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Nuveen ESG Mid-Cap Value ETF

125 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
125
Holders Change
-4
Holders Change %
-3.1%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
39
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EH
76
Equitable Holdings
New York
$276K 7,660 +1,206 +19%
Wealth Enhancement Advisory Services
77
Wealth Enhancement Advisory Services
Minnesota
$275K 7,482 -262 -3%
FWP
78
Falcon Wealth Planning
California
$262K 7,269 +671 +10%
ML
79
McAdam LLC
Pennsylvania
$252K 6,992 +544 +8%
VA
80
VestGen Advisors
Illinois
$244K 6,774
AssetMark Inc
81
AssetMark Inc
California
$241K 6,680 +3,474 +108%
FTUS
82
Flow Traders U.S.
New York
$238K 6,589 -2,633 -29%
GSWM
83
Greenup Street Wealth Management
Michigan
$236K 6,540 +258 +4%
SHF
84
Stage Harbor Financial
Massachusetts
$233K 6,473 -2,160 -25%
CI
85
CX Institutional
Indiana
$232K 6,447 -354 -5%
SFM
86
Signet Financial Management
New Jersey
$226K 6,280
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$211K 5,860
EWA
88
EP Wealth Advisors
California
$107K 2,980 +2,980 New
Bessemer Group
89
Bessemer Group
New Jersey
$105K 2,909
FFA
90
Farther Finance Advisors
California
$92.8K 2,575
SPIA
91
Steward Partners Investment Advisory
New York
$82.7K 2,294 +69 +3%
UB
92
UMB Bank
Missouri
$78.7K 2,183 -998 -31%
GWS
93
Greykasell Wealth Strategies
California
$66.1K 1,834
Comerica Bank
94
Comerica Bank
Texas
$66.1K 1,833 -1,199 -40%
HI
95
Harbour Investments
Wisconsin
$65.9K 1,829 +311 +20%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$49.5K 1,373 +205 +18%
AIP
97
Ameritas Investment Partners
Nebraska
$43.6K 1,208
PA
98
Parallel Advisors
California
$36.7K 1,018 +165 +19%
PS
99
Principal Securities
Iowa
$31.3K 869
CWP
100
Concord Wealth Partners
Virginia
$29.6K 821 -2,613 -76%