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Nuveen ESG Mid-Cap Value ETF

132 hedge funds and large institutions have $326M invested in Nuveen ESG Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

4% more funds holding

Funds holding: 127132 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.03% less ownership

Funds ownership: 82.08%80.05% (-2%)

6% less capital invested

Capital invested by funds: $345M → $326M (-$19.1M)

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
48
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$1.67M +$206K +5,135 +14%
OWM
27
Opes Wealth Management
California
$1.49M +$4.01K +100 +0.3%
RCG
28
Regatta Capital Group
California
$1.34M +$110K +2,741 +9%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.33M -$129K -3,218 -8%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.19M +$33.1K +826 +3%
RF
31
rebel Financial
Ohio
$1.15M +$54.9K +1,368 +5%
CAM
32
Cresset Asset Management
Illinois
$1.14M +$36.7K +916 +3%
RWP
33
Revolve Wealth Partners
New Jersey
$1.13M +$3.05K +76 +0.3%
HWA
34
Heritage Wealth Advisors
Virginia
$1.04M +$37.5K +935 +4%
TIAA Trust, National Association
35
TIAA Trust, National Association
North Carolina
$1.04M -$36.6M -911,763 -97%
WP
36
WealthShield Partners
North Carolina
$910K +$76.3K +1,902 +9%
RFA
37
RTD Financial Advisors
Pennsylvania
$848K -$1.16K -29 -0.1%
CTC
38
Central Trust Company
Missouri
$792K +$142K +3,533 +21%
AA
39
Addison Advisors
Vermont
$761K +$10.4K +260 +1%
PFBT
40
Parkside Financial Bank & Trust
Missouri
$744K
FWM
41
Fingerlakes Wealth Management
New York
$742K +$6.7K +167 +0.9%
NA
42
NewEdge Advisors
Louisiana
$731K -$22.1K -552 -3%
MML Investors Services
43
MML Investors Services
Massachusetts
$725K -$67.7K -1,688 -8%
CA
44
Carson Advisory
Georgia
$701K -$36.1K -900 -5%
CCM
45
Coldstream Capital Management
Washington
$698K
Osaic Holdings
46
Osaic Holdings
Arizona
$692K -$107K -2,670 -13%
Stifel Financial
47
Stifel Financial
Missouri
$674K -$6.66K -166 -0.9%
RW
48
RVW Wealth
California
$663K -$2.77K -69 -0.4%
VC
49
Vicus Capital
Pennsylvania
$662K -$26.5K -660 -4%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$650K -$50.1K -1,249 -7%