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Nuveen ESG Mid-Cap Value ETF

116 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $265M → $298M (+$33M)

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 80.27%80.22% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% 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
10
Increased
39
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$244K -$3.45K -99 -1%
TRCT
77
Tower Research Capital (TRC)
New York
$242K -$265K -7,616 -54%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$240K -$760K -21,818 -77%
SFM
79
Signet Financial Management
New Jersey
$231K -$1.46K -42 -0.7%
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$225K
Baird Financial Group
81
Baird Financial Group
Wisconsin
$208K -$15.5K -444 -7%
CWP
82
Concord Wealth Partners
Virginia
$206K -$73.1K -2,097 -27%
Citadel Advisors
83
Citadel Advisors
Florida
$203K -$512K -14,704 -73%
Comerica Bank
84
Comerica Bank
Texas
$133K +$23.7K +679 +23%
UB
85
UMB Bank
Missouri
$131K -$76.4K -2,193 -38%
Bessemer Group
86
Bessemer Group
New Jersey
$107K
EWA
87
EP Wealth Advisors
California
$103K +$97.4K +2,795 New
FFA
88
Farther Finance Advisors
California
$101K
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$83K -$5.89K -169 -7%
PS
90
Principal Securities
Iowa
$70.9K +$16.4K +470 +32%
GSEP
91
Golden State Equity Partners
California
$59.2K +$56K +1,606 New
HI
92
Harbour Investments
Wisconsin
$52K +$49.2K +1,411 New
AIP
93
Ameritas Investment Partners
Nebraska
$44.2K
PTC
94
Private Trust Company
Ohio
$32.1K
UFAC
95
Urban Financial Advisory Corp
Illinois
$24.7K +$23.3K +670 New
Fidelity Investments
96
Fidelity Investments
Massachusetts
$24.4K +$8.5K +244 +58%
IWP
97
IAG Wealth Partners
Wisconsin
$23.4K
DP
98
Denver PWM
Colorado
$20.6K +$453 +13 +2%
CIA
99
Cape Investment Advisory
Georgia
$18.4K +$17.4K +499 New
AF
100
Allworth Financial
California
$17.2K +$10.2K +294 +171%