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Nuveen ESG Mid-Cap Value ETF

37 hedge funds and large institutions have $33.1M invested in Nuveen ESG Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

9% more funds holding

Funds holding: 3437 (+3)

8.09% less ownership

Funds ownership: 72.41%64.32% (-8.1%)

25% less capital invested

Capital invested by funds: $44.2M → $33.1M (-$11.1M)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$15.1M +$5.56M +186,516 +60%
Creative Planning
2
Creative Planning
Kansas
$3.68M +$2.75K +92 +0.1%
UBS Group
3
UBS Group
Switzerland
$3.29M +$187K +6,269 +6%
FT
4
Fiduciary Trust
Massachusetts
$1.68M +$6.21K +208 +0.4%
Bank of America
5
Bank of America
North Carolina
$843K +$475K +15,922 +133%
SPIA
6
Strategic Point Investment Advisors
Rhode Island
$789K +$126K +4,220 +21%
APP
7
Avantax Planning Partners
Iowa
$729K +$28K +940 +4%
Goldman Sachs
8
Goldman Sachs
New York
$725K -$20.9K -700 -3%
BWM
9
Baystate Wealth Management
Massachusetts
$689K +$34.3K +1,151 +5%
Jane Street
10
Jane Street
New York
$604K -$600K -20,116 -50%
LPL Financial
11
LPL Financial
California
$593K +$151K +5,057 +35%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$442K +$97.3K +3,260 +29%
WT
13
Whittier Trust
California
$393K -$119K -4,000 -24%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$366K -$23.9K -800 -6%
HA
15
Harborview Advisors
Maine
$364K -$4.18K -140 -1%
EWM
16
Empirical Wealth Management
Washington
$341K +$337K +11,296 New
PA
17
Paracle Advisors
Washington
$337K +$46.7K +1,565 +16%
AIP
18
Ameritas Investment Partners
Nebraska
$335K +$68.1K +2,282 +26%
SFS
19
Sowell Financial Services
Arkansas
$300K -$955 -32 -0.3%
EWA
20
EP Wealth Advisors
California
$289K +$286K +9,572 New
TRCT
21
Tower Research Capital (TRC)
New York
$225K -$80.4K -2,695 -27%
SFO
22
Stokes Family Office
Louisiana
$217K +$214K +7,175 New
RFWA
23
RPg Family Wealth Advisory
Massachusetts
$110K
IA
24
IFP Advisors
Florida
$109K +$108K +3,610 New
APA
25
American Portfolios Advisors
New York
$89.9K +$4K +134 +5%