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Nuveen ESG Mid-Cap Value ETF

105 hedge funds and large institutions have $270M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
44
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BWM
26
BerganKDV Wealth Management
Minnesota
$1.28M 43,222 +16,848 +64%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.19M 40,085 -656 -2%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.17M 39,520 +5,995 +18%
WWA
29
WCG Wealth Advisors
Nevada
$1.13M 38,136 -12,401 -25%
CI
30
CX Institutional
Indiana
$1.03M 34,757 +1,886 +6%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.03M 34,735 +278 +0.8%
NYLIM
32
New York Life Investment Management
New York
$1,000K 33,738 +261 +0.8%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$901K 30,412 +5,093 +20%
NA
34
NewEdge Advisors
Louisiana
$841K 28,384 +3,081 +12%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$838K 28,280
WT
36
Whittier Trust
California
$836K 28,203 -1,820 -6%
OWM
37
Opes Wealth Management
California
$818K 27,624 +5,194 +23%
CWP
38
Concord Wealth Partners
Virginia
$776K 26,187 +1,240 +5%
SFS
39
Sowell Financial Services
Arkansas
$752K 25,382 +25,382 New
BWM
40
Baystate Wealth Management
Massachusetts
$736K 24,835 -12,849 -34%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$730K 24,628 +1,213 +5%
WP
42
WealthShield Partners
North Carolina
$729K 24,602 -1,173 -5%
Citadel Advisors
43
Citadel Advisors
Florida
$699K 23,580 -64,939 -73%
CA
44
Carson Advisory
Georgia
$687K 23,170 -500 -2%
APP
45
Avantax Planning Partners
Iowa
$669K 22,588 +475 +2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$574K 19,366 -13,486 -41%
PAG
47
Private Advisor Group
New Jersey
$567K 19,123 -3,117 -14%
HWA
48
Heritage Wealth Advisors
Virginia
$562K 18,964 +8,532 +82%
RW
49
RVW Wealth
California
$562K 18,956 +4,954 +35%
HighTower Advisors
50
HighTower Advisors
Illinois
$558K 18,758 -418 -2%