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Nuveen ESG Mid-Cap Value ETF

58 hedge funds and large institutions have $154M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

23% more funds holding

Funds holding: 4758 (+11)

22% more capital invested

Capital invested by funds: $126M → $154M (+$27.6M)

3.8% less ownership

Funds ownership: 80.89%77.09% (-3.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
24
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$743K +$147K +4,495 +26%
PA
27
Paracle Advisors
Washington
$645K
HA
28
Harborview Advisors
Maine
$616K -$24.5K -750 -4%
SFS
29
Sowell Financial Services
Arkansas
$589K +$127K +3,882 +32%
APA
30
American Portfolios Advisors
New York
$549K -$26.2K -803 -5%
CI
31
CX Institutional
Indiana
$522K +$124K +3,798 +33%
AIP
32
Ameritas Investment Partners
Nebraska
$502K +$36.5K +1,120 +8%
Osaic Holdings
33
Osaic Holdings
Arizona
$424K +$48.9K +1,500 +14%
KOC
34
Koss-Olinger Consulting
Florida
$415K +$393K +12,051 New
RJA
35
Raymond James & Associates
Florida
$369K +$59.4K +1,820 +20%
BWM
36
BerganKDV Wealth Management
Minnesota
$291K +$252K +7,733 +1,064%
KeyBank National Association
37
KeyBank National Association
Ohio
$253K +$239K +7,337 New
SFO
38
Stokes Family Office
Louisiana
$247K
EWA
39
ERTS Wealth Advisors
Michigan
$245K +$232K +7,116 New
IA
40
IFP Advisors
Florida
$242K +$61.9K +1,898 +37%
CB
41
Commerce Bank
Missouri
$239K +$226K +6,940 New
UB
42
UMB Bank
Missouri
$237K +$224K +6,873 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$236K +$223K +6,845 New
CWM
44
Chicago Wealth Management
Illinois
$230K +$217K +6,669 New
Lido Advisors
45
Lido Advisors
California
$230K +$218K +6,693 New
SPIA
46
Steward Partners Investment Advisory
New York
$91.3K -$5.54K -170 -6%
PA
47
Parallel Advisors
California
$82K +$77.5K +2,375 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$71K
RG
49
Retirement Group
California
$71K
Bessemer Group
50
Bessemer Group
New Jersey
$60K