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Nuveen ESG Mid-Cap Value ETF

26 hedge funds and large institutions have $40.7M invested in Nuveen ESG Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$28.5M 1,000,000 -200,000 -17%
Creative Planning
2
Creative Planning
Kansas
$3.39M 119,095 +54,993 +86%
UBS Group
3
UBS Group
Switzerland
$3.24M 113,706 +12,029 +12%
FT
4
Fiduciary Trust
Massachusetts
$1.58M 55,638 +20,156 +57%
APP
5
Avantax Planning Partners
Iowa
$654K 22,762 +22,762 New
BWM
6
Baystate Wealth Management
Massachusetts
$525K 18,315
WT
7
Whittier Trust
California
$483K 17,000
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$408K 14,332 +2,133 +17%
HA
9
Harborview Advisors
Maine
$327K 11,504 +3,574 +45%
PA
10
Paracle Advisors
Washington
$273K 9,615
FAAS
11
First Allied Advisory Services
California
$263K 9,247 -1,580 -15%
EWA
12
EP Wealth Advisors
California
$255K 8,955 +8,955 New
TRCT
13
Tower Research Capital (TRC)
New York
$157K 5,501 -22,714 -81%
Bank of America
14
Bank of America
North Carolina
$129K 4,530 +69 +2%
AIP
15
Ameritas Investment Partners
Nebraska
$110K 3,885 +3,885 New
APA
16
American Portfolios Advisors
New York
$104K 3,659 +298 +9%
RFWA
17
RPg Family Wealth Advisory
Massachusetts
$104K 3,645 +370 +11%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$71K 1,948
Bessemer Group
19
Bessemer Group
New Jersey
$50K 1,739
CI
20
CX Institutional
Indiana
$46K 1,613 +724 +81%
Morgan Stanley
21
Morgan Stanley
New York
$37K 1,308 +1,308 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$23K 802 +486 +154%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$20K 687 +362 +111%
AIM
24
Advantage Investment Management
Iowa
$15K 523
AG
25
Advisor Group
Arizona
$5K 192