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Nuveen ESG Mid-Cap Value ETF
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58 hedge funds and large institutions have $154M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

23% more funds holding

Funds holding: 47 → 58 (+11)

22% more capital invested

Capital invested by funds: $126M → $154M (+$27.6M)

3.8% less ownership

Funds ownership: 80.89% → 77.09% (-3.8%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
24
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.44M
2
RCS
Retirement Capital Strategies
California
+$1.35M
3
HighTower Advisors
HighTower Advisors
Illinois
+$878K
4
TF
TIAA FSB
Florida
+$818K
5
UBS Group
UBS Group
Switzerland
+$626K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1M
2
Goldman Sachs
Goldman Sachs
New York
-$722K
3
CWP
Concord Wealth Partners
Virginia
-$389K
4
WI
WrapManager Inc
California
-$342K
5
LPL Financial
LPL Financial
California
-$335K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
51
Private Capital Group
Connecticut
$48K – – –
HI
52
Harbour Investments
Wisconsin
$45K +$43.1K +1,321 New
SFP
53
Sterling Financial Planning
New Jersey
$30K +$28.5K +875 New
BMD
54
Better Money Decisions
New Mexico
$24K +$22.7K +697 New
GWM
55
Geneos Wealth Management
Colorado
$18K – – –
IWP
56
IAG Wealth Partners
Wisconsin
$15K – – –
AF
57
Advisornet Financial
Minnesota
$2K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$2K +$2.02K +62 New
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
– -$1M -33,339 Closed
Goldman Sachs
60
Goldman Sachs
New York
– -$722K -24,000 Closed
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