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Nuveen ESG Mid-Cap Value ETF

101 hedge funds and large institutions have $253M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.03% less ownership

Funds ownership: 81.43%80.4% (-1%)

4% less funds holding

Funds holding: 105101 (-4)

6% less capital invested

Capital invested by funds: $270M → $253M (-$17.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
38
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$68.1M +$71.5M +2,393,738 New
Morgan Stanley
2
Morgan Stanley
New York
$34.3M -$393K -13,148 -1%
AWP
3
Abacus Wealth Partners
California
$23.2M +$781K +26,166 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M -$983K -32,922 -6%
LPL Financial
5
LPL Financial
California
$9.83M +$464K +15,532 +5%
UBS Group
6
UBS Group
Switzerland
$9.03M -$1.41M -47,196 -13%
RJA
7
Raymond James & Associates
Florida
$8.71M +$934K +31,277 +11%
Bank of America
8
Bank of America
North Carolina
$7.58M +$837K +28,026 +12%
EWM
9
Empirical Wealth Management
Washington
$6.93M +$327K +10,956 +5%
Wells Fargo
10
Wells Fargo
California
$4.76M -$92K -3,082 -2%
Creative Planning
11
Creative Planning
Kansas
$4.24M +$991K +33,199 +29%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.85M -$20.9K -701 -0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.22M +$207K +6,918 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.16M +$41.1K +1,375 +1%
WI
15
WrapManager Inc
California
$3.02M -$27.7K -927 -0.9%
RCG
16
Regatta Capital Group
California
$2.9M +$87.1K +2,916 +3%
FT
17
Fiduciary Trust
Massachusetts
$2.7M -$51.5K -1,726 -2%
DAS
18
Dynamic Advisor Solutions
Arizona
$2.52M -$78.8K -2,639 -3%
BPA
19
Beacon Pointe Advisors
California
$2.49M +$703K +23,552 +37%
MIS
20
Morningstar Investment Services
Illinois
$2.42M +$16.3K +545 +0.6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.72M +$24.5K +822 +1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.63M -$70.8K -2,370 -4%
Lido Advisors
23
Lido Advisors
California
$1.37M -$1.33M -44,556 -48%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.36M +$234K +7,850 +20%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.32M +$38.7K +1,295 +3%