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Nuveen ESG Mid-Cap Value ETF

34 hedge funds and large institutions have $47.3M invested in Nuveen ESG Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 2

43% more capital invested

Capital invested by funds: $33.1M → $47.3M (+$14.2M)

13.5% more ownership

Funds ownership: 64.32%77.82% (+14%)

8% less funds holding

Funds holding: 3734 (-3)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
26
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$30.8M +$27.7M +1,026,310 +205%
UBS Group
2
UBS Group
Switzerland
$2.89M +$929K +34,442 +32%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$1.7M
Creative Planning
4
Creative Planning
Kansas
$1.64M -$1.1M -40,634 -33%
Bank of America
5
Bank of America
North Carolina
$1.3M +$984K +36,504 +131%
FT
6
Fiduciary Trust
Massachusetts
$1.27M +$190K +7,052 +13%
TRCT
7
Tower Research Capital (TRC)
New York
$908K +$1.01M +37,507 +503%
Jane Street
8
Jane Street
New York
$760K +$477K +17,677 +88%
EWA
9
EP Wealth Advisors
California
$641K +$598K +22,184 +232%
EWM
10
Empirical Wealth Management
Washington
$586K +$478K +17,727 +157%
BWM
11
Baystate Wealth Management
Massachusetts
$563K +$137K +5,080 +22%
Goldman Sachs
12
Goldman Sachs
New York
$485K
LPL Financial
13
LPL Financial
California
$463K +$89.8K +3,329 +17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$444K +$200K +7,399 +51%
BPA
15
Beacon Pointe Advisors
California
$329K +$442K +16,379 New
PA
16
Paracle Advisors
Washington
$306K +$107K +3,978 +36%
WT
17
Whittier Trust
California
$290K +$38K +1,409 +11%
HA
18
Harborview Advisors
Maine
$244K +$431 +16 +0.1%
CCM
19
Colorado Capital Management
Colorado
$241K +$322K +11,952 New
AIP
20
Ameritas Investment Partners
Nebraska
$234K +$13.9K +515 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$221K +$294K +10,892 New
CI
22
CX Institutional
Indiana
$190K +$208K +7,718 +457%
SFS
23
Sowell Financial Services
Arkansas
$183K -$23.2K -861 -9%
CTC
24
Central Trust Company
Missouri
$110K +$111K +4,104 +305%
IA
25
IFP Advisors
Florida
$84K +$12.1K +448 +12%