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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $286M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

9% more funds holding

Funds holding: 116126 (+10)

0.12% more ownership

Funds ownership: 80.22%80.34% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $298M → $286M (-$12.8M)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% 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
19
Increased
53
Reduced
36
Closed
7
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
$44.1M -$2.34M -63,752 -5%
Morgan Stanley
2
Morgan Stanley
New York
$40.8M -$658K -17,956 -2%
AWP
3
Abacus Wealth Partners
California
$31.6M +$1.57M +42,714 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.4M +$533K +14,546 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$17.2M +$18.1M +492,936 New
LPL Financial
6
LPL Financial
California
$13.3M +$370K +10,086 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$10.9M +$1.67M +45,521 +17%
Bank of America
8
Bank of America
North Carolina
$10.2M -$31.5K -859 -0.3%
UBS Group
9
UBS Group
Switzerland
$9.17M +$327K +8,934 +4%
EWM
10
Empirical Wealth Management
Washington
$8.82M -$219K -5,981 -2%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$6.15M +$256K +6,977 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.03M +$825K +22,510 +15%
BPA
13
Beacon Pointe Advisors
California
$5.33M -$153K -4,162 -3%
Wells Fargo
14
Wells Fargo
California
$4.31M +$168K +4,572 +4%
Creative Planning
15
Creative Planning
Kansas
$3.83M -$202K -5,525 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.38M +$189K +5,147 +6%
FT
17
Fiduciary Trust
Massachusetts
$3.11M
DAS
18
Dynamic Advisor Solutions
Arizona
$2.91M +$3.26K +89 +0.1%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$2.41M +$135K +3,679 +6%
IWA
20
Invera Wealth Advisors
Oregon
$2.29M -$31.7K -864 -1%
CNBT
21
Canandaigua National Bank & Trust
New York
$2M -$158K -4,324 -7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.94M -$31.8K -868 -2%
WWA
23
WCG Wealth Advisors
Nevada
$1.42M +$26.4K +721 +2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.41M +$1.25M +34,114 +525%
RCG
25
Regatta Capital Group
California
$1.34M +$55.2K +1,507 +4%