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Nuveen ESG Mid-Cap Value ETF

98 hedge funds and large institutions have $252M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

511% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 9

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $215M → $252M (+$36.8M)

16.83% more ownership

Funds ownership: 76.41%93.24% (+17%)

14% more funds holding

Funds holding: 8698 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
55
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$99.9M -$73.9K -2,068 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$23.9M +$15.7M +439,245 +194%
AWP
3
Abacus Wealth Partners
California
$17.5M +$653K +18,265 +4%
UBS Group
4
UBS Group
Switzerland
$10.2M +$1.41M +39,391 +16%
Bank of America
5
Bank of America
North Carolina
$7.31M +$4.97M +138,939 +217%
LPL Financial
6
LPL Financial
California
$6.42M +$2.19M +61,248 +52%
EWM
7
Empirical Wealth Management
Washington
$6.19M +$1.16M +32,542 +23%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.68M +$875K +24,487 +18%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.48M +$389K +10,888 +10%
WI
10
WrapManager Inc
California
$4.19M +$97.2K +2,720 +2%
Creative Planning
11
Creative Planning
Kansas
$3.98M -$141K -3,953 -3%
Wells Fargo
12
Wells Fargo
California
$3.83M +$1.52M +42,412 +66%
FT
13
Fiduciary Trust
Massachusetts
$3.41M
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$3.38M +$3.36M +94,001 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.38M -$44.2K -1,237 -1%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.64M +$2.62M +73,401 New
MIS
17
Morningstar Investment Services
Illinois
$2.33M +$2.27M +63,504 New
LWP
18
Laurel Wealth Planning
Minnesota
$2.18M +$2.16M +60,446 New
BPA
19
Beacon Pointe Advisors
California
$1.6M +$467K +13,067 +42%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.57M +$521K +14,571 +50%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.51M +$60.9K +1,703 +4%
Lido Advisors
22
Lido Advisors
California
$1.42M +$221K +6,183 +19%
RCG
23
Regatta Capital Group
California
$1.4M +$1.39M +38,933 New
WT
24
Whittier Trust
California
$1.36M
KOC
25
Koss-Olinger Consulting
Florida
$1.3M +$639K +17,877 +98%