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Nuveen ESG Mid-Cap Value ETF

105 hedge funds and large institutions have $270M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $250M → $270M (+$19.8M)

2.93% more ownership

Funds ownership: 78.49%81.43% (+2.9%)

5% less funds holding

Funds holding: 110105 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
44
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
51
Central Trust Company
Missouri
$547K -$3.93K -138 -0.7%
CCM
52
Coldstream Capital Management
Washington
$535K
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$535K -$25.4K -891 -5%
RIS
54
Retirement Income Solutions
Michigan
$526K -$18.7K -657 -4%
CAMV
55
Concord Asset Management (Virginia)
Virginia
$526K +$968 +34 +0.2%
PFBT
56
Parkside Financial Bank & Trust
Missouri
$503K +$329K +11,537 +212%
FWM
57
Fingerlakes Wealth Management
New York
$501K +$37.8K +1,327 +9%
TRCT
58
Tower Research Capital (TRC)
New York
$486K -$231K -8,121 -33%
AWM
59
Avior Wealth Management
Nebraska
$484K +$80.9K +2,841 +21%
Stifel Financial
60
Stifel Financial
Missouri
$456K -$103K -3,604 -19%
AA
61
Addison Advisors
Vermont
$423K -$2.42K -85 -0.6%
CB
62
Commerce Bank
Missouri
$404K -$107K -3,749 -22%
RSWM
63
Robertson Stephens Wealth Management
California
$385K -$1.43M -50,280 -79%
NCM
64
Neumann Capital Management
California
$383K +$22.8K +800 +7%
JMPWA
65
JP Morgan Private Wealth Advisors
California
$377K -$205K -7,205 -36%
CAM
66
Cresset Asset Management
Illinois
$369K +$71.5K +2,512 +25%
RFA
67
RTD Financial Advisors
Pennsylvania
$357K -$17.9K -630 -5%
SB
68
Simmons Bank
Arkansas
$336K +$42.5K +1,494 +15%
SIM
69
Stratos Investment Management
Ohio
$332K
RWP
70
Revolve Wealth Partners
New Jersey
$303K +$38.3K +1,345 +15%
TC
71
Trust Company
Kansas
$296K +$17.1K +602 +6%
ECM
72
Evergreen Capital Management
Washington
$277K -$285 -10 -0.1%
FWP
73
Falcon Wealth Planning
California
$274K +$263K +9,236 New
ASN
74
Advisory Services Network
Georgia
$271K -$638K -22,412 -71%
EH
75
Equitable Holdings
New York
$264K -$9.51K -334 -4%