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Nuveen ESG Mid-Cap Value ETF

86 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 10

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $194M → $215M (+$20.7M)

4% more funds holding

Funds holding: 8386 (+3)

0.63% more ownership

Funds ownership: 75.79%76.41% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
42
Reduced
10
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$947K +$35.6K +935 +4%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$940K
CAMV
28
Concord Asset Management (Virginia)
Virginia
$917K +$944K +24,816 New
Osaic Holdings
29
Osaic Holdings
Arizona
$891K +$274K +7,194 +42%
BWM
30
BerganKDV Wealth Management
Minnesota
$761K +$131K +3,433 +20%
TRCT
31
Tower Research Capital (TRC)
New York
$754K -$43.4K -1,140 -5%
CB
32
Commerce Bank
Missouri
$738K +$78.7K +2,069 +12%
NYLIM
33
New York Life Investment Management
New York
$735K +$114K +3,002 +18%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$734K +$5.59K +147 +0.7%
CTC
35
Central Trust Company
Missouri
$725K +$47.8K +1,257 +7%
CCM
36
Coldstream Capital Management
Washington
$693K
SB
37
Simmons Bank
Arkansas
$689K
KOC
38
Koss-Olinger Consulting
Florida
$675K +$114K +3,003 +20%
EWA
39
EP Wealth Advisors
California
$638K -$338K -8,883 -34%
Citadel Advisors
40
Citadel Advisors
Florida
$621K +$639K +16,796 New
AIP
41
Ameritas Investment Partners
Nebraska
$570K +$23.2K +609 +4%
CI
42
CX Institutional
Indiana
$544K +$3.19K +84 +0.6%
NA
43
NewEdge Advisors
Louisiana
$524K +$540K +14,195 New
RJA
44
Raymond James & Associates
Florida
$484K +$11.8K +309 +2%
OCM
45
One Capital Management
California
$471K -$18.3K -481 -4%
RW
46
RVW Wealth
California
$455K +$47.7K +1,254 +11%
RIS
47
Retirement Income Solutions
Michigan
$449K +$462K +12,141 New
KeyBank National Association
48
KeyBank National Association
Ohio
$432K
RFA
49
RTD Financial Advisors
Pennsylvania
$431K +$443K +11,659 New
SIM
50
Stratos Investment Management
Ohio
$391K +$22.1K +581 +6%