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Nuveen ESG Mid-Cap Value ETF

132 hedge funds and large institutions have $326M invested in Nuveen ESG Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

4% more funds holding

Funds holding: 127132 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.03% less ownership

Funds ownership: 82.08%80.05% (-2%)

6% less capital invested

Capital invested by funds: $345M → $326M (-$19.1M)

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
48
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
76
AssetMark Inc
California
$308K +$20.5K +512 +7%
First Manhattan
77
First Manhattan
New York
$306K
ISFAN
78
Investor's Fiduciary Advisor Network
Washington
$273K -$28.2K -702 -9%
ML
79
McAdam LLC
Pennsylvania
$267K +$201 +5 +0.1%
DAS
80
Dynamic Advisor Solutions
Arizona
$259K -$174K -4,335 -39%
IAG
81
Ipsen Advisor Group
Arkansas
$258K +$15.3K +381 +6%
SFM
82
Signet Financial Management
New Jersey
$243K
SF
83
Summit Financial
New Jersey
$243K +$252K +6,280 New
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$227K
SHF
85
Stage Harbor Financial
Massachusetts
$223K
HighTower Advisors
86
HighTower Advisors
Illinois
$222K +$15.3K +381 +7%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$222K -$99K -2,467 -30%
VA
88
VestGen Advisors
Illinois
$211K -$68.2K -1,701 -25%
JAA
89
Joel Adams & Associates
North Carolina
$210K -$77.4K -1,930 -26%
AF
90
Abound Financial
California
$210K -$66K -1,646 -23%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$210K -$114K -2,843 -34%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$203K -$1.11M -27,711 -84%
BA
93
Blueline Advisors
New Hampshire
$191K +$124K +3,079 +166%
FFA
94
Farther Finance Advisors
California
$182K -$36.4K -908 -16%
HI
95
Harbour Investments
Wisconsin
$131K +$59.1K +1,473 +77%
MIM
96
Marshall Investment Management
Colorado
$101K +$104K +2,598 New
SPIA
97
Steward Partners Investment Advisory
New York
$94.3K -$5.58K -139 -5%
WT
98
Whittier Trust
California
$90.8K -$301K -7,500 -76%
UBS AM
99
UBS AM
Illinois
$86.1K +$89K +2,220 New
UB
100
UMB Bank
Missouri
$84.6K