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Nuveen ESG Mid-Cap Value ETF

107 hedge funds and large institutions have $251M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 19

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

17% more capital invested

Capital invested by funds: $215M → $251M (+$36.6M)

8% more funds holding

Funds holding: 99107 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

22.29% less ownership

Funds ownership: 100.71%78.43% (-22%)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
58
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$78.2M -$15.6K -508 -0%
Morgan Stanley
2
Morgan Stanley
New York
$23.5M +$1.48M +48,226 +6%
AWP
3
Abacus Wealth Partners
California
$18.1M +$1.24M +40,356 +7%
UBS Group
4
UBS Group
Switzerland
$13.1M +$1.97M +63,924 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.7M +$11M +356,502 +932%
LPL Financial
6
LPL Financial
California
$8.51M +$1.17M +37,845 +15%
Bank of America
7
Bank of America
North Carolina
$6.9M +$1.22M +39,504 +21%
RJA
8
Raymond James & Associates
Florida
$5.8M -$71.4K -2,318 -1%
EWM
9
Empirical Wealth Management
Washington
$5.62M +$465K +15,093 +9%
Wells Fargo
10
Wells Fargo
California
$4.5M -$595K -19,316 -11%
LWP
11
Laurel Wealth Planning
Minnesota
$3.79M +$741K +24,053 +23%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.47M +$573K +18,601 +19%
Creative Planning
13
Creative Planning
Kansas
$3.37M +$68.4K +2,222 +2%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$3.2M +$275K +8,922 +9%
WI
15
WrapManager Inc
California
$3.12M -$148K -4,821 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.08M +$756K +24,567 +31%
PWA
17
Phoenix Wealth Advisors
North Carolina
$2.95M +$3.06M +99,248 New
FT
18
Fiduciary Trust
Massachusetts
$2.83M
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.76M -$992K -32,211 -26%
MIS
20
Morningstar Investment Services
Illinois
$2.43M +$58.3K +1,895 +2%
DAS
21
Dynamic Advisor Solutions
Arizona
$2.1M +$106K +3,438 +5%
RCG
22
Regatta Capital Group
California
$1.94M +$724K +23,516 +57%
Lido Advisors
23
Lido Advisors
California
$1.9M -$513K -16,676 -21%
RSWM
24
Robertson Stephens Wealth Management
California
$1.88M +$1.95M +63,280 New
BPA
25
Beacon Pointe Advisors
California
$1.59M +$800K +25,987 +95%