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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $281M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $317M → $281M (-$35.6M)

13.62% less ownership

Funds ownership: 93.95%80.33% (-14%)

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
40
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Cetera Advisors
Colorado
$1.33M +$1.24M +38,834 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.3M -$462K -14,498 -28%
WWA
28
WCG Wealth Advisors
Nevada
$1.22M -$5.47K -172 -0.5%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.19M +$22.9K +720 +2%
SFS
30
Sowell Financial Services
Arkansas
$1.08M +$177K +5,551 +21%
OWM
31
Opes Wealth Management
California
$990K -$32.2K -1,010 -3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$973K +$21.1K +662 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$968K -$6.05K -190 -0.7%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$967K
HWA
35
Heritage Wealth Advisors
Virginia
$925K +$37.2K +1,170 +5%
CAM
36
Cresset Asset Management
Illinois
$840K -$28.4K -892 -4%
WP
37
WealthShield Partners
North Carolina
$838K +$1.05K +33 +0.1%
PFBT
38
Parkside Financial Bank & Trust
Missouri
$707K
APP
39
Avantax Planning Partners
Iowa
$696K +$2.13K +67 +0.3%
CB
40
Commerce Bank
Missouri
$693K -$2.87K -90 -0.4%
CA
41
Carson Advisory
Georgia
$686K -$44.6K -1,400 -7%
RWP
42
Revolve Wealth Partners
New Jersey
$673K +$59.8K +1,877 +11%
RW
43
RVW Wealth
California
$644K -$7.07K -222 -1%
FWM
44
Fingerlakes Wealth Management
New York
$642K +$49.2K +1,546 +9%
ITB
45
Idaho Trust Bank
Idaho
$642K +$597K +18,763 New
AA
46
Addison Advisors
Vermont
$633K +$95.7K +3,005 +19%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$623K +$1.75K +55 +0.3%
CCM
48
Coldstream Capital Management
Washington
$618K
FTUS
49
Flow Traders U.S.
New York
$611K +$569K +17,873 New
Stifel Financial
50
Stifel Financial
Missouri
$591K +$32 +1 +0%