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Nuveen ESG Mid-Cap Value ETF

132 hedge funds and large institutions have $326M invested in Nuveen ESG Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

4% more funds holding

Funds holding: 127132 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.03% less ownership

Funds ownership: 82.08%80.05% (-2%)

6% less capital invested

Capital invested by funds: $345M → $326M (-$19.1M)

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
48
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
101
Greykasell Wealth Strategies
California
$71.1K
Fidelity Investments
102
Fidelity Investments
Massachusetts
$50.2K +$12.4K +309 +31%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$48.5K +$50.2K +1,251 New
AIP
104
Ameritas Investment Partners
Nebraska
$45.6K
TBFA
105
Three Bearings Fiduciary Advisors
New Hampshire
$30.9K
MNA
106
Manning & Napier Advisors
New York
$30.2K -$3.61K -90 -10%
TWIM
107
TIAA Wealth Investment Management
New York
$26.1K +$27K +673 New
AF
108
Advisornet Financial
Minnesota
$24.6K +$11.8K +294 +86%
MCM
109
MAI Capital Management
Ohio
$20.8K
MEG
110
Millstone Evans Group
Colorado
$20.1K
UFAC
111
Urban Financial Advisory Corp
Illinois
$19.9K -$2.65K -66 -11%
IWP
112
IAG Wealth Partners
Wisconsin
$19.6K
ACA
113
Aptus Capital Advisors
Alabama
$19.6K +$1.6K +40 +9%
IA
114
IFP Advisors
Florida
$18.2K -$562 -14 -3%
CA
115
Crewe Advisors
Utah
$15.9K
Citigroup
116
Citigroup
New York
$14.7K
BGAI
117
Bruce G. Allen Investments
Colorado
$14.3K
HAP
118
Harbor Asset Planning
Massachusetts
$12.5K
MA
119
MCF Advisors
Kentucky
$12.3K +$12.8K +318 New
DIP
120
DT Investment Partners
Pennsylvania
$11.5K
AF
121
Allworth Financial
California
$9.65K +$160 +4 +2%
AGWCA
122
Annis Gardner Whiting Capital Advisors
Florida
$8.69K
IAIM
123
International Assets Investment Management
Florida
$4.8K
CPG
124
Cornerstone Planning Group
New Jersey
$4.46K +$4.29K +107 New
RF
125
Rossby Financial
Florida
$3.63K +$1.28K +32 +52%