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Nuveen ESG Mid-Cap Value ETF

116 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $265M → $298M (+$33M)

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 80.27%80.22% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
39
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
101
Aptus Capital Advisors
Alabama
$17.1K +$16.2K +465 New
CA
102
Crewe Advisors
Utah
$15.1K
CAM
103
Clarity Asset Management
Iowa
$14.7K -$1.32K -38 -9%
Citigroup
104
Citigroup
New York
$14K -$16.1K -463 -55%
BGAI
105
Bruce G. Allen Investments
Colorado
$13.6K
AF
106
Advisornet Financial
Minnesota
$9.54K -$2.4K -69 -21%
AGWCA
107
Annis Gardner Whiting Capital Advisors
Florida
$8.14K +$1.22K +35 +19%
DIP
108
DT Investment Partners
Pennsylvania
$6.67K
GRP
109
Global Retirement Partners
California
$6.08K +$3.73K +107 +184%
HGA
110
Hobbs Group Advisors
South Carolina
$4.84K -$3.87K -111 -46%
GWSG
111
GPS Wealth Strategies Group
Colorado
$2.21K
NP
112
NorthRock Partners
Minnesota
$2.03K
NS
113
NBC Securities
Alabama
$2K
DFA
114
DHJJ Financial Advisors
Illinois
$1.28K
MIM
115
Macroview Investment Management
Maryland
$299
MFA
116
McClarren Financial Advisors
Pennsylvania
$177 +$167K +4,798 +14,539%
SFS
117
Sowell Financial Services
Arkansas
-$1.16M -35,063 Closed
APP
118
Avantax Planning Partners
Iowa
-$660K -19,982 Closed
SFO
119
Stokes Family Office
Louisiana
-$237K -7,175 Closed
LSPW
120
Lake Street Private Wealth
Illinois
-$224K -6,774 Closed
FFA
121
First Foundation Advisors
California
-$216K -6,538 Closed
CAMV
122
Concord Asset Management (Virginia)
Virginia
-$212K -6,406 Closed
LC
123
Lindbrook Capital
California
-$182K -5,500 Closed
IAIM
124
International Assets Investment Management
Florida
-$3.87K -117 Closed