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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $324M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $302M → $324M (+$22.3M)

0.17% more ownership

Funds ownership: 80.61%80.78% (+0.17%)

0% more funds holding

Funds holding: 126126 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
37
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
51
Commerce Bank
Missouri
$560K -$20.9K -557 -4%
PA
52
Parallel Advisors
California
$547K +$492K +13,118 +1,289%
CTC
53
Central Trust Company
Missouri
$535K +$10.6K +283 +2%
Ameriprise
54
Ameriprise
Minnesota
$512K +$497K +13,240 New
Corient Private Wealth
55
Corient Private Wealth
Florida
$500K -$71.3K -1,900 -13%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$446K -$3.3K -88 -0.8%
FTWA
57
Fifth Third Wealth Advisors
Ohio
$445K +$29.6K +790 +7%
SIM
58
Stratos Investment Management
Ohio
$443K
Betterment LLC
59
Betterment LLC
New York
$441K +$119K +3,176 +39%
PAG
60
Private Advisor Group
New Jersey
$434K +$71.4K +1,904 +20%
WWA
61
WCG Wealth Advisors
Nevada
$429K -$924K -24,627 -69%
Lido Advisors
62
Lido Advisors
California
$420K -$33.6K -895 -8%
TC
63
Trust Company
Kansas
$417K +$39.1K +1,043 +11%
SB
64
Simmons Bank
Arkansas
$412K -$15.8K -422 -4%
LA
65
LexAurum Advisors
Kansas
$401K -$88K -2,347 -18%
WT
66
Whittier Trust
California
$382K -$98.5K -2,627 -21%
PWMG
67
Private Wealth Management Group
New Jersey
$376K +$8.55K +228 +2%
JAA
68
Joel Adams & Associates
North Carolina
$375K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$365K -$3.75K -100 -1%
ECM
70
Evergreen Capital Management
Washington
$355K -$2.25K -60 -0.6%
FWP
71
Falcon Wealth Planning
California
$350K +$66.5K +1,773 +24%
EPW
72
Evergreen Private Wealth
Colorado
$348K -$25.5K -681 -7%
BFA
73
Bragg Financial Advisors
North Carolina
$333K
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$319K
EH
75
Equitable Holdings
New York
$309K +$12K +320 +4%