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Nuveen ESG Mid-Cap Value ETF

116 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $265M → $298M (+$33M)

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 80.27%80.22% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
39
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$452K +$40.7K +1,168 +11%
PAG
52
Private Advisor Group
New Jersey
$448K -$12.9K -369 -3%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$440K
EPW
54
Evergreen Private Wealth
Colorado
$426K +$2.68K +77 +0.7%
SIM
55
Stratos Investment Management
Ohio
$422K
SB
56
Simmons Bank
Arkansas
$418K
FTWA
57
Fifth Third Wealth Advisors
Ohio
$395K
LA
58
LexAurum Advisors
Kansas
$393K +$371K +10,655 New
Natixis Advisors
59
Natixis Advisors
Massachusetts
$388K +$367K +10,534 New
TC
60
Trust Company
Kansas
$366K +$16.2K +466 +5%
FWP
61
Falcon Wealth Planning
California
$362K +$16.9K +486 +5%
PWMG
62
Private Wealth Management Group
New Jersey
$355K +$25.5K +733 +8%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$333K +$94.3K +2,706 +43%
ECM
64
Evergreen Capital Management
Washington
$330K -$8.71K -250 -3%
VC
65
Vicus Capital
Pennsylvania
$326K +$209 +6 +0.1%
Franklin Resources
66
Franklin Resources
California
$323K
SWA
67
Stratos Wealth Advisors
Ohio
$307K
BFA
68
Bragg Financial Advisors
North Carolina
$304K -$7.11K -204 -2%
SHF
69
Stage Harbor Financial
Massachusetts
$287K -$7.98K -229 -3%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$284K -$2.4K -69 -0.9%
AWM
71
Avior Wealth Management
Nebraska
$280K -$22.5K -647 -8%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$268K +$253K +7,263 New
SPIA
73
Steward Partners Investment Advisory
New York
$267K +$172K +4,941 +214%
P
74
&Partners
Tennessee
$263K +$249K +7,136 New
CI
75
CX Institutional
Indiana
$247K -$592 -17 -0.3%