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Nuveen ESG Mid-Cap Value ETF
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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: 126 → 129 (+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: 1 → 1 (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
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$9.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.24M |
| 3 |
Bank of New York Mellon
New York
|
+$3.33M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$893K |
| 5 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$770K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NP
126
NorthRock Partners
Minneapolis,
Minnesota
| $1.92K | – | – | – |
|
|
DFA
127
DHJJ Financial Advisors
Naperville,
Illinois
| $1.21K | – | – | – |
|
|
SC
128
SouthState Corp
Winter Haven,
Florida
| $582 | +$597 | +17 | New |
|
|
OSAM
129
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $479 | +$491 | +14 | New |
|
|
SWA
130
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$291K | -8,346 | Closed |
|
|
SAM
131
Synergy Asset Management
Vancouver,
Washington
| – | -$235K | -6,726 | Closed |
|
132
Citadel Advisors
Miami,
Florida
| – | -$228K | -6,537 | Closed |
|
133
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$201K | -5,771 | Closed |
|
|
AWM
134
Avior Wealth Management
Omaha,
Nebraska
| – | -$177K | -5,093 | Closed |
|
|
DP
135
Denver PWM
Denver,
Colorado
| – | -$19.8K | -570 | Closed |
|
|
AT
136
Avalon Trust
Santa Fe,
New Mexico
| – | -$16.5K | -473 | Closed |
|
|
WFA
137
West Financial Advisors
Des Moines,
Iowa
| – | -$557 | -16 | Closed |
|