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Nuveen ESG Mid-Cap Value ETF

39 hedge funds and large institutions have $86.7M invested in Nuveen ESG Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

18% more capital invested

Capital invested by funds: $73.5M → $86.7M (+$13.1M)

1.48% more ownership

Funds ownership: 73.84%75.32% (+1.5%)

3% less funds holding

Funds holding: 4039 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$60.5M +$7.48M +295,047 +14%
UBS Group
2
UBS Group
Switzerland
$4.75M +$173K +6,832 +4%
WI
3
WrapManager Inc
California
$3.01M +$28.4K +1,119 +1%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$2.15M
Creative Planning
5
Creative Planning
Kansas
$2.12M
FT
6
Fiduciary Trust
Massachusetts
$1.65M
EWM
7
Empirical Wealth Management
Washington
$1.59M +$404K +15,917 +34%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.24M +$314K +12,361 +34%
LPL Financial
9
LPL Financial
California
$991K +$41.5K +1,637 +4%
BWM
10
Baystate Wealth Management
Massachusetts
$907K +$139K +5,496 +18%
TRCT
11
Tower Research Capital (TRC)
New York
$802K -$2.97K -117 -0.4%
Bank of America
12
Bank of America
North Carolina
$696K +$209K +8,225 +43%
APP
13
Avantax Planning Partners
Iowa
$663K -$23.2K -914 -3%
Goldman Sachs
14
Goldman Sachs
New York
$612K
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$610K +$76.3K +3,010 +14%
PA
16
Paracle Advisors
Washington
$478K
EWA
17
EP Wealth Advisors
California
$458K -$483K -19,047 -51%
BPA
18
Beacon Pointe Advisors
California
$443K +$2.97K +117 +0.7%
HA
19
Harborview Advisors
Maine
$438K +$24.8K +978 +6%
WT
20
Whittier Trust
California
$331K
CI
21
CX Institutional
Indiana
$321K -$127K -5,009 -28%
AIP
22
Ameritas Investment Partners
Nebraska
$317K +$8.12K +320 +3%
SFS
23
Sowell Financial Services
Arkansas
$291K +$25.1K +988 +9%
CTC
24
Central Trust Company
Missouri
$255K +$23.2K +916 +10%
Osaic Holdings
25
Osaic Holdings
Arizona
$213K +$45.8K +1,804 +27%