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Nuveen ESG Mid-Cap Value ETF

127 hedge funds and large institutions have $345M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $324M → $345M (+$20.4M)

1.3% more ownership

Funds ownership: 80.78%82.08% (+1.3%)

1% more funds holding

Funds holding: 126127 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
57
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
51
SageView Advisory Group
California
$626K +$58.3K +1,500 +10%
NCM
52
Neumann Capital Management
California
$623K
PA
53
Parallel Advisors
California
$553K
CB
54
Commerce Bank
Missouri
$506K -$59.7K -1,536 -11%
Ameriprise
55
Ameriprise
Minnesota
$492K -$25.2K -648 -5%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$470K +$19.5K +503 +4%
FTWA
57
Fifth Third Wealth Advisors
Ohio
$450K
PAG
58
Private Advisor Group
New Jersey
$450K +$10.6K +274 +2%
SIM
59
Stratos Investment Management
Ohio
$448K
Lido Advisors
60
Lido Advisors
California
$442K +$21.5K +553 +5%
Betterment LLC
61
Betterment LLC
New York
$437K -$8.9K -229 -2%
DAS
62
Dynamic Advisor Solutions
Arizona
$431K -$1.11M -28,501 -72%
TC
63
Trust Company
Kansas
$422K +$39 +1 +0%
SB
64
Simmons Bank
Arkansas
$418K +$1.4K +36 +0.3%
PWMG
65
Private Wealth Management Group
New Jersey
$410K +$30.2K +777 +8%
CFM
66
Cornerstone Financial Management
Massachusetts
$402K +$399K +10,278 New
WT
67
Whittier Trust
California
$395K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$364K -$3.88K -100 -1%
ECM
69
Evergreen Capital Management
Washington
$362K +$3.11K +80 +0.9%
FWP
70
Falcon Wealth Planning
California
$353K -$505 -13 -0.1%
BFA
71
Bragg Financial Advisors
North Carolina
$337K
CI
72
CX Institutional
Indiana
$335K +$64.6K +1,662 +24%
EPW
73
Evergreen Private Wealth
Colorado
$329K -$22.9K -589 -7%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$328K +$32.9K +847 +12%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$325K +$2.06K +53 +0.6%