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Nuveen ESG Mid-Cap Value ETF

97 hedge funds and large institutions have $223M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

3.65% more ownership

Funds ownership: 93.24%96.89% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9897 (-1)

12% less capital invested

Capital invested by funds: $252M → $223M (-$29.3M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
49
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$80M -$5.5M -163,273 -6%
Morgan Stanley
2
Morgan Stanley
New York
$21.6M +$1.34M +39,834 +6%
AWP
3
Abacus Wealth Partners
California
$15.9M +$1.11M +32,882 +7%
UBS Group
4
UBS Group
Switzerland
$10.6M +$2.07M +61,570 +22%
Bank of America
5
Bank of America
North Carolina
$7.61M +$1.53M +45,512 +22%
LPL Financial
6
LPL Financial
California
$6.12M +$724K +21,517 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.85M +$1.13M +33,441 +21%
EWM
8
Empirical Wealth Management
Washington
$4.74M -$581K -17,267 -10%
Wells Fargo
9
Wells Fargo
California
$3.99M +$804K +23,897 +22%
RJA
10
Raymond James & Associates
Florida
$3.65M +$3.56M +105,643 +789%
WI
11
WrapManager Inc
California
$3.41M -$162K -4,820 -4%
Creative Planning
12
Creative Planning
Kansas
$3.38M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.95M +$79.5K +2,363 +3%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$2.91M +$31.1K +925 +1%
FT
15
Fiduciary Trust
Massachusetts
$2.9M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.87M +$683K +20,286 +28%
LWP
17
Laurel Wealth Planning
Minnesota
$2.51M +$721K +21,426 +35%
MIS
18
Morningstar Investment Services
Illinois
$2.38M +$450K +13,353 +21%
WWA
19
WCG Wealth Advisors
Nevada
$1.58M +$1.74M +51,688 New
KOC
20
Koss-Olinger Consulting
Florida
$1.43M +$351K +10,427 +29%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.39M +$56.8K +1,688 +4%
RCG
22
Regatta Capital Group
California
$1.28M +$92.5K +2,749 +7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.25M +$455K +13,520 +50%
Lido Advisors
24
Lido Advisors
California
$1.22M +$20.8K +618 +2%
RWP
25
RWA Wealth Partners
Massachusetts
$1.2M +$1.32M +39,244 New