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Nuveen ESG Mid-Cap Value ETF

107 hedge funds and large institutions have $251M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 19

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $215M → $251M (+$36.6M)

8% more funds holding

Funds holding: 99107 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22.29% less ownership

Funds ownership: 100.71%78.43% (-22%)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Simmons Bank
Arkansas
$561K
HighTower Advisors
52
HighTower Advisors
Illinois
$557K +$29.6K +962 +5%
CCM
53
Coldstream Capital Management
Washington
$537K +$556K +18,065 New
RIS
54
Retirement Income Solutions
Michigan
$513K +$30.9K +1,003 +6%
CAMV
55
Concord Asset Management (Virginia)
Virginia
$512K +$2.49K +81 +0.5%
CB
56
Commerce Bank
Missouri
$502K -$21.4K -695 -4%
OWM
57
Opes Wealth Management
California
$469K +$3.08K +100 +0.6%
HGWM
58
Harvest Group Wealth Management
Massachusetts
$435K +$493 +16 +0.1%
Citadel Advisors
59
Citadel Advisors
Florida
$386K +$400K +12,982 New
RFA
60
RTD Financial Advisors
Pennsylvania
$382K +$5.82K +189 +1%
RW
61
RVW Wealth
California
$378K +$554 +18 +0.1%
FWM
62
Fingerlakes Wealth Management
New York
$368K +$57.3K +1,862 +18%
AWM
63
Avior Wealth Management
Nebraska
$364K +$74.1K +2,407 +24%
SIM
64
Stratos Investment Management
Ohio
$333K +$19K +617 +6%
IAG
65
Ipsen Advisor Group
Arkansas
$327K +$339K +10,998 New
NCM
66
Neumann Capital Management
California
$327K +$64.7K +2,100 +24%
AA
67
Addison Advisors
Vermont
$321K -$16K -520 -5%
HWA
68
Heritage Wealth Advisors
Virginia
$312K +$585 +19 +0.2%
IA
69
IFP Advisors
Florida
$305K +$43K +1,398 +15%
CAM
70
Cresset Asset Management
Illinois
$296K +$306K +9,942 New
ECM
71
Evergreen Capital Management
Washington
$295K +$8.47K +275 +3%
TC
72
Trust Company
Kansas
$285K +$13.9K +453 +5%
UB
73
UMB Bank
Missouri
$268K +$8.99K +292 +3%
Franklin Resources
74
Franklin Resources
California
$260K +$269K +8,750 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$260K -$10.2K -332 -4%