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Nuveen ESG Mid-Cap Value ETF

110 hedge funds and large institutions have $250M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 107110 (+3)

0.07% more ownership

Funds ownership: 78.43%78.49% (+0.07%)

0% less capital invested

Capital invested by funds: $251M → $250M (-$950K)

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
55
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$265K +$28.8K +948 +11%
RWP
77
Revolve Wealth Partners
New Jersey
$255K +$18.4K +605 +7%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$253K +$2.52K +83 +1%
Franklin Resources
79
Franklin Resources
California
$251K
SWA
80
Stratos Wealth Advisors
Ohio
$240K
FFA
81
First Foundation Advisors
California
$238K
Baird Financial Group
82
Baird Financial Group
Wisconsin
$219K +$16.3K +537 +8%
BFA
83
Bragg Financial Advisors
North Carolina
$207K +$219K +7,209 New
SFO
84
Stokes Family Office
Louisiana
$206K
AA
85
Aire Advisors
California
$201K -$1.55K -51 -0.7%
LSPW
86
Lake Street Private Wealth
Illinois
$200K
PFBT
87
Parkside Financial Bank & Trust
Missouri
$156K
MIA
88
Milestone Investment Advisors
Wisconsin
$144K
MFA
89
McClarren Financial Advisors
Pennsylvania
$135K
Bessemer Group
90
Bessemer Group
New Jersey
$83K
US Bancorp
91
US Bancorp
Minnesota
$82.5K +$5.86K +193 +7%
PA
92
Parallel Advisors
California
$68.2K
FFA
93
Farther Finance Advisors
California
$65.3K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$63K -$2.12K -70 -3%
AIP
95
Ameritas Investment Partners
Nebraska
$40.9K -$1.06K -35 -2%
GRP
96
Global Retirement Partners
California
$37.7K -$3.04K -100 -7%
SPIA
97
Steward Partners Investment Advisory
New York
$22.7K -$2.19K -72 -8%
IWP
98
IAG Wealth Partners
Wisconsin
$20.8K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$20.1K +$152 +5 +0.7%
RG
100
Retirement Group
California
$20K