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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $317M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $253M → $317M (+$64.4M)

14% more funds holding

Funds holding: 101115 (+14)

13.56% more ownership

Funds ownership: 80.4%93.95% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
41
Reduced
42
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.28M -$575K -19,885 -33%
Citadel Advisors
27
Citadel Advisors
Florida
$1.2M +$1.1M +38,190 New
WWA
28
WCG Wealth Advisors
Nevada
$1.13M -$29.1K -1,007 -3%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.08M -$399K -13,787 -29%
OWM
30
Opes Wealth Management
California
$945K +$5.49K +190 +0.6%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$899K -$350K -12,115 -30%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$892K
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$876K +$46.3K +1,600 +6%
SFS
34
Sowell Financial Services
Arkansas
$820K +$14.7K +510 +2%
HWA
35
Heritage Wealth Advisors
Virginia
$816K +$29.8K +1,029 +4%
CAM
36
Cresset Asset Management
Illinois
$803K +$374K +12,916 +103%
WP
37
WealthShield Partners
North Carolina
$772K -$135K -4,665 -16%
NA
38
NewEdge Advisors
Louisiana
$691K +$85.1K +2,942 +15%
CA
39
Carson Advisory
Georgia
$677K -$49.2K -1,700 -7%
PFBT
40
Parkside Financial Bank & Trust
Missouri
$652K +$82.2K +2,843 +16%
CB
41
Commerce Bank
Missouri
$642K -$22.7K -785 -4%
APP
42
Avantax Planning Partners
Iowa
$640K -$3.12K -108 -0.5%
RW
43
RVW Wealth
California
$601K +$1.91K +66 +0.3%
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$573K -$896 -31 -0.2%
CCM
45
Coldstream Capital Management
Washington
$570K
RWP
46
Revolve Wealth Partners
New Jersey
$561K +$170K +5,881 +49%
Stifel Financial
47
Stifel Financial
Missouri
$545K -$5.75K -199 -1%
FWM
48
Fingerlakes Wealth Management
New York
$543K -$14.3K -494 -3%
HighTower Advisors
49
HighTower Advisors
Illinois
$515K -$89.1K -3,080 -16%
AA
50
Addison Advisors
Vermont
$489K -$11K -380 -2%