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Nuveen ESG Mid-Cap Value ETF

116 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

12% more capital invested

Capital invested by funds: $265M → $298M (+$33M)

1% more funds holding

Funds holding: 115116 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.05% less ownership

Funds ownership: 80.27%80.22% (-0.05%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
39
Reduced
40
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
$49M -$2.38M -68,404 -5%
Morgan Stanley
2
Morgan Stanley
New York
$43.8M -$81.4K -2,336 -0.2%
AWP
3
Abacus Wealth Partners
California
$31.9M +$1.36K +39 +0%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M -$845K -24,249 -4%
RJA
5
Raymond James & Associates
Florida
$15.5M +$463K +13,281 +3%
LPL Financial
6
LPL Financial
California
$13.7M +$321K +9,204 +3%
Bank of America
7
Bank of America
North Carolina
$10.9M +$1.08M +30,993 +12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$9.84M +$4M +114,850 +75%
EWM
9
Empirical Wealth Management
Washington
$9.55M -$244K -7,013 -3%
UBS Group
10
UBS Group
Switzerland
$9.37M -$298K -8,563 -3%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$6.1M +$3.53M +101,349 +158%
BPA
12
Beacon Pointe Advisors
California
$5.79M +$343K +9,852 +7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.55M -$92.3K -2,649 -2%
Wells Fargo
14
Wells Fargo
California
$4.39M +$31.4K +900 +0.8%
Creative Planning
15
Creative Planning
Kansas
$4.26M
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.39M -$379K -10,865 -11%
FT
17
Fiduciary Trust
Massachusetts
$3.29M
DAS
18
Dynamic Advisor Solutions
Arizona
$3.08M -$77.2K -2,215 -3%
Lido Advisors
19
Lido Advisors
California
$2.93M -$245K -7,042 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.47M +$67.9K +1,948 +3%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$2.41M +$388K +11,133 +20%
IWA
22
Invera Wealth Advisors
Oregon
$2.38M -$92.1K -2,643 -4%
CNBT
23
Canandaigua National Bank & Trust
New York
$2.27M +$4.46K +128 +0.2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.08M +$35.9K +1,030 +2%
MIS
25
Morningstar Investment Services
Illinois
$1.65M -$88.1K -2,529 -5%