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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $300M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ISFAN
76
Investor's Fiduciary Advisor Network
Washington
$283K
EH
77
Equitable Holdings
New York
$276K
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$275K
FWP
79
Falcon Wealth Planning
California
$262K
ML
80
McAdam LLC
Pennsylvania
$252K
VA
81
VestGen Advisors
Illinois
$244K
AssetMark Inc
82
AssetMark Inc
California
$241K
FTUS
83
Flow Traders U.S.
New York
$238K
GSWM
84
Greenup Street Wealth Management
Michigan
$236K
SHF
85
Stage Harbor Financial
Massachusetts
$233K
CI
86
CX Institutional
Indiana
$232K
SFM
87
Signet Financial Management
New Jersey
$226K
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$211K
EWA
89
EP Wealth Advisors
California
$107K
Bessemer Group
90
Bessemer Group
New Jersey
$105K
FFA
91
Farther Finance Advisors
California
$92.8K
SPIA
92
Steward Partners Investment Advisory
New York
$82.7K
UB
93
UMB Bank
Missouri
$78.7K
GWS
94
Greykasell Wealth Strategies
California
$66.1K
Comerica Bank
95
Comerica Bank
Texas
$66.1K
HI
96
Harbour Investments
Wisconsin
$65.9K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$49.5K
AIP
98
Ameritas Investment Partners
Nebraska
$43.6K
PA
99
Parallel Advisors
California
$36.7K
PS
100
Principal Securities
Iowa
$31.3K