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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $265M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 80.33%80.27% (-0.06%)

6% less capital invested

Capital invested by funds: $281M → $265M (-$16.1M)

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
12
Increased
40
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
26
Regatta Capital Group
California
$1.36M -$173K -5,217 -11%
WWA
27
WCG Wealth Advisors
Nevada
$1.32M +$142K +4,292 +12%
SFS
28
Sowell Financial Services
Arkansas
$1.16M +$117K +3,514 +11%
OWM
29
Opes Wealth Management
California
$999K +$43.6K +1,315 +5%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$944K +$4.41K +133 +0.5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$935K -$318K -9,586 -25%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$934K
HWA
33
Heritage Wealth Advisors
Virginia
$894K +$995 +30 +0.1%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$859K -$76K -2,291 -8%
Osaic Holdings
35
Osaic Holdings
Arizona
$855K -$298K -8,987 -26%
CAM
36
Cresset Asset Management
Illinois
$840K +$28.7K +865 +4%
WP
37
WealthShield Partners
North Carolina
$819K +$9.75K +294 +1%
RWP
38
Revolve Wealth Partners
New Jersey
$744K +$94.6K +2,853 +15%
PFBT
39
Parkside Financial Bank & Trust
Missouri
$683K
CB
40
Commerce Bank
Missouri
$669K
Citadel Advisors
41
Citadel Advisors
Florida
$668K +$670K +20,211 New
APP
42
Avantax Planning Partners
Iowa
$660K -$12.2K -367 -2%
AA
43
Addison Advisors
Vermont
$658K +$46.3K +1,395 +8%
CA
44
Carson Advisory
Georgia
$646K -$16.6K -500 -2%
Mariner
45
Mariner
Kansas
$644K +$203K +6,107 +46%
FWM
46
Fingerlakes Wealth Management
New York
$627K +$6.97K +210 +1%
RW
47
RVW Wealth
California
$623K +$1.06K +32 +0.2%
CCM
48
Coldstream Capital Management
Washington
$597K
Stifel Financial
49
Stifel Financial
Missouri
$574K +$3.32K +100 +0.6%
NA
50
NewEdge Advisors
Louisiana
$562K -$6.2K -187 -1%