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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

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 80.33%80.27% (-0.06%)

6% less capital invested

Capital invested by funds: $281M → $265M (-$16.1M)

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
12
Increased
40
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
76
Lake Street Private Wealth
Illinois
$224K
RVPG
77
Relative Value Partners Group
$224K +$225K +6,774 New
CI
78
CX Institutional
Indiana
$222K -$2.22K -67 -1%
MML Investors Services
79
MML Investors Services
Massachusetts
$222K +$100 +3 +0%
FFA
80
First Foundation Advisors
California
$216K -$33.1K -998 -13%
CAMV
81
Concord Asset Management (Virginia)
Virginia
$212K -$33.9K -1,022 -14%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$209K +$210K +6,321 New
SFM
83
Signet Financial Management
New Jersey
$209K
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$202K -$2.98K -90 -1%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$201K +$202K +6,078 New
UB
86
UMB Bank
Missouri
$190K -$62.4K -1,880 -25%
LC
87
Lindbrook Capital
California
$182K +$182K +5,500 New
MFA
88
McClarren Financial Advisors
Pennsylvania
$159K -$159K -4,799 -99%
Comerica Bank
89
Comerica Bank
Texas
$97K -$9.09K -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 +$27.8K +837 +57%
PS
94
Principal Securities
Iowa
$48K -$1.66K -50 -3%
AIP
95
Ameritas Investment Partners
Nebraska
$39.6K -$7.76K -234 -16%
PTC
96
Private Trust Company
Ohio
$28.7K
Citigroup
97
Citigroup
New York
$27.8K +$15.4K +463 +122%
IWP
98
IAG Wealth Partners
Wisconsin
$20.9K +$21K +634 New
DP
99
Denver PWM
Colorado
$18.1K +$18.1K +547 New
CAM
100
Clarity Asset Management
Iowa
$14.4K -$3.35K -101 -19%