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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $286M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

9% more funds holding

Funds holding: 116126 (+10)

0.12% more ownership

Funds ownership: 80.22%80.34% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $298M → $286M (-$12.8M)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% 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
19
Increased
53
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
76
MML Investors Services
Massachusetts
$232K +$1.17K +32 +0.5%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$229K -$200K -5,465 -45%
Citadel Advisors
78
Citadel Advisors
Florida
$228K +$37.8K +1,030 +19%
CI
79
CX Institutional
Indiana
$227K -$7.22K -197 -3%
GSWM
80
Greenup Street Wealth Management
Michigan
$224K +$236K +6,441 New
SFM
81
Signet Financial Management
New Jersey
$219K
Betterment LLC
82
Betterment LLC
New York
$210K +$221K +6,029 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$205K -$8.1K -221 -4%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$201K +$5.02K +137 +2%
TRCT
85
Tower Research Capital (TRC)
New York
$191K -$39.5K -1,079 -16%
CWP
86
Concord Wealth Partners
Virginia
$179K -$15.9K -434 -8%
AWM
87
Avior Wealth Management
Nebraska
$177K -$91.8K -2,506 -33%
MIM
88
Marshall Investment Management
Colorado
$176K +$175K +4,784 New
MFA
89
McClarren Financial Advisors
Pennsylvania
$171K +$3.23K +88 +2%
SFGP
90
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$131K +$137K +3,750 New
Comerica Bank
91
Comerica Bank
Texas
$122K -$3.96K -108 -3%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$121K +$45K +1,227 +54%
UB
93
UMB Bank
Missouri
$120K -$4.54K -124 -3%
AssetMark Inc
94
AssetMark Inc
California
$107K +$113K +3,081 New
Bessemer Group
95
Bessemer Group
New Jersey
$101K
SPIA
96
Steward Partners Investment Advisory
New York
$74.7K -$187K -5,098 -70%
FFA
97
Farther Finance Advisors
California
$69.6K -$27.5K -750 -27%
PTC
98
Private Trust Company
Ohio
$65.1K +$36.6K +1,000 +115%
HI
99
Harbour Investments
Wisconsin
$54.1K +$5.2K +142 +10%
AIP
100
Ameritas Investment Partners
Nebraska
$42.1K +$293 +8 +0.7%