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Nuveen ESG Mid-Cap Value ETF

129 hedge funds and large institutions have $291M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 47 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

2% more funds holding

Funds holding: 126129 (+3)

1.89% more ownership

Funds ownership: 80.34%82.24% (+1.9%)

2% more capital invested

Capital invested by funds: $286M → $291M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
38
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
76
Falcon Wealth Planning
California
$226K -$103K -2,927 -31%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$225K
Betterment LLC
78
Betterment LLC
New York
$224K +$18.1K +516 +9%
EH
79
Equitable Holdings
New York
$221K -$7.79K -222 -3%
ML
80
McAdam LLC
Pennsylvania
$221K +$226K +6,448 New
AF
81
Abound Financial
California
$217K -$51.3K -1,461 -19%
GSWM
82
Greenup Street Wealth Management
Michigan
$215K -$5.58K -159 -2%
SFM
83
Signet Financial Management
New Jersey
$215K
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$200K -$1.05K -30 -0.5%
MFA
85
McClarren Financial Advisors
Pennsylvania
$168K
TRCT
86
Tower Research Capital (TRC)
New York
$138K -$50.6K -1,442 -26%
SFGP
87
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$122K -$6.14K -175 -5%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$121K +$1.65K +47 +1%
CWP
89
Concord Wealth Partners
Virginia
$117K -$60.3K -1,719 -33%
AssetMark Inc
90
AssetMark Inc
California
$110K +$4.39K +125 +4%
UB
91
UMB Bank
Missouri
$109K -$8.99K -256 -7%
Comerica Bank
92
Comerica Bank
Texas
$104K -$16.7K -475 -14%
Bessemer Group
93
Bessemer Group
New Jersey
$100K
FFA
94
Farther Finance Advisors
California
$88.4K +$20.2K +575 +29%
MIM
95
Marshall Investment Management
Colorado
$81.7K -$84.1K -2,395 -50%
SPIA
96
Steward Partners Investment Advisory
New York
$76.1K +$2.74K +78 +4%
PTC
97
Private Trust Company
Ohio
$64K
GWS
98
Greykasell Wealth Strategies
California
$62.7K -$234K -6,665 -78%
HI
99
Harbour Investments
Wisconsin
$51.9K -$1.23K -35 -2%
AIP
100
Ameritas Investment Partners
Nebraska
$41.3K