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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $265M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
40
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LSPW
76
Lake Street Private Wealth
Illinois
$224K
RVPG
77
Relative Value Partners Group
$224K +$224K +6,774 New
CI
78
CX Institutional
Indiana
$222K -$2.21K -67 -1%
MML Investors Services
79
MML Investors Services
Massachusetts
$222K +$99 +3 +0%
FFA
80
First Foundation Advisors
California
$216K -$33K -998 -13%
CAMV
81
Concord Asset Management (Virginia)
Virginia
$212K -$33.8K -1,022 -14%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$209K +$209K +6,321 New
SFM
83
Signet Financial Management
New Jersey
$209K
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$202K -$2.97K -90 -1%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$201K +$201K +6,078 New
UB
86
UMB Bank
Missouri
$190K -$62.1K -1,880 -25%
LC
87
Lindbrook Capital
California
$182K +$182K +5,500 New
MFA
88
McClarren Financial Advisors
Pennsylvania
$159K -$23.1M -4,799 -99%
Comerica Bank
89
Comerica Bank
Texas
$97K -$9.05K -274 -9%
Bessemer Group
90
Bessemer Group
New Jersey
$96K
FFA
91
Farther Finance Advisors
California
$89.8K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$80K
SPIA
93
Steward Partners Investment Advisory
New York
$76.1K +$27.6K +837 +57%
PS
94
Principal Securities
Iowa
$48K -$1.65K -50 -3%
AIP
95
Ameritas Investment Partners
Nebraska
$39.6K -$7.73K -234 -16%
PTC
96
Private Trust Company
Ohio
$28.7K
Citigroup
97
Citigroup
New York
$27.8K +$15.3K +463 +122%
IWP
98
IAG Wealth Partners
Wisconsin
$20.9K +$20.9K +634 New
DP
99
Denver PWM
Colorado
$18.1K +$18.1K +547 New
CAM
100
Clarity Asset Management
Iowa
$14.4K -$3.34K -101 -19%