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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $286M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

9% more funds holding

Funds holding: 116126 (+10)

0.12% more ownership

Funds ownership: 80.22%80.34% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $298M → $286M (-$12.8M)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% 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
19
Increased
53
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$1.17M -$1.68M -45,839 -58%
OWM
27
Opes Wealth Management
California
$1.05M -$41.2K -1,125 -4%
WP
28
WealthShield Partners
North Carolina
$1.03M +$187K +5,096 +21%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$1.03M +$111K +3,042 +12%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$57.6K +1,571 +6%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$984K
HWA
32
Heritage Wealth Advisors
Virginia
$941K -$5.42K -148 -0.5%
Mariner
33
Mariner
Kansas
$909K -$8.14K -222 -0.8%
CAM
34
Cresset Asset Management
Illinois
$865K +$64.4K +1,757 +8%
RWP
35
Revolve Wealth Partners
New Jersey
$845K +$8.28K +226 +0.9%
RFA
36
RTD Financial Advisors
Pennsylvania
$795K +$6.3K +172 +0.8%
Osaic Holdings
37
Osaic Holdings
Arizona
$788K +$83.3K +2,272 +11%
AA
38
Addison Advisors
Vermont
$748K +$19.6K +535 +3%
NA
39
NewEdge Advisors
Louisiana
$739K +$28.4K +776 +4%
PFBT
40
Parkside Financial Bank & Trust
Missouri
$687K +$9.31K +254 +1%
CA
41
Carson Advisory
Georgia
$678K -$3.67K -100 -0.5%
RW
42
RVW Wealth
California
$661K +$4.29K +117 +0.6%
P
43
&Partners
Tennessee
$652K +$420K +11,468 +161%
CCM
44
Coldstream Capital Management
Washington
$627K -$2.13K -58 -0.3%
FWM
45
Fingerlakes Wealth Management
New York
$620K -$41.3K -1,128 -6%
Stifel Financial
46
Stifel Financial
Missouri
$595K -$9.57K -261 -2%
CB
47
Commerce Bank
Missouri
$592K -$58.6K -1,600 -9%
CTC
48
Central Trust Company
Missouri
$519K +$3.96K +108 +0.7%
NCM
49
Neumann Capital Management
California
$509K -$7.33K -200 -1%
SAG
50
SageView Advisory Group
California
$505K +$531K +14,500 New