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Nuveen ESG Mid-Cap Value ETF

21 hedge funds and large institutions have $40.1M invested in Nuveen ESG Mid-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

24% more funds holding

Funds holding: 1721 (+4)

4% more capital invested

Capital invested by funds: $38.7M → $40.1M (+$1.42M)

3.69% less ownership

Funds ownership: 88.37%84.68% (-3.7%)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$35.9M +$35.8M +1,250,400 New
UBS Group
2
UBS Group
Switzerland
$1.79M +$711K +24,784 +66%
TRCT
3
Tower Research Capital (TRC)
New York
$455K -$415K -14,491 -48%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$324K +$324K +11,292 New
FAAS
5
First Allied Advisory Services
California
$311K
Jane Street
6
Jane Street
New York
$283K -$108K -3,758 -28%
PA
7
Paracle Advisors
Washington
$258K +$50.3K +1,755 +24%
SFM
8
Signet Financial Management
New Jersey
$115K
Bank of America
9
Bank of America
North Carolina
$105K +$3.84K +134 +4%
CPIG
10
Chicago Partners Investment Group
Illinois
$104K +$114K +3,974 New
AG
11
Advisor Group
Arizona
$98K
RFWA
12
RPg Family Wealth Advisory
Massachusetts
$80.4K
APA
13
American Portfolios Advisors
New York
$71K +$27.8K +971 +65%
Bessemer Group
14
Bessemer Group
New Jersey
$50K
GRP
15
Global Retirement Partners
California
$50K +$27.9K +973 +127%
CI
16
CX Institutional
Indiana
$26K +$12.8K +448 +102%
CT
17
CPF Texas
Texas
$26K +$25.9K +905 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$21K
ASN
19
Advisory Services Network
Georgia
$16K
SWP
20
Stratos Wealth Partners
Ohio
$12K +$12.5K +435 New
FANJ
21
Financial Architects (New Jersey)
New Jersey
$9K
TA
22
Teachers Advisors
New York
-$35.3M -1,250,400 Closed