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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $265M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 80.33%80.27% (-0.06%)

6% less capital invested

Capital invested by funds: $281M → $265M (-$16.1M)

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
40
Reduced
37
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$13.8K +$1.29K +39 +10%
CA
102
Crewe Advisors
Utah
$13.6K
BGAI
103
Bruce G. Allen Investments
Colorado
$12.2K
AF
104
Advisornet Financial
Minnesota
$10.8K
HGA
105
Hobbs Group Advisors
South Carolina
$8K +$8.03K +242 New
AGWCA
106
Annis Gardner Whiting Capital Advisors
Florida
$6.14K
DIP
107
DT Investment Partners
Pennsylvania
$5.98K
AF
108
Allworth Financial
California
$5.88K
IAIM
109
International Assets Investment Management
Florida
$3.87K +$3.88K +117 New
NS
110
NBC Securities
Alabama
$2K +$597 +18 +36%
GWSG
111
GPS Wealth Strategies Group
Colorado
$1.98K +$1.99K +60 New
GRP
112
Global Retirement Partners
California
$1.92K +$265 +8 +16%
NP
113
NorthRock Partners
Minnesota
$1.82K
DFA
114
DHJJ Financial Advisors
Illinois
$1.14K
MIM
115
Macroview Investment Management
Maryland
$268
ITB
116
Idaho Trust Bank
Idaho
-$642K -18,763 Closed
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
-$623K -18,217 Closed
FTUS
118
Flow Traders U.S.
New York
-$611K -17,873 Closed
RIS
119
Retirement Income Solutions
Michigan
-$528K -15,451 Closed
HighTower Advisors
120
HighTower Advisors
Illinois
-$299K -8,793 Closed
IGWM
121
ICA Group Wealth Management
Colorado
-$18.1K -530 Closed
IA
122
IFP Advisors
Florida
-$1.04K -30 Closed
SC
123
SouthState Corp
Florida
-$684 -20 Closed