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Nuveen ESG Mid-Cap Value ETF

127 hedge funds and large institutions have $345M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $324M → $345M (+$20.4M)

1.3% more ownership

Funds ownership: 80.78%82.08% (+1.3%)

1% more funds holding

Funds holding: 126127 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
57
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MNA
101
Manning & Napier Advisors
New York
$34K -$2.6K -67 -7%
TBFA
102
Three Bearings Fiduciary Advisors
New Hampshire
$32.1K +$31K +797 New
CWP
103
Concord Wealth Partners
Virginia
$31.6K -$466 -12 -1%
UFAC
104
Urban Financial Advisory Corp
Illinois
$22.7K +$350 +9 +2%
MCM
105
MAI Capital Management
Ohio
$21K +$233 +6 +1%
MEG
106
Millstone Evans Group
Colorado
$20.3K
IWP
107
IAG Wealth Partners
Wisconsin
$19.7K -$5.01K -129 -20%
CIA
108
Cape Investment Advisory
Georgia
$19.5K
IA
109
IFP Advisors
Florida
$18.9K +$9.71K +250 +107%
ACA
110
Aptus Capital Advisors
Alabama
$18.2K
CA
111
Crewe Advisors
Utah
$16K +$350 +9 +2%
Citigroup
112
Citigroup
New York
$14.9K
BGAI
113
Bruce G. Allen Investments
Colorado
$14.5K
AF
114
Advisornet Financial
Minnesota
$13.3K +$3.15K +81 +31%
HAP
115
Harbor Asset Planning
Massachusetts
$12.6K +$194 +5 +2%
DIP
116
DT Investment Partners
Pennsylvania
$11.6K
AF
117
Allworth Financial
California
$9.58K -$427 -11 -4%
AGWCA
118
Annis Gardner Whiting Capital Advisors
Florida
$8.76K -$466 -12 -5%
GRP
119
Global Retirement Partners
California
$7.58K
IAIM
120
International Assets Investment Management
Florida
$4.81K +$4.78K +123 New
EWA
121
EverSource Wealth Advisors
Alabama
$2.66K
NS
122
NBC Securities
Alabama
$2.66K
RF
123
Rossby Financial
Florida
$2.38K
SIS
124
Sound Income Strategies
Florida
$2.04K +$1.94K +50 New
DFA
125
DHJJ Financial Advisors
Illinois
$1.38K