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Nuveen ESG Mid-Cap Value ETF

86 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 10

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $194M → $215M (+$20.7M)

4% more funds holding

Funds holding: 8386 (+3)

0.63% more ownership

Funds ownership: 75.79%76.41% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
42
Reduced
10
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
76
Jones Financial Companies
Missouri
$37K +$38.2K +1,005 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$25K +$26K +684 New
BAM
78
Baldrige Asset Management
Pennsylvania
$18K
GWM
79
Geneos Wealth Management
Colorado
$18K
IWP
80
IAG Wealth Partners
Wisconsin
$15K
AF
81
Advisornet Financial
Minnesota
$12K
HWA
82
Heritage Wealth Advisors
Virginia
$12K +$4.11K +108 +52%
GRP
83
Global Retirement Partners
California
$6K +$4.03K +106 +163%
CA
84
Cornerstone Advisory
Maryland
$5K +$5.32K +140 New
Fidelity Investments
85
Fidelity Investments
Massachusetts
$1K +$570 +15 New
SIM
86
Seaview Investment Managers
Florida
-$1.21M -33,227 Closed
FIG
87
FundX Investment Group
California
-$1.08M -29,806 Closed
PI
88
PFS Investments
Georgia
-$1.14M -28,880 Closed
FTUS
89
Flow Traders U.S.
New York
-$728K -20,074 Closed
Goldman Sachs
90
Goldman Sachs
New York
-$409K -11,277 Closed
EWA
91
ERTS Wealth Advisors
Michigan
-$244K -9,891 Closed
SAS
92
Sage Advisory Services
Texas
-$260K -7,166 Closed
HC
93
Hamilton Capital
Ohio
-$208K -5,740 Closed
RPCA
94
Running Point Capital Advisors
California
-$129K -3,545 Closed
SFP
95
Sterling Financial Planning
New Jersey
-$53K -1,474 Closed
HI
96
Harbour Investments
Wisconsin
-$31K -846 Closed
BMD
97
Better Money Decisions
New Mexico
-$25K -697 Closed
AWA
98
Arkadios Wealth Advisors
Georgia
-$22K -630 Closed
JP Morgan Chase
99
JP Morgan Chase
New York
-$13K -351 Closed
CCM
100
Covington Capital Management
California
+$494 +13 New