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Nuveen ESG Mid-Cap Value ETF

86 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 10

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $194M → $215M (+$20.7M)

4% more funds holding

Funds holding: 8386 (+3)

0.63% more ownership

Funds ownership: 75.79%76.41% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
42
Reduced
10
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$103M +$355K +9,329 +0.3%
AWP
2
Abacus Wealth Partners
California
$17.3M +$2.55M +67,178 +17%
UBS Group
3
UBS Group
Switzerland
$9.01M +$302K +7,936 +3%
Morgan Stanley
4
Morgan Stanley
New York
$8.35M +$3.68M +96,871 +75%
EWM
5
Empirical Wealth Management
Washington
$5.15M +$610K +16,051 +13%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.92M -$181K -4,757 -3%
LPL Financial
7
LPL Financial
California
$4.33M +$1.8M +47,228 +68%
Creative Planning
8
Creative Planning
Kansas
$4.22M +$530K +13,934 +14%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.2M +$1.41M +37,130 +49%
WI
10
WrapManager Inc
California
$4.2M -$136K -3,574 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.52M +$255K +6,699 +8%
FT
12
Fiduciary Trust
Massachusetts
$3.5M +$530K +13,934 +17%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$3.48M
FAIM
14
Financial Advocates Investment Management
Washington
$3.16M +$3.25M +85,577 New
Bank of America
15
Bank of America
North Carolina
$2.37M +$751K +19,757 +45%
Wells Fargo
16
Wells Fargo
California
$2.36M +$459K +12,061 +23%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.49M +$313K +8,226 +26%
WT
18
Whittier Trust
California
$1.39M -$55.1K -1,450 -4%
Lido Advisors
19
Lido Advisors
California
$1.22M +$709K +18,641 +129%
BPA
20
Beacon Pointe Advisors
California
$1.16M +$162K +4,257 +16%
CWP
21
Concord Wealth Partners
Virginia
$1.09M -$28.3K -745 -2%
BWM
22
Baystate Wealth Management
Massachusetts
$1.09M +$2.32K +61 +0.2%
DAS
23
Dynamic Advisor Solutions
Arizona
$1.08M +$554K +14,572 +100%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.07M +$1.1M +28,926 New
CA
25
Carson Advisory
Georgia
$987K +$1.02M +26,720 New