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Nuveen ESG Mid-Cap Value ETF

74 hedge funds and large institutions have $178M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
74
Holders Change
+16
Holders Change %
+27.59%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
36
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
IFP Advisors
Florida
$252K -$4.74K -130 -2%
EWA
52
ERTS Wealth Advisors
Michigan
$243K -$15.4K -423 -6%
AAS
53
Avantax Advisory Services
Texas
$222K +$222K +6,066 New
ECM
54
Evergreen Capital Management
Washington
$221K +$221K +6,082 New
SPIA
55
Steward Partners Investment Advisory
New York
$220K +$124K +3,423 +129%
RG
56
Retirement Group
California
$87K +$12.4K +341 +17%
PA
57
Parallel Advisors
California
$86K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$71K
Bessemer Group
59
Bessemer Group
New Jersey
$63K
SFP
60
Sterling Financial Planning
New Jersey
$53K +$21.5K +599 +68%
PCG
61
Private Capital Group
Connecticut
$51K
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$38K +$35.7K +980 +1,581%
HI
63
Harbour Investments
Wisconsin
$31K -$17.5K -476 -36%
BMD
64
Better Money Decisions
New Mexico
$25K
AWA
65
Arkadios Wealth Advisors
Georgia
$22K +$22K +630 New
GWM
66
Geneos Wealth Management
Colorado
$18K
BAM
67
Baldrige Asset Management
Pennsylvania
$17K +$17K +481 New
IWP
68
IAG Wealth Partners
Wisconsin
$16K
RBA
69
Richard Bernstein Advisors
New York
$4K +$4K +104 New
AF
70
Advisornet Financial
Minnesota
$3K +$690 +20 +30%
GRP
71
Global Retirement Partners
California
$2K +$2K +65 New
FIG
72
FundX Investment Group
California
$1.23K +$1.23K +29,806 New
Creative Planning
73
Creative Planning
Kansas
-$2.82M -82,031 Closed
SFS
74
Sowell Financial Services
Arkansas
-$589K -15,861 Closed