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Nuveen ESG Mid-Cap Value ETF

105 hedge funds and large institutions have $270M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

8% more capital invested

Capital invested by funds: $250M → $270M (+$19.8M)

2.93% more ownership

Funds ownership: 78.49%81.43% (+2.9%)

5% less funds holding

Funds holding: 110105 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
44
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
76
Franklin Resources
California
$259K
FFA
77
First Foundation Advisors
California
$258K +$11.6K +407 +5%
BFA
78
Bragg Financial Advisors
North Carolina
$249K +$33.7K +1,183 +16%
SWA
79
Stratos Wealth Advisors
Ohio
$247K
UB
80
UMB Bank
Missouri
$231K -$43K -1,509 -16%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$230K +$3.84K +135 +2%
VC
82
Vicus Capital
Pennsylvania
$226K +$217K +7,634 New
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$220K -$39K -1,371 -16%
SFO
84
Stokes Family Office
Louisiana
$213K
AA
85
Aire Advisors
California
$209K +$1.57K +55 +0.8%
LSPW
86
Lake Street Private Wealth
Illinois
$207K
IA
87
IFP Advisors
Florida
$151K -$161K -5,663 -53%
MFA
88
McClarren Financial Advisors
Pennsylvania
$140K
Bessemer Group
89
Bessemer Group
New Jersey
$86K
US Bancorp
90
US Bancorp
Minnesota
$85.2K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$65K
FFA
92
Farther Finance Advisors
California
$59.3K -$7.89K -277 -12%
AIP
93
Ameritas Investment Partners
Nebraska
$42.2K
SPIA
94
Steward Partners Investment Advisory
New York
$23.5K
IWP
95
IAG Wealth Partners
Wisconsin
$21.5K
RG
96
Retirement Group
California
$21K
IGWM
97
ICA Group Wealth Management
Colorado
$18.6K +$17.9K +628 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$16.3K -$4.24K -149 -21%
DIP
99
DT Investment Partners
Pennsylvania
$14.6K
Citigroup
100
Citigroup
New York
$14.2K