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Nuveen ESG Mid-Cap Value ETF

110 hedge funds and large institutions have $250M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 107110 (+3)

0.07% more ownership

Funds ownership: 78.43%78.49% (+0.07%)

0% less capital invested

Capital invested by funds: $251M → $250M (-$950K)

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
55
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.56M +$258K +8,500 +19%
WWA
27
WCG Wealth Advisors
Nevada
$1.45M -$8.35K -275 -0.5%
KOC
28
Koss-Olinger Consulting
Florida
$1.36M +$10.5K +347 +0.7%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.17M +$172K +5,669 +16%
BWM
30
Baystate Wealth Management
Massachusetts
$1.08M -$12.4K -409 -1%
JP Morgan Chase
31
JP Morgan Chase
New York
$989K +$30 +1 +0%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$962K +$39.8K +1,310 +4%
NYLIM
33
New York Life Investment Management
New York
$961K +$167K +5,508 +20%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$943K +$377K +12,413 +61%
CI
35
CX Institutional
Indiana
$942K +$39K +1,284 +4%
FTUS
36
Flow Traders U.S.
New York
$908K +$960K +31,643 New
ASN
37
Advisory Services Network
Georgia
$906K +$277K +9,137 +41%
WT
38
Whittier Trust
California
$861K
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$811K
BWM
40
BerganKDV Wealth Management
Minnesota
$757K +$160K +5,283 +25%
Jane Street
41
Jane Street
New York
$741K +$784K +25,829 New
WP
42
WealthShield Partners
North Carolina
$740K +$243 +8 +0%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$727K +$162K +5,326 +27%
NA
44
NewEdge Advisors
Louisiana
$726K +$35.6K +1,172 +5%
CWP
45
Concord Wealth Partners
Virginia
$716K -$42.8K -1,411 -5%
TRCT
46
Tower Research Capital (TRC)
New York
$703K +$529K +17,427 +246%
CA
47
Carson Advisory
Georgia
$679K
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$672K +$45.6K +1,501 +7%
OWM
49
Opes Wealth Management
California
$644K +$203K +6,675 +42%
PAG
50
Private Advisor Group
New Jersey
$638K +$55.7K +1,835 +9%