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Nuveen ESG Mid-Cap Value ETF

97 hedge funds and large institutions have $223M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

3.65% more ownership

Funds ownership: 93.24%96.89% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9897 (-1)

12% less capital invested

Capital invested by funds: $252M → $223M (-$29.3M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
49
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
51
Quantum Financial Advisors
California
$529K +$527K +15,642 New
AIP
52
Ameritas Investment Partners
Nebraska
$516K +$6.73K +200 +1%
RIS
53
Retirement Income Solutions
Michigan
$497K -$87.2K -2,591 -14%
CI
54
CX Institutional
Indiana
$490K +$2.15K +64 +0.4%
HGWM
55
Harvest Group Wealth Management
Massachusetts
$478K +$8.55K +254 +2%
CAMV
56
Concord Asset Management (Virginia)
Virginia
$474K -$295K -8,752 -36%
RFA
57
RTD Financial Advisors
Pennsylvania
$421K +$42.4K +1,258 +10%
APA
58
American Portfolios Advisors
New York
$404K +$12.8K +380 +3%
OWM
59
Opes Wealth Management
California
$395K +$32K +950 +8%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$390K +$143K +4,242 +50%
RW
61
RVW Wealth
California
$389K
KeyBank National Association
62
KeyBank National Association
Ohio
$358K
NCM
63
Neumann Capital Management
California
$327K +$70.7K +2,100 +24%
SIM
64
Stratos Investment Management
Ohio
$324K
NA
65
NewEdge Advisors
Louisiana
$307K -$73.9K -2,195 -18%
AA
66
Addison Advisors
Vermont
$304K +$36.2K +1,075 +12%
PFBT
67
Parkside Financial Bank & Trust
Missouri
$286K
ECM
68
Evergreen Capital Management
Washington
$280K -$71.7K -2,130 -19%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$280K +$171K +5,088 +133%
OMC
70
Old Mission Capital
Illinois
$277K -$872K -25,898 -74%
TC
71
Trust Company
Kansas
$273K -$5.66K -168 -2%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$273K +$24.9K +740 +9%
FWM
73
Fingerlakes Wealth Management
New York
$272K +$89.2K +2,651 +43%
IA
74
IFP Advisors
Florida
$266K
UB
75
UMB Bank
Missouri
$265K -$30.4K -904 -9%