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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.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $250M → $270M (+$19.8M)

2.93% more ownership

Funds ownership: 78.49%81.43% (+2.9%)

5% less funds holding

Funds holding: 110105 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.65%
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 Holding Trade Value Shares
Change
Change in
Stake
BWM
26
BerganKDV Wealth Management
Minnesota
$1.28M +$480K +16,848 +64%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.19M -$18.7K -656 -2%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.17M +$171K +5,995 +18%
WWA
29
WCG Wealth Advisors
Nevada
$1.13M -$353K -12,401 -25%
CI
30
CX Institutional
Indiana
$1.03M +$53.7K +1,886 +6%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.03M +$7.92K +278 +0.8%
NYLIM
32
New York Life Investment Management
New York
$1,000K +$7.43K +261 +0.8%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$901K +$145K +5,093 +20%
NA
34
NewEdge Advisors
Louisiana
$841K +$87.7K +3,081 +12%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$838K
WT
36
Whittier Trust
California
$836K -$51.8K -1,820 -6%
OWM
37
Opes Wealth Management
California
$818K +$148K +5,194 +23%
CWP
38
Concord Wealth Partners
Virginia
$776K +$35.3K +1,240 +5%
SFS
39
Sowell Financial Services
Arkansas
$752K +$723K +25,382 New
BWM
40
Baystate Wealth Management
Massachusetts
$736K -$366K -12,849 -34%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$730K +$34.5K +1,213 +5%
WP
42
WealthShield Partners
North Carolina
$729K -$33.4K -1,173 -5%
Citadel Advisors
43
Citadel Advisors
Florida
$699K -$1.85M -64,939 -73%
CA
44
Carson Advisory
Georgia
$687K -$14.2K -500 -2%
APP
45
Avantax Planning Partners
Iowa
$669K +$13.5K +475 +2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$574K -$384K -13,486 -41%
PAG
47
Private Advisor Group
New Jersey
$567K -$88.8K -3,117 -14%
HWA
48
Heritage Wealth Advisors
Virginia
$562K +$243K +8,532 +82%
RW
49
RVW Wealth
California
$562K +$141K +4,954 +35%
HighTower Advisors
50
HighTower Advisors
Illinois
$558K -$11.9K -418 -2%