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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $324M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $302M → $324M (+$22.3M)

0.17% more ownership

Funds ownership: 80.61%80.78% (+0.17%)

0% more funds holding

Funds holding: 126126 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
37
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.14M +$30.2K +804 +3%
Citadel Advisors
27
Citadel Advisors
Florida
$1.08M +$545K +14,539 +108%
CAM
28
Cresset Asset Management
Illinois
$1.08M +$53K +1,412 +5%
RWP
29
Revolve Wealth Partners
New Jersey
$1.07M +$10.5K +279 +1%
Mariner
30
Mariner
Kansas
$1.01M
HWA
31
Heritage Wealth Advisors
Virginia
$993K +$638 +17 +0.1%
Osaic Holdings
32
Osaic Holdings
Arizona
$939K -$11.8K -316 -1%
RFA
33
RTD Financial Advisors
Pennsylvania
$933K -$26.6K -710 -3%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$880K -$208K -5,544 -20%
WP
35
WealthShield Partners
North Carolina
$846K -$21.2K -564 -3%
VC
36
Vicus Capital
Pennsylvania
$799K +$413K +11,006 +114%
NA
37
NewEdge Advisors
Louisiana
$775K +$38 +1 +0%
AA
38
Addison Advisors
Vermont
$735K -$3.26K -87 -0.5%
CA
39
Carson Advisory
Georgia
$734K
PFBT
40
Parkside Financial Bank & Trust
Missouri
$734K
SWGC
41
Summit Wealth Group (Colorado)
Colorado
$724K +$795K +21,190 New
FWM
42
Fingerlakes Wealth Management
New York
$719K +$5.92K +158 +0.9%
CCM
43
Coldstream Capital Management
Washington
$697K
RW
44
RVW Wealth
California
$695K
Stifel Financial
45
Stifel Financial
Missouri
$672K -$3.64K -97 -0.6%
P
46
&Partners
Tennessee
$671K -$7.88K -210 -1%
NCM
47
Neumann Capital Management
California
$616K +$13.9K +370 +2%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$615K +$81.5K +2,174 +16%
JP Morgan Chase
49
JP Morgan Chase
New York
$578K -$33.2K -885 -6%
SAG
50
SageView Advisory Group
California
$561K