We are live on ! Find out more
NUMV icon

Nuveen ESG Mid-Cap Value ETF

47 hedge funds and large institutions have $126M invested in Nuveen ESG Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

46% more capital invested

Capital invested by funds: $86.7M → $126M (+$39.6M)

21% more funds holding

Funds holding: 3947 (+8)

5.57% more ownership

Funds ownership: 75.32%80.89% (+5.6%)

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
18
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
26
Whittier Trust
California
$499K +$101K +3,576 +28%
CTC
27
Central Trust Company
Missouri
$480K +$169K +5,976 +60%
HighTower Advisors
28
HighTower Advisors
Illinois
$417K +$390K +13,810 New
AIP
29
Ameritas Investment Partners
Nebraska
$405K +$29.1K +1,032 +8%
SFS
30
Sowell Financial Services
Arkansas
$360K +$16.5K +585 +5%
CI
31
CX Institutional
Indiana
$342K -$34K -1,205 -10%
Osaic Holdings
32
Osaic Holdings
Arizona
$325K +$62.6K +2,215 +26%
RJA
33
Raymond James & Associates
Florida
$268K +$22.8K +809 +10%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$237K +$136K +4,808 +156%
SFO
35
Stokes Family Office
Louisiana
$216K +$203K +7,175 New
IA
36
IFP Advisors
Florida
$154K -$2K -71 -1%
AA
37
Addison Advisors
Vermont
$150K +$141K +4,997 New
SPIA
38
Steward Partners Investment Advisory
New York
$85K +$11.6K +411 +17%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$71K
RG
40
Retirement Group
California
$61K
Bessemer Group
41
Bessemer Group
New Jersey
$52K
Morgan Stanley
42
Morgan Stanley
New York
$51K
PCG
43
Private Capital Group
Connecticut
$42K -$16.7K -590 -30%
BWM
44
BerganKDV Wealth Management
Minnesota
$22K
GWM
45
Geneos Wealth Management
Colorado
$17K
IWP
46
IAG Wealth Partners
Wisconsin
$13K
AF
47
Advisornet Financial
Minnesota
$2K
Wells Fargo
48
Wells Fargo
California
+$28 +1 New