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Nuveen ESG Mid-Cap Value ETF

86 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 10

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $194M → $215M (+$20.7M)

4% more funds holding

Funds holding: 8386 (+3)

0.63% more ownership

Funds ownership: 75.79%76.41% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
42
Reduced
10
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
51
Opes Wealth Management
California
$374K +$111K +2,910 +40%
APA
52
American Portfolios Advisors
New York
$363K +$18.6K +490 +5%
ECM
53
Evergreen Capital Management
Washington
$350K +$25.9K +680 +8%
UB
54
UMB Bank
Missouri
$349K +$17.5K +460 +5%
AA
55
Addison Advisors
Vermont
$304K
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$293K +$6.46K +170 +2%
AAS
57
Avantax Advisory Services
Texas
$268K +$22.6K +595 +9%
SFO
58
Stokes Family Office
Louisiana
$265K
CWM
59
Chicago Wealth Management
Illinois
$262K -$989 -26 -0.4%
IA
60
IFP Advisors
Florida
$260K -$5.48K -144 -2%
LSPW
61
Lake Street Private Wealth
Illinois
$258K +$265K +6,974 New
SPIA
62
Steward Partners Investment Advisory
New York
$239K +$15.1K +396 +7%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$222K +$78.1K +2,055 +52%
APA
64
Astoria Portfolio Advisors
New York
$217K +$224K +5,885 New
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$213K -$551K -14,495 -72%
RIG
66
Ramiah Investment Group
Wisconsin
$210K +$913 +24 +0.4%
NCM
67
Neumann Capital Management
California
$206K
FWM
68
Fingerlakes Wealth Management
New York
$204K +$211K +5,544 New
SFM
69
Signet Financial Management
New Jersey
$199K +$205K +5,387 New
MFA
70
McClarren Financial Advisors
Pennsylvania
$183K +$12.1K +318 +7%
PA
71
Parallel Advisors
California
$88K
RG
72
Retirement Group
California
$88K
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$77K +$79.2K +2,084 New
Bessemer Group
74
Bessemer Group
New Jersey
$64K
PCG
75
Private Capital Group
Connecticut
$52K