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Nuveen ESG Mid-Cap Value ETF

99 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3.82% more ownership

Funds ownership: 96.89%100.71% (+3.8%)

2% more funds holding

Funds holding: 9799 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $223M → $215M (-$7.92M)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
48
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Commerce Bank
Missouri
$499K -$42.5K -1,325 -7%
AIP
52
Ameritas Investment Partners
Nebraska
$486K +$9.3K +290 +2%
CAMV
53
Concord Asset Management (Virginia)
Virginia
$486K +$52.7K +1,645 +11%
QFA
54
Quantum Financial Advisors
California
$480K +$40.9K +1,276 +8%
RIS
55
Retirement Income Solutions
Michigan
$464K
OWM
56
Opes Wealth Management
California
$444K +$88.6K +2,765 +21%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$440K +$211K +6,582 +74%
HGWM
58
Harvest Group Wealth Management
Massachusetts
$428K +$1.83K +57 +0.4%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$368K +$416K +12,967 New
RW
60
RVW Wealth
California
$360K +$128 +4 +0%
RFA
61
RTD Financial Advisors
Pennsylvania
$359K -$34.5K -1,076 -8%
AA
62
Addison Advisors
Vermont
$321K +$44.7K +1,395 +14%
SIM
63
Stratos Investment Management
Ohio
$300K
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$299K +$92K +2,870 +38%
FWM
65
Fingerlakes Wealth Management
New York
$298K +$52.6K +1,640 +18%
HWA
66
Heritage Wealth Advisors
Virginia
$297K +$156K +4,864 +87%
APA
67
American Portfolios Advisors
New York
$288K -$98.1K -3,060 -23%
AWM
68
Avior Wealth Management
Nebraska
$279K +$316K +9,843 New
ECM
69
Evergreen Capital Management
Washington
$274K +$16K +500 +5%
IA
70
IFP Advisors
Florida
$266K +$256 +8 +0.1%
KeyBank National Association
71
KeyBank National Association
Ohio
$264K -$76K -2,371 -20%
TC
72
Trust Company
Kansas
$259K +$6.99K +218 +2%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$257K +$4.46K +139 +2%
NCM
74
Neumann Capital Management
California
$252K -$57.7K -1,800 -17%
UB
75
UMB Bank
Missouri
$247K +$1.73K +54 +0.6%