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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $302M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Abound Financial
California
$285K
ISFAN
77
Investor's Fiduciary Advisor Network
Washington
$283K
EH
78
Equitable Holdings
New York
$276K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$275K
FWP
80
Falcon Wealth Planning
California
$262K
ML
81
McAdam LLC
Pennsylvania
$252K
VA
82
VestGen Advisors
Illinois
$244K
AssetMark Inc
83
AssetMark Inc
California
$241K
FTUS
84
Flow Traders U.S.
New York
$238K
GSWM
85
Greenup Street Wealth Management
Michigan
$236K
SHF
86
Stage Harbor Financial
Massachusetts
$233K
CI
87
CX Institutional
Indiana
$232K
SFM
88
Signet Financial Management
New Jersey
$226K
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$211K
EWA
90
EP Wealth Advisors
California
$107K
Bessemer Group
91
Bessemer Group
New Jersey
$105K
FFA
92
Farther Finance Advisors
California
$92.8K
SPIA
93
Steward Partners Investment Advisory
New York
$82.7K
UB
94
UMB Bank
Missouri
$78.7K
GWS
95
Greykasell Wealth Strategies
California
$66.1K
Comerica Bank
96
Comerica Bank
Texas
$66.1K
HI
97
Harbour Investments
Wisconsin
$65.9K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$49.5K
AIP
99
Ameritas Investment Partners
Nebraska
$43.6K
PA
100
Parallel Advisors
California
$36.7K