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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $281M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $317M → $281M (-$35.6M)

13.62% less ownership

Funds ownership: 93.95%80.33% (-14%)

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
40
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$588K -$162K -5,103 -23%
AWM
52
Avior Wealth Management
Nebraska
$579K +$45.2K +1,420 +9%
TRCT
53
Tower Research Capital (TRC)
New York
$553K +$78.3K +2,460 +18%
RIS
54
Retirement Income Solutions
Michigan
$528K
CTC
55
Central Trust Company
Missouri
$500K +$14.5K +457 +3%
NCM
56
Neumann Capital Management
California
$491K +$22.3K +700 +5%
Mariner
57
Mariner
Kansas
$458K +$426K +13,379 New
WT
58
Whittier Trust
California
$432K
PAG
59
Private Advisor Group
New Jersey
$419K -$8.72K -274 -2%
RFA
60
RTD Financial Advisors
Pennsylvania
$415K -$10.3K -323 -3%
EPW
61
Evergreen Private Wealth
Colorado
$394K +$20.2K +636 +6%
SIM
62
Stratos Investment Management
Ohio
$392K
WA
63
Westfuller Advisors
New York
$390K +$363K +11,393 New
SB
64
Simmons Bank
Arkansas
$388K
FTWA
65
Fifth Third Wealth Advisors
Ohio
$367K +$341K +10,720 New
TC
66
Trust Company
Kansas
$341K -$7.35K -231 -2%
FWP
67
Falcon Wealth Planning
California
$313K +$30.7K +965 +12%
ECM
68
Evergreen Capital Management
Washington
$313K -$22K -690 -7%
SHF
69
Stage Harbor Financial
Massachusetts
$307K
Franklin Resources
70
Franklin Resources
California
$299K
HighTower Advisors
71
HighTower Advisors
Illinois
$299K -$238K -7,466 -46%
CWP
72
Concord Wealth Partners
Virginia
$298K -$45K -1,414 -14%
BFA
73
Bragg Financial Advisors
North Carolina
$295K +$4.68K +147 +2%
PWMG
74
Private Wealth Management Group
New Jersey
$286K -$3.76K -118 -1%
JP Morgan Chase
75
JP Morgan Chase
New York
$285K