Nuveen ESG Mid-Cap Growth
NUMG • BATS
Nuveen ESG Mid-Cap Growth is an exchange-traded fund on BATS. As of Q3 2025, 131 institutional investors hold shares in this ETF, with total holdings valued at $307.3M. MORGAN STANLEY is the largest holder with a position valued at $54.6M.
Overview
Overview of institutional ownership in NUMG as of Q3 2025
All Institutions
- Institutions
- 131
- Value Held
- $307.3M
- Shares Held
- 6.3M
- Avg Position
- $2.3M
- Median Position
- $344.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $270.7K
- Shares Held
- 5.6K
- Avg Position
- $270.7K
- Median Position
- $270.7K
Biggest Investors
Institutions with the largest positions in NUMG as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $54.6M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $38.1M 0.01% of portfolio |
L LPL Financial LLC Institution | $27.7M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $24.1M 0.00% of portfolio |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $22.6M 0.05% of portfolio |
 Bank of New York Mellon Corp Institution | $19.6M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $14.5M 0.00% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $13.5M 0.00% of portfolio |
 UBS Group AG Institution | $10.0M 0.00% of portfolio |
 AlTi Global, Inc. Institution | $7.5M 0.18% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NUMG in Q3 2025
- Traded
- −$7.3M
- Buyers
- 41
- Sellers
- 63
- Total Bought
- +$9.7M
- Total Sold
- −$17.0M
- Avg Position
- $2.2M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$4.7M +96.3K shares |
Bank of New York Mellon Corp Institution | +$958.5K +19.7K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$747.2K +15.3K shares |
MORGAN STANLEY RIA/Wealth | +$642.1K +13.2K shares |
AMERIPRISE FINANCIAL INC Institution | +$471.7K +9.7K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$426.2K +8.7K shares |
 GOLDMAN SACHS GROUP INC Institution | +$405.0K +8.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$270.7K +5.6K shares |
 Mirae Asset Global Investments Co., Ltd. Long Only Manager | +$199.6K +4.1K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$165.3K +3.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Ameritas Advisory Services, LLC RIA/Wealth | −$4.6M −94.7K shares |
BANK OF AMERICA CORP /DE/ Institution | −$2.4M −48.8K shares |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | −$1.6M −33.3K shares |
W WCG Wealth Advisors LLC Institution | −$1.3M −26.9K shares |
R ROYAL BANK OF CANADA Institution | −$1.1M −22.3K shares |
UBS Group AG Institution | −$954.8K −19.6K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$895.2K −18.4K shares |
 JPMORGAN CHASE & CO Institution | −$864.6K −17.8K shares |
F FLOW TRADERS U.S. LLC Institution | −$632.2K −13.0K shares |
F Financial Network Wealth Management LLC RIA/Wealth | −$447.6K −9.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NUMG in Q3 2025
- New Positions
- 5
- New Value
- $70.1K
- Exited Positions
- 8
- Exited Value
- $6.9M
New Positions
| Institution | Position Value |
|---|---|
 MANNING & NAPIER ADVISORS LLC RIA/Wealth | $36.9K 758.0 shares |
 Triumph Capital Management RIA/Wealth | $21.0K 431.0 shares |
 FRANKLIN RESOURCES INC Institution | $9.2K 190.0 shares |
 Geneos Wealth Management Inc. RIA/Wealth | $2.7K 56.0 shares |
 HM PAYSON & CO RIA/Wealth | $244.0 5.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ameritas Advisory Services, LLC RIA/Wealth | $4.6M 94.7K shares |
W WCG Wealth Advisors LLC Institution | $1.3M 26.9K shares |
F FLOW TRADERS U.S. LLC Institution | $632.2K 13.0K shares |
 LongView Asset Management LLC RIA/Wealth | $306.2K 6.3K shares |
 Wood Tarver Financial Group, LLC RIA/Wealth | $32.8K 678.0 shares |
 Parallel Advisors, LLC RIA/Wealth | $20.3K 418.0 shares |
T Tower Research Capital LLC Institution | $6.3K 130.0 shares |
 FIRST FINANCIAL HOLDINGS, INC. Institution | $1.2K 24.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in NUMG as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with NUMG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 rebel Financial LLC RIA/Wealth | 0.51% $1.1M |
 Petros Family Wealth, LLC RIA/Wealth | 0.31% $370.1K |
 SK Wealth Management, LLC RIA/Wealth | 0.29% $770.7K |
 Fingerlakes Wealth Management, Inc. RIA/Wealth | 0.28% $431.8K |
 McClarren Financial Advisors, Inc. RIA/Wealth | 0.22% $356.0K |
AlTi Global, Inc. Institution | 0.18% $7.5M |
 High Note Wealth, LLC RIA/Wealth | 0.17% $808.4K |
 Neumann Capital Management, LLC RIA/Wealth | 0.16% $554.0K |
 Ipsen Advisor Group LLC RIA/Wealth | 0.16% $222.2K |
 Revolve Wealth Partners, LLC RIA/Wealth | 0.14% $1.2M |
Hedge Fund Spotlight
Discover hedge funds investing in NUMG
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in Nuveen ESG Mid-Cap Growth
- Market Value
- $270.7K
- Shares Held
- 5.6K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
