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Nuveen ESG Mid-Cap Value ETF

83 hedge funds and large institutions have $194M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

12% more funds holding

Funds holding: 7483 (+9)

10% more capital invested

Capital invested by funds: $178M → $194M (+$16.9M)

3.54% more ownership

Funds ownership: 72.24%75.79% (+3.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
35
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$100M +$3.65M +99,207 +4%
AWP
2
Abacus Wealth Partners
California
$14.5M +$1.46M +39,764 +11%
UBS Group
3
UBS Group
Switzerland
$8.56M -$154K -4,182 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.01M +$446K +12,137 +10%
Morgan Stanley
5
Morgan Stanley
New York
$4.68M +$1.61M +43,680 +51%
EWM
6
Empirical Wealth Management
Washington
$4.48M +$962K +26,166 +27%
WI
7
WrapManager Inc
California
$4.25M +$823K +22,393 +24%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$3.69M
Creative Planning
9
Creative Planning
Kansas
$3.64M +$3.69M +100,403 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.21M +$69K +1,877 +2%
FT
11
Fiduciary Trust
Massachusetts
$2.93M -$594K -16,163 -17%
HighTower Advisors
12
HighTower Advisors
Illinois
$2.77M -$861K -23,422 -23%
LPL Financial
13
LPL Financial
California
$2.54M +$990K +26,939 +63%
Wells Fargo
14
Wells Fargo
California
$1.88M +$1.91M +51,834 +5,183,400%
Bank of America
15
Bank of America
North Carolina
$1.61M +$182K +4,961 +13%
WT
16
Whittier Trust
California
$1.42M +$29.8K +811 +2%
SIM
17
Seaview Investment Managers
Florida
$1.21M +$1.22M +33,227 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.16M +$168K +4,568 +17%
PI
19
PFS Investments
Georgia
$1.14M +$144K +3,911 +16%
CWP
20
Concord Wealth Partners
Virginia
$1.1M -$420K -11,432 -27%
FIG
21
FundX Investment Group
California
$1.08M
BWM
22
Baystate Wealth Management
Massachusetts
$1.07M -$343K -9,335 -24%
BPA
23
Beacon Pointe Advisors
California
$981K +$108K +2,932 +12%
EWA
24
EP Wealth Advisors
California
$949K +$32.2K +875 +3%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$923K