We are live on ! Find out more
NUMV icon

Nuveen ESG Mid-Cap Value ETF

19 hedge funds and large institutions have $33.9M invested in Nuveen ESG Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

3.4% less ownership

Funds ownership: 84.68%81.27% (-3.4%)

10% less funds holding

Funds holding: 2119 (-2)

16% less capital invested

Capital invested by funds: $40.1M → $33.9M (-$6.23M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$29.8M
UBS Group
2
UBS Group
Switzerland
$1.96M +$535K +19,822 +32%
CNBT
3
Canandaigua National Bank & Trust
New York
$422K +$477K +17,682 New
Citadel Advisors
4
Citadel Advisors
Florida
$392K +$444K +16,435 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$286K +$19.1K +707 +6%
FAAS
6
First Allied Advisory Services
California
$255K +$1.78K +66 +0.6%
PA
7
Paracle Advisors
Washington
$214K -$135 -5 -0.1%
TRCT
8
Tower Research Capital (TRC)
New York
$139K -$269K -9,974 -63%
AG
9
Advisor Group
Arizona
$82K
APA
10
American Portfolios Advisors
New York
$79.6K +$23.4K +867 +35%
Bank of America
11
Bank of America
North Carolina
$70K -$19.6K -725 -20%
RFWA
12
RPg Family Wealth Advisory
Massachusetts
$66.8K
Bessemer Group
13
Bessemer Group
New Jersey
$41K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$25K +$8.53K +316 +44%
CI
15
CX Institutional
Indiana
$21K
ASN
16
Advisory Services Network
Georgia
$14K +$945 +35 +6%
AIM
17
Advantage Investment Management
Iowa
$12K +$14.1K +523 New
FANJ
18
Financial Architects (New Jersey)
New Jersey
$8K
CFGS
19
Concourse Financial Group Securities
Alabama
$6K +$7.5K +278 New
Jane Street
20
Jane Street
New York
-$283K -9,844 Closed
SFM
21
Signet Financial Management
New Jersey
-$115K -4,000 Closed
CPIG
22
Chicago Partners Investment Group
Illinois
-$104K -3,974 Closed
GRP
23
Global Retirement Partners
California
-$50K -1,741 Closed
SWP
24
Stratos Wealth Partners
Ohio
-$12K -435 Closed