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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $265M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

8% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 37

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.06% less ownership

Funds ownership: 80.33%80.27% (-0.06%)

6% less capital invested

Capital invested by funds: $281M → $265M (-$16.1M)

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
12
Increased
40
Reduced
37
Closed
8
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
$46.2M -$5.92M -178,465 -11%
Morgan Stanley
2
Morgan Stanley
New York
$39.3M -$4.33M -130,405 -10%
AWP
3
Abacus Wealth Partners
California
$28.6M +$379K +11,412 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.7M +$1.63M +49,202 +10%
RJA
5
Raymond James & Associates
Florida
$13.4M +$744K +22,433 +6%
LPL Financial
6
LPL Financial
California
$12M +$1.29M +38,804 +12%
EWM
7
Empirical Wealth Management
Washington
$8.8M -$373K -11,236 -4%
Bank of America
8
Bank of America
North Carolina
$8.72M +$548K +16,514 +7%
UBS Group
9
UBS Group
Switzerland
$8.69M -$820K -24,731 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.06M -$328K -9,903 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.03M +$818K +24,657 +19%
BPA
12
Beacon Pointe Advisors
California
$4.87M +$790K +23,819 +19%
Wells Fargo
13
Wells Fargo
California
$3.9M -$284K -8,570 -7%
Creative Planning
14
Creative Planning
Kansas
$3.82M -$360K -10,862 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.39M -$83.6K -2,520 -2%
FT
16
Fiduciary Trust
Massachusetts
$2.95M -$46.6K -1,405 -2%
Lido Advisors
17
Lido Advisors
California
$2.86M +$47.7K +1,437 +2%
DAS
18
Dynamic Advisor Solutions
Arizona
$2.84M -$453K -13,668 -14%
IWA
19
Invera Wealth Advisors
Oregon
$2.25M +$42K +1,267 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.15M +$668K +20,150 +45%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.12M +$234K +7,060 +12%
CNBT
22
Canandaigua National Bank & Trust
New York
$2.03M +$2.04M +61,596 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.83M -$11.5K -346 -0.6%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$1.8M +$193K +5,814 +12%
MIS
25
Morningstar Investment Services
Illinois
$1.56M -$134K -4,032 -8%