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Nuveen ESG Mid-Cap Value ETF

34 hedge funds and large institutions have $44.2M invested in Nuveen ESG Mid-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

31% more funds holding

Funds holding: 2634 (+8)

9% more capital invested

Capital invested by funds: $40.7M → $44.2M (+$3.48M)

2.64% more ownership

Funds ownership: 69.77%72.41% (+2.6%)

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$18.9M -$9.93M -350,000 -35%
TF
2
TIAA FSB
Florida
$9.1M +$8.89M +313,271 New
Creative Planning
3
Creative Planning
Kansas
$3.53M +$69.9K +2,463 +2%
UBS Group
4
UBS Group
Switzerland
$2.98M -$318K -11,194 -10%
FT
5
Fiduciary Trust
Massachusetts
$1.61M -$5.68K -200 -0.4%
Jane Street
6
Jane Street
New York
$1.16M +$1.14M +40,095 New
Goldman Sachs
7
Goldman Sachs
New York
$717K +$701K +24,700 New
APP
8
Avantax Planning Partners
Iowa
$673K +$11.5K +405 +2%
BWM
9
Baystate Wealth Management
Massachusetts
$629K +$95K +3,346 +18%
SPIA
10
Strategic Point Investment Advisors
Rhode Island
$611K +$558K +19,660 New
WT
11
Whittier Trust
California
$494K
LPL Financial
12
LPL Financial
California
$423K +$413K +14,562 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$376K -$40K -1,411 -10%
HA
14
Harborview Advisors
Maine
$354K +$19.8K +696 +6%
Bank of America
15
Bank of America
North Carolina
$348K +$212K +7,456 +165%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$330K +$323K +11,373 New
TRCT
17
Tower Research Capital (TRC)
New York
$295K +$132K +4,655 +85%
SFS
18
Sowell Financial Services
Arkansas
$289K +$283K +9,960 New
PA
19
Paracle Advisors
Washington
$279K
AIP
20
Ameritas Investment Partners
Nebraska
$256K +$140K +4,940 +127%
Citadel Advisors
21
Citadel Advisors
Florida
$204K +$200K +7,031 New
FAAS
22
First Allied Advisory Services
California
$170K -$97.8K -3,447 -37%
RFWA
23
RPg Family Wealth Advisory
Massachusetts
$106K
APA
24
American Portfolios Advisors
New York
$82.5K -$23.2K -819 -22%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$71K