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Nuveen ESG Mid-Cap Value ETF

101 hedge funds and large institutions have $253M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.03% less ownership

Funds ownership: 81.43%80.4% (-1%)

4% less funds holding

Funds holding: 105101 (-4)

6% less capital invested

Capital invested by funds: $270M → $253M (-$17.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
38
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$217K -$37.9K -1,271 -14%
SFO
77
Stokes Family Office
Louisiana
$204K
VC
78
Vicus Capital
Pennsylvania
$202K -$16.1K -539 -7%
EWA
79
EP Wealth Advisors
California
$169K +$178K +5,960 New
MFA
80
McClarren Financial Advisors
Pennsylvania
$134K
Comerica Bank
81
Comerica Bank
Texas
$96.5K +$101K +3,396 New
US Bancorp
82
US Bancorp
Minnesota
$86.5K +$5.02K +168 +6%
Bessemer Group
83
Bessemer Group
New Jersey
$83K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$63K
FFA
85
Farther Finance Advisors
California
$56.9K
AIP
86
Ameritas Investment Partners
Nebraska
$40.5K
IWP
87
IAG Wealth Partners
Wisconsin
$23.5K +$3.04K +102 +14%
RG
88
Retirement Group
California
$20.2K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$14.9K -$806 -27 -5%
Citigroup
90
Citigroup
New York
$13.6K
DIP
91
DT Investment Partners
Pennsylvania
$13.5K
SPIA
92
Steward Partners Investment Advisory
New York
$12.8K -$10.2K -342 -43%
CA
93
Crewe Advisors
Utah
$11.3K
AF
94
Advisornet Financial
Minnesota
$10K
AGWCA
95
Annis Gardner Whiting Capital Advisors
Florida
$4.92K +$5.17K +173 New
IA
96
IFP Advisors
Florida
$2.59K -$150K -5,009 -98%
GRP
97
Global Retirement Partners
California
$1.83K
DFA
98
DHJJ Financial Advisors
Illinois
$1.63K +$1.7K +57 New
CWA
99
Carolina Wealth Advisors
South Carolina
$1.02K +$1.07K +36 New
NS
100
NBC Securities
Alabama
$1K +$1.34K +45 New