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Nuveen ESG Mid-Cap Value ETF

129 hedge funds and large institutions have $291M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 47 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

2% more funds holding

Funds holding: 126129 (+3)

1.89% more ownership

Funds ownership: 80.34%82.24% (+1.9%)

2% more capital invested

Capital invested by funds: $286M → $291M (+$5.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
38
Reduced
47
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49M +$9.2M +262,148 +22%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$41.7M -$1.68M -47,823 -4%
AWP
3
Abacus Wealth Partners
California
$31.9M +$770K +21,945 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.6M -$427K -12,176 -2%
LPL Financial
5
LPL Financial
California
$18.2M +$5.24M +149,167 +39%
Raymond James Financial
6
Raymond James Financial
Florida
$17.7M +$893K +25,427 +5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$13.9M +$3.33M +94,718 +30%
Bank of America
8
Bank of America
North Carolina
$10.4M +$352K +10,037 +3%
UBS Group
9
UBS Group
Switzerland
$9.12M +$112K +3,185 +1%
EWM
10
Empirical Wealth Management
Washington
$8.78M +$120K +3,417 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.85M -$73.7K -2,098 -1%
BPA
12
Beacon Pointe Advisors
California
$4.8M -$453K -12,897 -8%
Wells Fargo
13
Wells Fargo
California
$4.38M +$152K +4,326 +3%
Creative Planning
14
Creative Planning
Kansas
$3.7M -$59.3K -1,688 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.46M +$145K +4,140 +4%
FT
16
Fiduciary Trust
Massachusetts
$3.05M
Jones Financial Companies
17
Jones Financial Companies
Missouri
$3M +$671K +19,112 +28%
IWA
18
Invera Wealth Advisors
Oregon
$2.18M +$7.79K +222 +0.4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.04M -$4.15M -118,178 -68%
CNBT
20
Canandaigua National Bank & Trust
New York
$1.85M -$118K -3,359 -6%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.79M -$1.11M -31,514 -38%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.61M -$301K -8,584 -15%
OWM
23
Opes Wealth Management
California
$1.3M +$275K +7,835 +26%
RCG
24
Regatta Capital Group
California
$1.27M -$41.4K -1,178 -3%
WWA
25
WCG Wealth Advisors
Nevada
$1.21M -$186K -5,286 -13%