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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $281M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $317M → $281M (-$35.6M)

13.62% less ownership

Funds ownership: 93.95%80.33% (-14%)

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
40
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Stratos Wealth Advisors
Ohio
$285K
UB
77
UMB Bank
Missouri
$261K -$17.5K -551 -7%
FFA
78
First Foundation Advisors
California
$258K -$81.2K -2,551 -25%
CAMV
79
Concord Asset Management (Virginia)
Virginia
$254K -$22.7K -713 -9%
CAN
80
Cetera Advisor Networks
California
$247K +$11.1K +349 +5%
SFO
81
Stokes Family Office
Louisiana
$245K
VC
82
Vicus Capital
Pennsylvania
$238K -$1.81K -57 -0.8%
CI
83
CX Institutional
Indiana
$232K +$216K +6,796 New
LSPW
84
Lake Street Private Wealth
Illinois
$232K
MML Investors Services
85
MML Investors Services
Massachusetts
$230K -$7.32K -230 -3%
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$225K +$209K +6,572 New
SFM
87
Signet Financial Management
New Jersey
$216K +$201K +6,322 New
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$212K +$197K +6,201 New
MFA
89
McClarren Financial Advisors
Pennsylvania
$166K
Comerica Bank
90
Comerica Bank
Texas
$110K -$2.67K -84 -3%
Bessemer Group
91
Bessemer Group
New Jersey
$99K
FFA
92
Farther Finance Advisors
California
$93.5K +$16.7K +525 +24%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$83K +$5.38K +169 +7%
PS
94
Principal Securities
Iowa
$51.4K +$7.93K +249 +20%
SPIA
95
Steward Partners Investment Advisory
New York
$50.2K
AIP
96
Ameritas Investment Partners
Nebraska
$49.1K
PTC
97
Private Trust Company
Ohio
$29.8K
RG
98
Retirement Group
California
$24.2K
CAM
99
Clarity Asset Management
Iowa
$18.4K -$18.1K -570 -51%
IGWM
100
ICA Group Wealth Management
Colorado
$18.1K -$1.37K -43 -8%