We are live on ! Find out more
NUMV icon

Nuveen ESG Mid-Cap Value ETF

25 hedge funds and large institutions have $41.8M invested in Nuveen ESG Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

32% more funds holding

Funds holding: 1925 (+6)

23% more capital invested

Capital invested by funds: $33.9M → $41.8M (+$7.91M)

0.61% less ownership

Funds ownership: 81.27%80.66% (-0.61%)

Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$32.7M -$1.34M -50,400 -4%
UBS Group
2
UBS Group
Switzerland
$2.77M +$517K +19,481 +24%
Creative Planning
3
Creative Planning
Kansas
$1.75M +$1.7M +64,102 New
FT
4
Fiduciary Trust
Massachusetts
$967K +$941K +35,482 New
TRCT
5
Tower Research Capital (TRC)
New York
$769K +$593K +22,364 +382%
BWM
6
Baystate Wealth Management
Massachusetts
$519K +$486K +18,315 New
WT
7
Whittier Trust
California
$463K +$451K +17,000 New
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$332K +$5.3K +200 +2%
FAAS
9
First Allied Advisory Services
California
$296K
Jane Street
10
Jane Street
New York
$266K +$259K +9,759 New
PA
11
Paracle Advisors
Washington
$262K +$16.7K +630 +7%
HA
12
Harborview Advisors
Maine
$216K +$210K +7,930 New
Bank of America
13
Bank of America
North Carolina
$122K +$40.3K +1,518 +52%
APA
14
American Portfolios Advisors
New York
$91.6K +$637 +24 +0.7%
RFWA
15
RPg Family Wealth Advisory
Massachusetts
$89.3K +$12.6K +475 +17%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$71K +$51.7K +1,948 New
Bessemer Group
17
Bessemer Group
New Jersey
$47K
CI
18
CX Institutional
Indiana
$24K
AIM
19
Advantage Investment Management
Iowa
$14K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$9K -$19K -715 -69%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$9K
CFGS
22
Concourse Financial Group Securities
Alabama
$7K
AG
23
Advisor Group
Arizona
$5K -$85.8K -3,234 -94%
SF
24
Synovus Financial
Georgia
$3K +$3.05K +115 New
ASN
25
Advisory Services Network
Georgia
$1K -$15K -565 -94%