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Nuveen ESG Mid-Cap Value ETF

127 hedge funds and large institutions have $345M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $324M → $345M (+$20.4M)

1.3% more ownership

Funds ownership: 80.78%82.08% (+1.3%)

1% more funds holding

Funds holding: 126127 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
57
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$323K +$321K +8,268 New
First Manhattan
77
First Manhattan
New York
$309K +$307K +7,900 New
ISFAN
78
Investor's Fiduciary Advisor Network
Washington
$303K +$39 +1 +0%
AssetMark Inc
79
AssetMark Inc
California
$290K +$11.9K +307 +4%
JAA
80
Joel Adams & Associates
North Carolina
$288K -$90.5K -2,329 -24%
AF
81
Abound Financial
California
$276K -$31.3K -806 -10%
ML
82
McAdam LLC
Pennsylvania
$269K -$893 -23 -0.3%
VA
83
VestGen Advisors
Illinois
$265K
RWM
84
RMG Wealth Management
Wisconsin
$257K +$459K +11,818 New
SFM
85
Signet Financial Management
New Jersey
$246K
IAG
86
Ipsen Advisor Group
Arkansas
$245K +$7.46K +192 +3%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$229K
IFWM
88
Institute for Wealth Management
Colorado
$227K +$17.4K +449 +8%
SHF
89
Stage Harbor Financial
Massachusetts
$225K -$27.9K -718 -11%
FFA
90
Farther Finance Advisors
California
$218K +$36.2K +931 +20%
FHA
91
Flagship Harbor Advisors
Massachusetts
$214K +$3.57K +92 +2%
HighTower Advisors
92
HighTower Advisors
Illinois
$209K +$155 +4 +0.1%
SPIA
93
Steward Partners Investment Advisory
New York
$101K +$855 +22 +0.9%
UB
94
UMB Bank
Missouri
$85.4K
HI
95
Harbour Investments
Wisconsin
$74.8K +$1.28K +33 +2%
BA
96
Blueline Advisors
New Hampshire
$72.6K +$72.1K +1,857 New
GWS
97
Greykasell Wealth Strategies
California
$71.7K
Comerica Bank
98
Comerica Bank
Texas
$53K -$15.8K -406 -23%
AIP
99
Ameritas Investment Partners
Nebraska
$46K +$272 +7 +0.6%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$38.5K -$14.3K -369 -27%