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Nuveen ESG Mid-Cap Value ETF

98 hedge funds and large institutions have $252M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

511% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 9

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $215M → $252M (+$36.8M)

16.83% more ownership

Funds ownership: 76.41%93.24% (+17%)

14% more funds holding

Funds holding: 8698 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
76
Fingerlakes Wealth Management
New York
$224K +$24.3K +679 +12%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$219K +$193K +5,389 +788%
SFM
78
Signet Financial Management
New Jersey
$216K +$21.5K +602 +11%
EWA
79
ERTS Wealth Advisors
Michigan
$216K +$214K +5,992 New
MFA
80
McClarren Financial Advisors
Pennsylvania
$173K -$5.08K -142 -3%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$140K +$101K +2,821 +281%
RG
82
Retirement Group
California
$98K +$11.4K +318 +13%
HWA
83
Heritage Wealth Advisors
Virginia
$88K +$75.9K +2,124 +676%
PA
84
Parallel Advisors
California
$87K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$75K
Bessemer Group
86
Bessemer Group
New Jersey
$63K
US Bancorp
87
US Bancorp
Minnesota
$59K +$58.9K +1,649 New
PCG
88
Private Capital Group
Connecticut
$51K
CCM
89
Covington Capital Management
California
$19K +$18.5K +517 +3,977%
GWM
90
Geneos Wealth Management
Colorado
$18K
BAM
91
Baldrige Asset Management
Pennsylvania
$17K
Citigroup
92
Citigroup
New York
$17K +$17.2K +480 New
IWP
93
IAG Wealth Partners
Wisconsin
$15K
AF
94
Advisornet Financial
Minnesota
$13K +$1.14K +32 +10%
GRP
95
Global Retirement Partners
California
$8K +$2.18K +61 +36%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$7K +$6.18K +173 +1,153%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.89K +53 New
FAIM
98
Financial Advocates Investment Management
Washington
-$3.16M -85,577 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$621K -16,796 Closed
APA
100
Astoria Portfolio Advisors
New York
-$217K -5,885 Closed