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Nuveen ESG Mid-Cap Value ETF
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47 hedge funds and large institutions have $126M invested in Nuveen ESG Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

46% more capital invested

Capital invested by funds: $86.7M → $126M (+$39.6M)

21% more funds holding

Funds holding: 39 → 47 (+8)

5.57% more ownership

Funds ownership: 75.32% → 80.89% (+5.6%)

Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
18
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$4.37M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.95M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$942K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$623K
5
UBS Group
UBS Group
Switzerland
+$523K

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
-$244K
2
WI
WrapManager Inc
California
-$39.2K
3
CI
CX Institutional
Indiana
-$34K
4
Creative Planning
Creative Planning
Kansas
-$25.5K
5
APP
Avantax Planning Partners
Iowa
-$24.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1
TIAA FSB
Florida
$76M +$4.37M +154,876 +7%
AWP
2
Abacus Wealth Partners
California
$8.93M +$8.39M +296,976 New
UBS Group
3
UBS Group
Switzerland
$6.16M +$523K +18,536 +10%
WI
4
WrapManager Inc
California
$3.5M -$39.2K -1,389 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.8M +$1.95M +69,127 +289%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$2.62M – – –
Creative Planning
7
Creative Planning
Kansas
$2.47M -$25.5K -904 -1%
CWP
8
Concord Wealth Partners
Virginia
$2.38M +$2.23M +79,036 New
EWM
9
Empirical Wealth Management
Washington
$2.27M +$376K +13,312 +21%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.13M +$623K +22,051 +45%
FT
11
Fiduciary Trust
Massachusetts
$1.94M – – –
LPL Financial
12
LPL Financial
California
$1.29M +$110K +3,903 +10%
BWM
13
Baystate Wealth Management
Massachusetts
$1.27M +$193K +6,845 +19%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1M +$942K +33,339 New
RW
15
RVW Wealth
California
$1M +$263K +9,321 New
Bank of America
16
Bank of America
North Carolina
$818K -$2.32K -82 -0.3%
APP
17
Avantax Planning Partners
Iowa
$756K -$24.7K -874 -3%
Goldman Sachs
18
Goldman Sachs
New York
$722K – – –
TRCT
19
Tower Research Capital (TRC)
New York
$687K -$244K -8,624 -27%
PA
20
Paracle Advisors
Washington
$564K – – –
HA
21
Harborview Advisors
Maine
$560K +$40.7K +1,440 +8%
BPA
22
Beacon Pointe Advisors
California
$557K +$31.7K +1,124 +6%
EWA
23
EP Wealth Advisors
California
$516K -$22.2K -785 -4%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$514K +$482K +17,078 New
APA
25
American Portfolios Advisors
New York
$503K +$384K +13,594 +432%
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