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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $317M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

25% more capital invested

Capital invested by funds: $253M → $317M (+$64.4M)

14% more funds holding

Funds holding: 101115 (+14)

13.56% more ownership

Funds ownership: 80.4%93.95% (+14%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 42

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
41
Reduced
42
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
76
UMB Bank
Missouri
$258K -$4.42K -153 -2%
CAMV
77
Concord Asset Management (Virginia)
Virginia
$257K -$61.3K -2,119 -21%
CFS
78
CGC Financial Services
Oregon
$231K +$212K +7,333 New
SFO
79
Stokes Family Office
Louisiana
$226K
VC
80
Vicus Capital
Pennsylvania
$221K -$2.57K -89 -1%
MML Investors Services
81
MML Investors Services
Massachusetts
$220K +$201K +6,961 New
EH
82
Equitable Holdings
New York
$220K -$19.6K -679 -9%
CAN
83
Cetera Advisor Networks
California
$217K +$199K +6,869 New
LSPW
84
Lake Street Private Wealth
Illinois
$214K +$196K +6,774 New
MFA
85
McClarren Financial Advisors
Pennsylvania
$152K +$3.06K +106 +2%
Comerica Bank
86
Comerica Bank
Texas
$104K -$2.95K -102 -3%
Bessemer Group
87
Bessemer Group
New Jersey
$92K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$71K +$1.42K +49 +2%
FFA
89
Farther Finance Advisors
California
$70.2K +$6.51K +225 +11%
ASN
90
Advisory Services Network
Georgia
$56.2K +$51.6K +1,783 New
SPIA
91
Steward Partners Investment Advisory
New York
$46.3K +$29.4K +1,017 +226%
AIP
92
Ameritas Investment Partners
Nebraska
$45.2K +$289 +10 +0.7%
US Bancorp
93
US Bancorp
Minnesota
$45K -$46.7K -1,616 -53%
PS
94
Principal Securities
Iowa
$39.6K +$36.3K +1,255 New
CAM
95
Clarity Asset Management
Iowa
$34.9K +$32K +1,107 New
PTC
96
Private Trust Company
Ohio
$27.4K +$25.2K +870 New
RG
97
Retirement Group
California
$22.4K
IGWM
98
ICA Group Wealth Management
Colorado
$18.1K +$16.6K +573 New
Fidelity Investments
99
Fidelity Investments
Massachusetts
$17.2K +$636 +22 +4%
Citigroup
100
Citigroup
New York
$15.1K