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Nuveen ESG Mid-Cap Value ETF

101 hedge funds and large institutions have $253M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.03% less ownership

Funds ownership: 81.43%80.4% (-1%)

4% less funds holding

Funds holding: 105101 (-4)

6% less capital invested

Capital invested by funds: $270M → $253M (-$17.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
38
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.15M +$32.3K +1,083 +3%
WWA
27
WCG Wealth Advisors
Nevada
$1.11M -$37K -1,238 -3%
JP Morgan Chase
28
JP Morgan Chase
New York
$980K -$8.33K -279 -0.8%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$963K +$103K +3,450 +11%
OWM
30
Opes Wealth Management
California
$846K +$63.8K +2,136 +8%
WP
31
WealthShield Partners
North Carolina
$828K +$136K +4,539 +18%
NYLIM
32
New York Life Investment Management
New York
$819K -$147K -4,936 -15%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$804K
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$744K +$46.3K +1,552 +6%
SFS
35
Sowell Financial Services
Arkansas
$725K +$3.17K +106 +0.4%
HWA
36
Heritage Wealth Advisors
Virginia
$706K +$175K +5,871 +31%
BWM
37
Baystate Wealth Management
Massachusetts
$704K -$2.42K -81 -0.3%
CA
38
Carson Advisory
Georgia
$659K
CB
39
Commerce Bank
Missouri
$601K +$224K +7,490 +55%
APP
40
Avantax Planning Partners
Iowa
$580K -$65.6K -2,198 -10%
WT
41
Whittier Trust
California
$554K -$260K -8,705 -31%
HighTower Advisors
42
HighTower Advisors
Illinois
$553K +$17.3K +581 +3%
NA
43
NewEdge Advisors
Louisiana
$550K -$269K -9,026 -32%
RW
44
RVW Wealth
California
$540K +$866 +29 +0.2%
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$517K +$4.03K +135 +0.7%
CCM
46
Coldstream Capital Management
Washington
$514K
CWP
47
Concord Wealth Partners
Virginia
$512K -$244K -8,178 -31%
PFBT
48
Parkside Financial Bank & Trust
Missouri
$507K +$25.4K +851 +5%
FWM
49
Fingerlakes Wealth Management
New York
$504K +$23.8K +798 +5%
Stifel Financial
50
Stifel Financial
Missouri
$497K +$62.9K +2,106 +14%