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Nuveen ESG Mid-Cap Value ETF

110 hedge funds and large institutions have $250M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 107110 (+3)

0.07% more ownership

Funds ownership: 78.43%78.49% (+0.07%)

0% less capital invested

Capital invested by funds: $251M → $250M (-$950K)

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
55
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$75.7M +$205K +6,744 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M -$2.06M -67,946 -9%
AWP
3
Abacus Wealth Partners
California
$19.8M +$2.63M +86,797 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.9M +$4.84M +159,499 +40%
UBS Group
5
UBS Group
Switzerland
$10M -$2.79M -91,979 -21%
LPL Financial
6
LPL Financial
California
$9.1M +$937K +30,862 +11%
Bank of America
7
Bank of America
North Carolina
$6.64M -$12.3K -405 -0.2%
RJA
8
Raymond James & Associates
Florida
$6.46M +$919K +30,293 +16%
EWM
9
Empirical Wealth Management
Washington
$5.84M +$441K +14,521 +8%
Wells Fargo
10
Wells Fargo
California
$4.98M +$677K +22,310 +15%
LWP
11
Laurel Wealth Planning
Minnesota
$4.14M +$520K +17,139 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.65M +$719K +23,692 +23%
Creative Planning
13
Creative Planning
Kansas
$3.35M +$104K +3,422 +3%
WI
14
WrapManager Inc
California
$2.92M -$96.4K -3,175 -3%
FT
15
Fiduciary Trust
Massachusetts
$2.79M +$54.8K +1,805 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.71M +$47.9K +1,577 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$2.54M +$2.29M +75,537 +582%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.51M -$549K -18,102 -17%
MIS
19
Morningstar Investment Services
Illinois
$2.28M +$8.53K +281 +0.3%
Lido Advisors
20
Lido Advisors
California
$2.26M +$448K +14,770 +23%
DAS
21
Dynamic Advisor Solutions
Arizona
$2.1M +$81K +2,668 +4%
RCG
22
Regatta Capital Group
California
$1.94M
RSWM
23
Robertson Stephens Wealth Management
California
$1.82M
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.74M +$229K +7,558 +14%
BPA
25
Beacon Pointe Advisors
California
$1.69M +$171K +5,622 +11%