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Nuveen ESG Mid-Cap Value ETF

129 hedge funds and large institutions have $291M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 47 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

2% more funds holding

Funds holding: 126129 (+3)

1.89% more ownership

Funds ownership: 80.34%82.24% (+1.9%)

2% more capital invested

Capital invested by funds: $286M → $291M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
38
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthShield Partners
North Carolina
$1.03M +$23.8K +677 +2%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.03M +$23.1K +658 +2%
Lido Advisors
28
Lido Advisors
California
$999K -$158K -4,499 -13%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$967K
HWA
30
Heritage Wealth Advisors
Virginia
$925K +$281 +8 +0%
RWP
31
Revolve Wealth Partners
New Jersey
$922K +$93.3K +2,658 +11%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$894K -$103K -2,933 -10%
Mariner
33
Mariner
Kansas
$894K
RFA
34
RTD Financial Advisors
Pennsylvania
$885K +$106K +3,010 +13%
CAM
35
Cresset Asset Management
Illinois
$880K +$30.5K +870 +4%
AA
36
Addison Advisors
Vermont
$678K -$59.3K -1,690 -8%
Osaic Holdings
37
Osaic Holdings
Arizona
$663K -$115K -3,264 -14%
CA
38
Carson Advisory
Georgia
$649K -$17.6K -500 -3%
PFBT
39
Parkside Financial Bank & Trust
Missouri
$649K -$26.8K -763 -4%
RW
40
RVW Wealth
California
$624K -$26.2K -747 -4%
FWM
41
Fingerlakes Wealth Management
New York
$621K +$11.4K +325 +2%
NA
42
NewEdge Advisors
Louisiana
$620K -$109K -3,107 -15%
CCM
43
Coldstream Capital Management
Washington
$616K
P
44
&Partners
Tennessee
$596K -$36.4K -1,038 -6%
Stifel Financial
45
Stifel Financial
Missouri
$585K +$351 +10 +0.1%
CB
46
Commerce Bank
Missouri
$579K -$2.98K -85 -0.5%
NCM
47
Neumann Capital Management
California
$532K +$33.4K +950 +7%
CTC
48
Central Trust Company
Missouri
$522K +$12.6K +359 +2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$504K -$909K -25,881 -64%
SAG
50
SageView Advisory Group
California
$496K