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Nuveen ESG Mid-Cap Value ETF

129 hedge funds and large institutions have $291M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 47 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

2% more funds holding

Funds holding: 126129 (+3)

1.89% more ownership

Funds ownership: 80.34%82.24% (+1.9%)

2% more capital invested

Capital invested by funds: $286M → $291M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
38
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$40K -$35 -1 -0.1%
PS
102
Principal Securities
Iowa
$30.3K
US Bancorp
103
US Bancorp
Minnesota
$30.2K
PA
104
Parallel Advisors
California
$29.2K +$29.9K +853 New
UFAC
105
Urban Financial Advisory Corp
Illinois
$23.3K
IWP
106
IAG Wealth Partners
Wisconsin
$21.7K
MCM
107
MAI Capital Management
Ohio
$17.9K
MEG
108
Millstone Evans Group
Colorado
$17.8K
CIA
109
Cape Investment Advisory
Georgia
$17.1K
ACA
110
Aptus Capital Advisors
Alabama
$15.9K
CAM
111
Clarity Asset Management
Iowa
$13.9K
CA
112
Crewe Advisors
Utah
$13.7K
Citigroup
113
Citigroup
New York
$13K
BGAI
114
Bruce G. Allen Investments
Colorado
$12.7K
AF
115
Advisornet Financial
Minnesota
$8.86K
AF
116
Allworth Financial
California
$8.53K
AGWCA
117
Annis Gardner Whiting Capital Advisors
Florida
$7.77K -$4.28K -122 -35%
DIP
118
DT Investment Partners
Pennsylvania
$7.08K +$913 +26 +14%
IA
119
IFP Advisors
Florida
$3.66K +$3.76K +107 New
AWM
120
AE Wealth Management
Kansas
$3.49K -$26.3K -750 -88%
MA
121
MCF Advisors
Kentucky
$3.18K +$3.27K +93 New
EWA
122
EverSource Wealth Advisors
Alabama
$2.33K -$5.3K -151 -69%
GWSG
123
GPS Wealth Strategies Group
Colorado
$2.09K
RF
124
Rossby Financial
Florida
$2.02K +$2.14K +61 New
NS
125
NBC Securities
Alabama
$2K +$2.39K +68 New