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Nuveen ESG Mid-Cap Value ETF

74 hedge funds and large institutions have $178M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

28% more funds holding

Funds holding: 5874 (+16)

15% more capital invested

Capital invested by funds: $154M → $178M (+$23.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.84% less ownership

Funds ownership: 77.09%72.24% (-4.8%)

Holders
74
Holders Change
+16
Holders Change %
+27.59%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
36
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$96.8M +$4.32M +118,939 +5%
AWP
2
Abacus Wealth Partners
California
$13.1M +$1.75M +48,108 +15%
UBS Group
3
UBS Group
Switzerland
$8.71M +$581K +15,990 +7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.56M +$581K +16,004 +15%
HighTower Advisors
5
HighTower Advisors
Illinois
$3.62M +$2.14M +59,037 +145%
EWM
6
Empirical Wealth Management
Washington
$3.53M +$475K +13,091 +16%
FT
7
Fiduciary Trust
Massachusetts
$3.51M +$1.17M +32,301 +50%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$3.48M
WI
9
WrapManager Inc
California
$3.44M -$410K -11,293 -11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.14M +$118K +3,255 +4%
Morgan Stanley
11
Morgan Stanley
New York
$3.09M +$1.43M +39,300 +85%
LPL Financial
12
LPL Financial
California
$1.56M +$379K +10,442 +32%
CWP
13
Concord Wealth Partners
Virginia
$1.51M -$922K -25,383 -38%
Bank of America
14
Bank of America
North Carolina
$1.43M +$231K +6,373 +19%
BWM
15
Baystate Wealth Management
Massachusetts
$1.41M -$263K -7,239 -16%
WT
16
Whittier Trust
California
$1.39M +$111K +3,056 +9%
FTUS
17
Flow Traders U.S.
New York
$1.32M +$1.32M +36,439 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.03M +$167K +4,607 +19%
Citadel Advisors
19
Citadel Advisors
Florida
$1.01M +$1.01M +27,811 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$997K +$215K +5,917 +27%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$922K +$924K +25,450 New
TRCT
22
Tower Research Capital (TRC)
New York
$919K +$114K +3,134 +14%
EWA
23
EP Wealth Advisors
California
$916K -$35.2K -970 -4%
PI
24
PFS Investments
Georgia
$910K +$907K +24,969 New
CTC
25
Central Trust Company
Missouri
$909K +$49.5K +1,363 +6%