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Nuveen ESG Mid-Cap Value ETF

58 hedge funds and large institutions have $154M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

23% more funds holding

Funds holding: 4758 (+11)

22% more capital invested

Capital invested by funds: $126M → $154M (+$27.6M)

3.8% less ownership

Funds ownership: 80.89%77.09% (-3.8%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
24
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$87.8M +$818K +25,073 +1%
AWP
2
Abacus Wealth Partners
California
$10.8M +$501K +15,363 +5%
UBS Group
3
UBS Group
Switzerland
$7.71M +$626K +19,193 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.78M +$546K +16,752 +18%
WI
5
WrapManager Inc
California
$3.65M -$342K -10,484 -9%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$3.22M
EWM
7
Empirical Wealth Management
Washington
$2.9M +$278K +8,529 +11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.87M +$411K +12,604 +18%
Creative Planning
9
Creative Planning
Kansas
$2.82M
CWP
10
Concord Wealth Partners
Virginia
$2.31M -$389K -11,942 -15%
FT
11
Fiduciary Trust
Massachusetts
$2.22M
BWM
12
Baystate Wealth Management
Massachusetts
$1.58M +$118K +3,621 +9%
Morgan Stanley
13
Morgan Stanley
New York
$1.58M +$1.44M +44,297 +2,626%
RCS
14
Retirement Capital Strategies
California
$1.42M +$1.35M +41,363 New
HighTower Advisors
15
HighTower Advisors
Illinois
$1.4M +$878K +26,934 +195%
WT
16
Whittier Trust
California
$1.21M +$610K +18,706 +113%
Bank of America
17
Bank of America
North Carolina
$1.13M +$187K +5,736 +21%
LPL Financial
18
LPL Financial
California
$1.12M -$335K -10,258 -24%
RW
19
RVW Wealth
California
$1M +$66.2K +2,030 +22%
EWA
20
EP Wealth Advisors
California
$903K +$296K +9,065 +53%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$825K +$524K +16,064 +204%
CTC
22
Central Trust Company
Missouri
$816K +$253K +7,756 +49%
APP
23
Avantax Planning Partners
Iowa
$801K -$61.3K -1,881 -7%
BPA
24
Beacon Pointe Advisors
California
$798K +$154K +4,719 +25%
TRCT
25
Tower Research Capital (TRC)
New York
$765K -$20.5K -628 -3%