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Nuveen ESG Mid-Cap Value ETF

99 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3.82% more ownership

Funds ownership: 96.89%100.71% (+3.8%)

2% more funds holding

Funds holding: 9799 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $223M → $215M (-$7.92M)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
48
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$245K -$43.3K -1,350 -14%
PAG
77
Private Advisor Group
New Jersey
$239K +$270K +8,413 New
5L
78
55I LLC
Massachusetts
$237K +$268K +8,346 New
SWA
79
Stratos Wealth Advisors
Ohio
$237K +$268K +8,346 New
SFO
80
Stokes Family Office
Louisiana
$204K
RWP
81
Revolve Wealth Partners
New Jersey
$200K +$225K +7,033 New
PFBT
82
Parkside Financial Bank & Trust
Missouri
$154K -$125K -3,886 -42%
MFA
83
McClarren Financial Advisors
Pennsylvania
$136K +$154K +4,805 New
US Bancorp
84
US Bancorp
Minnesota
$77K +$16.7K +522 +24%
PA
85
Parallel Advisors
California
$67K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$59K
Bessemer Group
87
Bessemer Group
New Jersey
$49K
WFA
88
Wipfli Financial Advisors
Wisconsin
$32K +$35.6K +1,111 New
CCM
89
Covington Capital Management
California
$26K
SPIA
90
Steward Partners Investment Advisory
New York
$25K -$20.4K -636 -42%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$20K
Citigroup
92
Citigroup
New York
$14K
IWP
93
IAG Wealth Partners
Wisconsin
$12K
CA
94
Crewe Advisors
Utah
$11K +$12.1K +378 New
AF
95
Advisornet Financial
Minnesota
$10K
RG
96
Retirement Group
California
$9K -$76.6K -2,391 -88%
GRP
97
Global Retirement Partners
California
$9K
DIP
98
DT Investment Partners
Pennsylvania
$9K +$10.4K +324 New
RWP
99
RWA Wealth Partners
Massachusetts
-$1.2M -39,244 Closed
Citadel Advisors
100
Citadel Advisors
Florida
-$726K -23,714 Closed