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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $286M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

9% more funds holding

Funds holding: 116126 (+10)

0.12% more ownership

Funds ownership: 80.22%80.34% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $298M → $286M (-$12.8M)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% 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
19
Increased
53
Reduced
36
Closed
7
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
$445K +$19.6K +536 +4%
WT
52
Whittier Trust
California
$440K
Natixis Advisors
53
Natixis Advisors
Massachusetts
$411K +$46.7K +1,274 +12%
EPW
54
Evergreen Private Wealth
Colorado
$403K +$513 +14 +0.1%
SIM
55
Stratos Investment Management
Ohio
$399K
SB
56
Simmons Bank
Arkansas
$394K -$586 -16 -0.1%
LA
57
LexAurum Advisors
Kansas
$394K +$24.6K +671 +6%
FTWA
58
Fifth Third Wealth Advisors
Ohio
$373K
PAG
59
Private Advisor Group
New Jersey
$371K -$55K -1,502 -12%
TC
60
Trust Company
Kansas
$364K +$19.6K +534 +5%
VC
61
Vicus Capital
Pennsylvania
$343K +$36.8K +1,003 +11%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$338K +$24.8K +677 +7%
LAMNM
63
Longview Asset Management (New Mexico)
New Mexico
$332K +$349K +9,531 New
FWP
64
Falcon Wealth Planning
California
$332K -$11.1K -303 -3%
PWMG
65
Private Wealth Management Group
New Jersey
$326K -$10.4K -285 -3%
ECM
66
Evergreen Capital Management
Washington
$314K +$1.76K +48 +0.5%
GWS
67
Greykasell Wealth Strategies
California
$296K +$311K +8,499 New
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$294K +$26.9K +734 +10%
SWA
69
Stratos Wealth Advisors
Ohio
$291K
BFA
70
Bragg Financial Advisors
North Carolina
$288K
SHF
71
Stage Harbor Financial
Massachusetts
$279K +$6.05K +165 +2%
AF
72
Abound Financial
California
$272K +$286K +7,817 New
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$253K
SAM
74
Synergy Asset Management
Washington
$235K +$247K +6,726 New
EH
75
Equitable Holdings
New York
$232K +$245K +6,676 New