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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $281M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $317M → $281M (-$35.6M)

13.62% less ownership

Funds ownership: 93.95%80.33% (-14%)

Holders
115
Holders Change
Holders Change %
0%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
40
Reduced
39
Closed
9
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
$53.9M -$17M -534,846 -25%
Morgan Stanley
2
Morgan Stanley
New York
$45.2M -$39.9M -1,252,434 -49%
AWP
3
Abacus Wealth Partners
California
$29.2M +$111K +3,482 +0.4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.7M -$1.66M -52,128 -9%
RJA
5
Raymond James & Associates
Florida
$13.1M +$864K +27,127 +8%
LPL Financial
6
LPL Financial
California
$11.1M +$147K +4,616 +1%
UBS Group
7
UBS Group
Switzerland
$9.84M -$56.6K -1,777 -0.6%
EWM
8
Empirical Wealth Management
Washington
$9.49M +$297K +9,330 +3%
Bank of America
9
Bank of America
North Carolina
$8.46M -$52.9K -1,663 -0.7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.58M +$852K +26,768 +20%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.36M +$41.8K +1,312 +1%
Wells Fargo
12
Wells Fargo
California
$4.34M -$115K -3,625 -3%
Creative Planning
13
Creative Planning
Kansas
$4.32M -$486K -15,270 -11%
BPA
14
Beacon Pointe Advisors
California
$4.23M +$291K +9,126 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.6M +$400K +12,553 +14%
DAS
16
Dynamic Advisor Solutions
Arizona
$3.4M +$105K +3,303 +3%
FT
17
Fiduciary Trust
Massachusetts
$3.1M
Lido Advisors
18
Lido Advisors
California
$2.91M +$1.15M +36,247 +74%
IWA
19
Invera Wealth Advisors
Oregon
$2.1M +$84.6K +2,658 +4%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$1.96M +$71.9K +2,258 +4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.91M +$243K +7,626 +16%
MIS
22
Morningstar Investment Services
Illinois
$1.75M -$2.81M -88,395 -63%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$1.66M +$224K +7,038 +17%
RCG
24
Regatta Capital Group
California
$1.58M -$1.69M -53,236 -54%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.54M +$139K +4,381 +11%