We are live on ! Find out more
NUMV icon

Nuveen ESG Mid-Cap Value ETF

110 hedge funds and large institutions have $250M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 107110 (+3)

0.07% more ownership

Funds ownership: 78.43%78.49% (+0.07%)

0% less capital invested

Capital invested by funds: $251M → $250M (-$950K)

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
55
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
51
Avantax Planning Partners
Iowa
$635K +$23.2K +765 +4%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$572K +$605K +19,932 New
HighTower Advisors
53
HighTower Advisors
Illinois
$552K +$13.7K +450 +2%
Stifel Financial
54
Stifel Financial
Missouri
$545K +$576K +18,979 New
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$544K
CTC
56
Central Trust Company
Missouri
$534K -$120K -3,963 -18%
RIS
57
Retirement Income Solutions
Michigan
$528K +$35.3K +1,164 +7%
HGWM
58
Harvest Group Wealth Management
Massachusetts
$525K +$111K +3,661 +25%
CCM
59
Coldstream Capital Management
Washington
$518K
CAMV
60
Concord Asset Management (Virginia)
Virginia
$508K +$15.4K +509 +3%
CB
61
Commerce Bank
Missouri
$499K +$15.9K +525 +3%
FWM
62
Fingerlakes Wealth Management
New York
$447K +$97.4K +3,210 +26%
AA
63
Addison Advisors
Vermont
$412K +$108K +3,545 +33%
RW
64
RVW Wealth
California
$402K +$39.3K +1,295 +10%
AWM
65
Avior Wealth Management
Nebraska
$388K +$38.1K +1,257 +10%
RFA
66
RTD Financial Advisors
Pennsylvania
$364K -$4.7K -155 -1%
NCM
67
Neumann Capital Management
California
$348K +$34.9K +1,150 +10%
SIM
68
Stratos Investment Management
Ohio
$321K
HWA
69
Heritage Wealth Advisors
Virginia
$299K -$1.52K -50 -0.5%
IA
70
IFP Advisors
Florida
$299K -$7.19K -237 -2%
CAM
71
Cresset Asset Management
Illinois
$285K
SB
72
Simmons Bank
Arkansas
$283K -$274K -9,020 -48%
TC
73
Trust Company
Kansas
$269K -$5.98K -197 -2%
ECM
74
Evergreen Capital Management
Washington
$268K -$17K -560 -6%
UB
75
UMB Bank
Missouri
$267K +$9.13K +301 +3%