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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $300M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
40
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ISFAN
76
Investor's Fiduciary Advisor Network
Washington
$283K +$283K +7,852 New
EH
77
Equitable Holdings
New York
$276K +$43.5K +1,206 +19%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$275K -$9.63K -262 -3%
FWP
79
Falcon Wealth Planning
California
$262K +$24.2K +671 +10%
ML
80
McAdam LLC
Pennsylvania
$252K +$19.6K +544 +8%
VA
81
VestGen Advisors
Illinois
$244K
AssetMark Inc
82
AssetMark Inc
California
$241K +$125K +3,474 +108%
FTUS
83
Flow Traders U.S.
New York
$238K -$95.1K -2,633 -29%
GSWM
84
Greenup Street Wealth Management
Michigan
$236K +$9.3K +258 +4%
SHF
85
Stage Harbor Financial
Massachusetts
$233K -$77.9K -2,160 -25%
CI
86
CX Institutional
Indiana
$232K -$12.7K -354 -5%
SFM
87
Signet Financial Management
New Jersey
$226K
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$211K
EWA
89
EP Wealth Advisors
California
$107K +$107K +2,980 New
Bessemer Group
90
Bessemer Group
New Jersey
$105K
FFA
91
Farther Finance Advisors
California
$92.8K
SPIA
92
Steward Partners Investment Advisory
New York
$82.7K +$2.49K +69 +3%
UB
93
UMB Bank
Missouri
$78.7K -$36K -998 -31%
GWS
94
Greykasell Wealth Strategies
California
$66.1K
Comerica Bank
95
Comerica Bank
Texas
$66.1K -$43.2K -1,199 -40%
HI
96
Harbour Investments
Wisconsin
$65.9K +$11.2K +311 +20%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$49.5K +$7.39K +205 +18%
AIP
98
Ameritas Investment Partners
Nebraska
$43.6K
PA
99
Parallel Advisors
California
$36.7K +$5.95K +165 +19%
PS
100
Principal Securities
Iowa
$31.3K