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Nuveen ESG Mid-Cap Value ETF

98 hedge funds and large institutions have $252M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

511% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 9

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $215M → $252M (+$36.8M)

16.83% more ownership

Funds ownership: 76.41%93.24% (+17%)

14% more funds holding

Funds holding: 8698 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$462K +$107K +3,008 +31%
Jane Street
52
Jane Street
New York
$459K +$456K +12,757 New
RW
53
RVW Wealth
California
$457K +$13.2K +370 +3%
RFA
54
RTD Financial Advisors
Pennsylvania
$449K +$29K +811 +7%
NA
55
NewEdge Advisors
Louisiana
$439K -$71.5K -2,002 -14%
OWM
56
Opes Wealth Management
California
$430K +$64.7K +1,810 +18%
KeyBank National Association
57
KeyBank National Association
Ohio
$421K
ECM
58
Evergreen Capital Management
Washington
$406K +$64K +1,790 +19%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$401K +$184K +5,140 +86%
SIM
60
Stratos Investment Management
Ohio
$381K
UB
61
UMB Bank
Missouri
$344K +$4.15K +116 +1%
PFBT
62
Parkside Financial Bank & Trust
Missouri
$336K +$333K +9,327 New
ASN
63
Advisory Services Network
Georgia
$334K +$332K +9,276 New
TC
64
Trust Company
Kansas
$326K +$324K +9,065 New
AA
65
Addison Advisors
Vermont
$319K +$22.3K +625 +8%
NCM
66
Neumann Capital Management
California
$309K +$107K +3,000 +54%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$306K +$97.3K +2,724 +47%
AAS
68
Avantax Advisory Services
Texas
$297K +$34.3K +959 +13%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$295K +$9.44K +264 +3%
IA
70
IFP Advisors
Florida
$266K +$89.5K +2,505 +35%
SFO
71
Stokes Family Office
Louisiana
$258K
CWM
72
Chicago Wealth Management
Illinois
$256K
LSPW
73
Lake Street Private Wealth
Illinois
$251K
SPIA
74
Steward Partners Investment Advisory
New York
$233K
BFA
75
Bragg Financial Advisors
North Carolina
$225K +$223K +6,248 New