We are live on ! Find out more
NUMV icon

Nuveen ESG Mid-Cap Value ETF

129 hedge funds and large institutions have $291M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 47 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

2% more funds holding

Funds holding: 126129 (+3)

1.89% more ownership

Funds ownership: 80.34%82.24% (+1.9%)

2% more capital invested

Capital invested by funds: $286M → $291M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
38
Reduced
47
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
$451K +$14K +400 +3%
LA
52
LexAurum Advisors
Kansas
$434K +$47.6K +1,355 +12%
WT
53
Whittier Trust
California
$425K -$7.02K -200 -2%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$422K +$18.7K +533 +5%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$401K +$71.2K +2,029 +21%
EPW
56
Evergreen Private Wealth
Colorado
$396K -$246 -7 -0.1%
SIM
57
Stratos Investment Management
Ohio
$392K
SB
58
Simmons Bank
Arkansas
$388K
FTWA
59
Fifth Third Wealth Advisors
Ohio
$367K
PAG
60
Private Advisor Group
New Jersey
$353K -$11.5K -327 -3%
TC
61
Trust Company
Kansas
$350K -$8.5K -242 -2%
VC
62
Vicus Capital
Pennsylvania
$327K -$10.2K -290 -3%
ECM
63
Evergreen Capital Management
Washington
$326K +$17.9K +509 +6%
PWMG
64
Private Wealth Management Group
New Jersey
$320K +$35 +1 +0%
FTUS
65
Flow Traders U.S.
New York
$315K +$324K +9,222 New
LAMNM
66
Longview Asset Management (New Mexico)
New Mexico
$310K -$16.3K -464 -5%
SHF
67
Stage Harbor Financial
Massachusetts
$295K +$21.9K +624 +8%
BFA
68
Bragg Financial Advisors
North Carolina
$283K
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$282K +$34.8K +990 +14%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$265K -$24.4K -696 -8%
CI
71
CX Institutional
Indiana
$233K +$10K +286 +4%
EWA
72
ERTS Wealth Advisors
Michigan
$233K +$239K +6,800 New
VA
73
VestGen Advisors
Illinois
$232K +$238K +6,774 New
Corient Private Wealth
74
Corient Private Wealth
Florida
$232K +$238K +6,770 New
MML Investors Services
75
MML Investors Services
Massachusetts
$227K -$597 -17 -0.3%