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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $286M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

9% more funds holding

Funds holding: 116126 (+10)

0.12% more ownership

Funds ownership: 80.22%80.34% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $298M → $286M (-$12.8M)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% 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
19
Increased
53
Reduced
36
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$40.7K +$18.6K +507 +77%
US Bancorp
102
US Bancorp
Minnesota
$30.8K +$32.4K +884 New
PS
103
Principal Securities
Iowa
$30.3K -$38.7K -1,055 -55%
AWM
104
AE Wealth Management
Kansas
$29.7K +$31.2K +852 New
UFAC
105
Urban Financial Advisory Corp
Illinois
$23.8K +$440 +12 +2%
IWP
106
IAG Wealth Partners
Wisconsin
$22.1K
DP
107
Denver PWM
Colorado
$19.8K +$367 +10 +2%
MCM
108
MAI Capital Management
Ohio
$18.2K +$19.1K +522 New
MEG
109
Millstone Evans Group
Colorado
$18.1K +$19K +519 New
CIA
110
Cape Investment Advisory
Georgia
$17.4K
AT
111
Avalon Trust
New Mexico
$16.5K +$17.3K +473 New
ACA
112
Aptus Capital Advisors
Alabama
$16.2K
CAM
113
Clarity Asset Management
Iowa
$14.1K +$257 +7 +2%
CA
114
Crewe Advisors
Utah
$14K -$367 -10 -2%
Citigroup
115
Citigroup
New York
$13.2K
BGAI
116
Bruce G. Allen Investments
Colorado
$12.9K
AGWCA
117
Annis Gardner Whiting Capital Advisors
Florida
$12.1K +$4.69K +128 +58%
AF
118
Allworth Financial
California
$9.27K -$7.7K -210 -45%
AF
119
Advisornet Financial
Minnesota
$9.02K
GRP
120
Global Retirement Partners
California
$8.15K +$2.53K +69 +42%
EWA
121
EverSource Wealth Advisors
Alabama
$7.62K +$8.03K +219 New
DIP
122
DT Investment Partners
Pennsylvania
$6.3K
GWSG
123
GPS Wealth Strategies Group
Colorado
$2.13K +$37 +1 +2%
NP
124
NorthRock Partners
Minnesota
$1.95K +$37 +1 +2%
DFA
125
DHJJ Financial Advisors
Illinois
$1.23K