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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $265M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 80.33%80.27% (-0.06%)

6% less capital invested

Capital invested by funds: $281M → $265M (-$16.1M)

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
12
Increased
40
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
51
RTD Financial Advisors
Pennsylvania
$544K +$144K +4,331 +36%
NCM
52
Neumann Capital Management
California
$489K +$14.9K +450 +3%
CTC
53
Central Trust Company
Missouri
$471K -$12.1K -365 -2%
TRCT
54
Tower Research Capital (TRC)
New York
$468K -$65.4K -1,973 -12%
WT
55
Whittier Trust
California
$417K
PAG
56
Private Advisor Group
New Jersey
$414K +$8.86K +267 +2%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$398K +$181K +5,465 +83%
EPW
58
Evergreen Private Wealth
Colorado
$380K -$730 -22 -0.2%
SIM
59
Stratos Investment Management
Ohio
$378K
SB
60
Simmons Bank
Arkansas
$375K
JP Morgan Chase
61
JP Morgan Chase
New York
$366K +$91K +2,742 +33%
FTWA
62
Fifth Third Wealth Advisors
Ohio
$354K
TC
63
Trust Company
Kansas
$313K -$16.4K -493 -5%
FWP
64
Falcon Wealth Planning
California
$309K +$6.37K +192 +2%
ECM
65
Evergreen Capital Management
Washington
$304K +$2.32K +70 +0.8%
PWMG
66
Private Wealth Management Group
New Jersey
$294K +$18.6K +561 +7%
VC
67
Vicus Capital
Pennsylvania
$292K +$63.2K +1,905 +27%
Franklin Resources
68
Franklin Resources
California
$289K
BFA
69
Bragg Financial Advisors
North Carolina
$280K -$5.21K -157 -2%
SWA
70
Stratos Wealth Advisors
Ohio
$276K
AWM
71
Avior Wealth Management
Nebraska
$272K -$288K -8,685 -51%
SHF
72
Stage Harbor Financial
Massachusetts
$267K -$29.8K -898 -10%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$257K +$258K +7,775 New
CWP
74
Concord Wealth Partners
Virginia
$254K -$33.9K -1,022 -12%
SFO
75
Stokes Family Office
Louisiana
$237K