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Nuveen ESG Mid-Cap Value ETF

107 hedge funds and large institutions have $251M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 19

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $215M → $251M (+$36.6M)

8% more funds holding

Funds holding: 99107 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22.29% less ownership

Funds ownership: 100.71%78.43% (-22%)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$248K
EH
77
Equitable Holdings
New York
$247K +$256K +8,302 New
FFA
78
First Foundation Advisors
California
$247K +$256K +8,299 New
RWP
79
Revolve Wealth Partners
New Jersey
$246K +$38.3K +1,243 +18%
SFO
80
Stokes Family Office
Louisiana
$213K
TRCT
81
Tower Research Capital (TRC)
New York
$211K -$395K -12,824 -64%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$211K +$219K +7,105 New
AA
83
Aire Advisors
California
$210K +$217K +7,063 New
LSPW
84
Lake Street Private Wealth
Illinois
$207K +$215K +6,974 New
PFBT
85
Parkside Financial Bank & Trust
Missouri
$162K
MIA
86
Milestone Investment Advisors
Wisconsin
$149K +$154K +5,000 New
MFA
87
McClarren Financial Advisors
Pennsylvania
$140K -$2.43K -79 -2%
Bessemer Group
88
Bessemer Group
New Jersey
$87K +$36K +1,170 +67%
US Bancorp
89
US Bancorp
Minnesota
$79.8K
PA
90
Parallel Advisors
California
$70.7K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$68K +$5.91K +192 +9%
FFA
92
Farther Finance Advisors
California
$67.7K +$70.1K +2,277 New
AIP
93
Ameritas Investment Partners
Nebraska
$43.4K -$483K -15,699 -91%
GRP
94
Global Retirement Partners
California
$42.7K +$35.5K +1,152 +406%
SPIA
95
Steward Partners Investment Advisory
New York
$25.7K
IWP
96
IAG Wealth Partners
Wisconsin
$21.6K +$9.61K +312 +75%
RG
97
Retirement Group
California
$21K +$12K +391 +123%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$20.6K
Citigroup
99
Citigroup
New York
$14.3K
DIP
100
DT Investment Partners
Pennsylvania
$12K +$2.49K +81 +25%