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Nuveen ESG Mid-Cap Value ETF

97 hedge funds and large institutions have $223M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

3.65% more ownership

Funds ownership: 93.24%96.89% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9897 (-1)

12% less capital invested

Capital invested by funds: $252M → $223M (-$29.3M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
49
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.16M -$140K -4,156 -10%
BPA
27
Beacon Pointe Advisors
California
$1.09M -$287K -8,540 -19%
BWM
28
Baystate Wealth Management
Massachusetts
$1.02M +$82K +2,437 +8%
WT
29
Whittier Trust
California
$1.02M -$151K -4,481 -12%
TRCT
30
Tower Research Capital (TRC)
New York
$969K +$431K +12,803 +68%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$866K
Osaic Holdings
32
Osaic Holdings
Arizona
$861K +$112K +3,332 +13%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$787K +$490K +14,555 +131%
CA
34
Carson Advisory
Georgia
$780K -$42.1K -1,250 -5%
CWP
35
Concord Wealth Partners
Virginia
$763K -$136K -4,039 -14%
WP
36
WealthShield Partners
North Carolina
$756K +$18.6K +554 +2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$742K +$53.4K +1,586 +7%
Citadel Advisors
38
Citadel Advisors
Florida
$726K +$798K +23,714 New
NYLIM
39
New York Life Investment Management
New York
$685K +$31.3K +929 +4%
APP
40
Avantax Planning Partners
Iowa
$681K -$119K -3,547 -14%
BWM
41
BerganKDV Wealth Management
Minnesota
$657K +$5.76K +171 +0.8%
OCM
42
One Capital Management
California
$639K
UWM
43
Urban Wealth Management
California
$620K +$682K +20,245 New
CTC
44
Central Trust Company
Missouri
$616K -$13.5K -400 -2%
EWA
45
EP Wealth Advisors
California
$613K +$5.79K +172 +0.9%
HighTower Advisors
46
HighTower Advisors
Illinois
$581K -$3.55M -105,443 -85%
CB
47
Commerce Bank
Missouri
$579K -$79.4K -2,360 -11%
SB
48
Simmons Bank
Arkansas
$578K +$2.52K +75 +0.4%
CCM
49
Coldstream Capital Management
Washington
$575K -$4.07K -121 -0.6%
ASN
50
Advisory Services Network
Georgia
$546K +$287K +8,537 +92%