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Nuveen ESG Mid-Cap Value ETF

83 hedge funds and large institutions have $194M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

12% more funds holding

Funds holding: 7483 (+9)

10% more capital invested

Capital invested by funds: $178M → $194M (+$16.9M)

3.54% more ownership

Funds ownership: 72.24%75.79% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
35
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
Evergreen Capital Management
Washington
$319K +$99.9K +2,717 +45%
AA
52
Addison Advisors
Vermont
$299K
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$281K +$16.4K +447 +6%
IA
54
IFP Advisors
Florida
$264K +$11.9K +324 +5%
OWM
55
Opes Wealth Management
California
$262K +$265K +7,220 New
SAS
56
Sage Advisory Services
Texas
$260K
SFO
57
Stokes Family Office
Louisiana
$260K
CWM
58
Chicago Wealth Management
Illinois
$259K
AAS
59
Avantax Advisory Services
Texas
$244K +$22K +599 +10%
EWA
60
ERTS Wealth Advisors
Michigan
$244K +$118K +3,198 +48%
SPIA
61
Steward Partners Investment Advisory
New York
$220K
HC
62
Hamilton Capital
Ohio
$208K +$211K +5,740 New
RIG
63
Ramiah Investment Group
Wisconsin
$205K +$208K +5,651 New
NCM
64
Neumann Capital Management
California
$203K +$205K +5,580 New
MFA
65
McClarren Financial Advisors
Pennsylvania
$167K +$170K +4,629 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$143K +$107K +2,903 +279%
RPCA
67
Running Point Capital Advisors
California
$129K +$130K +3,545 New
RG
68
Retirement Group
California
$87K
PA
69
Parallel Advisors
California
$86K
Bessemer Group
70
Bessemer Group
New Jersey
$63K
SFP
71
Sterling Financial Planning
New Jersey
$53K
PCG
72
Private Capital Group
Connecticut
$51K
HI
73
Harbour Investments
Wisconsin
$31K +$37 +1 +0.1%
BMD
74
Better Money Decisions
New Mexico
$25K
AWA
75
Arkadios Wealth Advisors
Georgia
$22K