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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $324M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $302M → $324M (+$22.3M)

0.17% more ownership

Funds ownership: 80.61%80.78% (+0.17%)

0% more funds holding

Funds holding: 126126 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
37
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Abound Financial
California
$304K -$1.69K -45 -0.6%
ISFAN
77
Investor's Fiduciary Advisor Network
Washington
$299K -$3.75K -100 -1%
MML Investors Services
78
MML Investors Services
Massachusetts
$283K -$59.9K -1,597 -18%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$282K -$7.39K -197 -3%
AssetMark Inc
80
AssetMark Inc
California
$275K +$16.5K +439 +7%
ML
81
McAdam LLC
Pennsylvania
$268K -$2.92K -78 -1%
CI
82
CX Institutional
Indiana
$267K +$17K +452 +7%
VA
83
VestGen Advisors
Illinois
$262K
SHF
84
Stage Harbor Financial
Massachusetts
$250K
SFM
85
Signet Financial Management
New Jersey
$243K
IAG
86
Ipsen Advisor Group
Arkansas
$235K +$228K +6,079 New
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$227K
FHA
88
Flagship Harbor Advisors
Massachusetts
$208K +$201K +5,371 New
IFWM
89
Institute for Wealth Management
Colorado
$207K +$201K +5,354 New
HighTower Advisors
90
HighTower Advisors
Illinois
$206K +$200K +5,338 New
FFA
91
Farther Finance Advisors
California
$180K +$77.6K +2,070 +80%
SPIA
92
Steward Partners Investment Advisory
New York
$98.7K +$9.6K +256 +11%
UB
93
UMB Bank
Missouri
$84.5K
HI
94
Harbour Investments
Wisconsin
$72.7K +$1.91K +51 +3%
GWS
95
Greykasell Wealth Strategies
California
$71K
Comerica Bank
96
Comerica Bank
Texas
$68.2K -$2.63K -70 -4%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$52.4K -$675 -18 -1%
AIP
98
Ameritas Investment Partners
Nebraska
$45.2K -$1.5K -40 -3%
MNA
99
Manning & Napier Advisors
New York
$36.3K +$35.1K +937 New
PS
100
Principal Securities
Iowa
$35.9K +$2.21K +59 +7%