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Nuveen ESG Mid-Cap Value ETF

99 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3.82% more ownership

Funds ownership: 96.89%100.71% (+3.8%)

2% more funds holding

Funds holding: 9799 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $223M → $215M (-$7.92M)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
48
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Baystate Wealth Management
Massachusetts
$947K -$96 -3 -0%
WT
27
Whittier Trust
California
$945K +$2.15K +67 +0.2%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$806K +$87.2K +2,721 +11%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$802K
Osaic Holdings
30
Osaic Holdings
Arizona
$799K +$5K +156 +0.6%
ASN
31
Advisory Services Network
Georgia
$781K +$312K +9,724 +55%
BPA
32
Beacon Pointe Advisors
California
$774K -$271K -8,458 -24%
CWP
33
Concord Wealth Partners
Virginia
$727K +$22.8K +712 +3%
OMC
34
Old Mission Capital
Illinois
$717K +$520K +16,229 +180%
WP
35
WealthShield Partners
North Carolina
$701K +$673 +21 +0.1%
CA
36
Carson Advisory
Georgia
$700K -$25.6K -800 -3%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$697K +$10.5K +328 +1%
BWM
38
BerganKDV Wealth Management
Minnesota
$674K +$74.3K +2,317 +11%
NYLIM
39
New York Life Investment Management
New York
$673K +$43K +1,343 +6%
EWA
40
EP Wealth Advisors
California
$608K +$45.8K +1,430 +7%
OCM
41
One Capital Management
California
$592K
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$585K +$253K +7,893 +62%
CI
43
CX Institutional
Indiana
$578K +$140K +4,370 +27%
APP
44
Avantax Planning Partners
Iowa
$575K -$63.1K -1,970 -9%
CTC
45
Central Trust Company
Missouri
$570K -$962 -30 -0.1%
TRCT
46
Tower Research Capital (TRC)
New York
$565K -$376K -11,724 -37%
SB
47
Simmons Bank
Arkansas
$536K
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
$529K +$597K +18,623 New
JP Morgan Chase
49
JP Morgan Chase
New York
$526K +$594K +18,518 New
HighTower Advisors
50
HighTower Advisors
Illinois
$505K -$37.5K -1,170 -6%