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Nuveen ESG Mid-Cap Value ETF

99 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

3.82% more ownership

Funds ownership: 96.89%100.71% (+3.8%)

2% more funds holding

Funds holding: 9799 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $223M → $215M (-$7.92M)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
48
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$74.7M +$556K +17,348 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M +$1.22M +38,058 +5%
AWP
3
Abacus Wealth Partners
California
$16.2M +$1.64M +51,066 +10%
UBS Group
4
UBS Group
Switzerland
$10.7M +$1.03M +32,279 +9%
LPL Financial
5
LPL Financial
California
$7.04M +$1.55M +48,345 +24%
RJA
6
Raymond James & Associates
Florida
$5.6M +$2.5M +78,141 +66%
Bank of America
7
Bank of America
North Carolina
$5.46M -$1.8M -56,099 -23%
EWM
8
Empirical Wealth Management
Washington
$4.93M +$608K +18,982 +12%
Wells Fargo
9
Wells Fargo
California
$4.84M +$1.29M +40,342 +31%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.55M -$2.12M -66,019 -35%
Creative Planning
11
Creative Planning
Kansas
$3.15M +$17.8K +555 +0.5%
WI
12
WrapManager Inc
California
$3.11M -$57.7K -1,800 -2%
LWP
13
Laurel Wealth Planning
Minnesota
$2.93M +$683K +21,320 +26%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$2.8M +$98.9K +3,085 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.79M +$61.1K +1,907 +2%
FT
16
Fiduciary Trust
Massachusetts
$2.7M +$17.8K +555 +0.6%
MIS
17
Morningstar Investment Services
Illinois
$2.41M +$57.4K +1,791 +2%
Lido Advisors
18
Lido Advisors
California
$2.29M +$1.3M +40,603 +102%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.24M -$474K -14,793 -16%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.9M +$694K +21,649 +48%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.52M +$502K +15,670 +41%
WWA
22
WCG Wealth Advisors
Nevada
$1.48M -$94.2K -2,938 -6%
KOC
23
Koss-Olinger Consulting
Florida
$1.36M +$40.5K +1,262 +3%
RCG
24
Regatta Capital Group
California
$1.27M -$4.01K -125 -0.3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.09M -$77.9K -2,431 -6%