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Nuveen ESG Mid-Cap Value ETF

98 hedge funds and large institutions have $252M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

511% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 9

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $215M → $252M (+$36.8M)

16.83% more ownership

Funds ownership: 76.41%93.24% (+17%)

14% more funds holding

Funds holding: 8698 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.26M +$1.25M +34,937 New
Osaic Holdings
27
Osaic Holdings
Arizona
$1.14M +$19.7K +552 +2%
BWM
28
Baystate Wealth Management
Massachusetts
$1.11M +$51K +1,427 +5%
CWP
29
Concord Wealth Partners
Virginia
$1.04M -$20.9K -586 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.02M +$101K +2,830 +11%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$978K +$261K +7,309 +37%
CA
32
Carson Advisory
Georgia
$962K
APP
33
Avantax Planning Partners
Iowa
$928K +$5.4K +151 +0.6%
CAMV
34
Concord Asset Management (Virginia)
Virginia
$873K -$20.9K -586 -2%
WP
35
WealthShield Partners
North Carolina
$868K +$862K +24,114 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$815K -$224K -6,280 -22%
NYLIM
37
New York Life Investment Management
New York
$772K +$55K +1,540 +8%
BWM
38
BerganKDV Wealth Management
Minnesota
$766K +$23.9K +669 +3%
CB
39
Commerce Bank
Missouri
$765K +$45K +1,260 +6%
OCM
40
One Capital Management
California
$751K +$290K +8,123 +64%
CTC
41
Central Trust Company
Missouri
$739K +$32.3K +903 +5%
EWA
42
EP Wealth Advisors
California
$714K +$92K +2,574 +15%
CCM
43
Coldstream Capital Management
Washington
$680K +$4.32K +121 +0.6%
TRCT
44
Tower Research Capital (TRC)
New York
$678K -$56.9K -1,591 -8%
RIS
45
Retirement Income Solutions
Michigan
$678K +$239K +6,691 +55%
SB
46
Simmons Bank
Arkansas
$677K +$5.43K +152 +0.8%
AIP
47
Ameritas Investment Partners
Nebraska
$600K +$43.6K +1,220 +8%
CI
48
CX Institutional
Indiana
$574K +$42.7K +1,194 +8%
HGWM
49
Harvest Group Wealth Management
Massachusetts
$515K +$511K +14,288 New
RJA
50
Raymond James & Associates
Florida
$482K +$10.7K +298 +2%