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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.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

4% more funds holding

Funds holding: 2526 (+1)

3% less capital invested

Capital invested by funds: $41.8M → $40.7M (-$1.08M)

10.89% less ownership

Funds ownership: 80.66%69.77% (-11%)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.56%
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 Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$28.5M -$5.58M -200,000 -17%
Creative Planning
2
Creative Planning
Kansas
$3.39M +$1.53M +54,993 +86%
UBS Group
3
UBS Group
Switzerland
$3.24M +$335K +12,029 +12%
FT
4
Fiduciary Trust
Massachusetts
$1.58M +$562K +20,156 +57%
APP
5
Avantax Planning Partners
Iowa
$654K +$634K +22,762 New
BWM
6
Baystate Wealth Management
Massachusetts
$525K
WT
7
Whittier Trust
California
$483K
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$408K +$59.5K +2,133 +17%
HA
9
Harborview Advisors
Maine
$327K +$99.6K +3,574 +45%
PA
10
Paracle Advisors
Washington
$273K
FAAS
11
First Allied Advisory Services
California
$263K -$44K -1,580 -15%
EWA
12
EP Wealth Advisors
California
$255K +$250K +8,955 New
TRCT
13
Tower Research Capital (TRC)
New York
$157K -$633K -22,714 -81%
Bank of America
14
Bank of America
North Carolina
$129K +$1.92K +69 +2%
AIP
15
Ameritas Investment Partners
Nebraska
$110K +$108K +3,885 New
APA
16
American Portfolios Advisors
New York
$104K +$8.31K +298 +9%
RFWA
17
RPg Family Wealth Advisory
Massachusetts
$104K +$10.3K +370 +11%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$71K
Bessemer Group
19
Bessemer Group
New Jersey
$50K
CI
20
CX Institutional
Indiana
$46K +$20.2K +724 +81%
Morgan Stanley
21
Morgan Stanley
New York
$37K +$36.5K +1,308 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$23K +$13.5K +486 +154%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$20K +$10.1K +362 +111%
AIM
24
Advantage Investment Management
Iowa
$15K
AG
25
Advisor Group
Arizona
$5K