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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

125 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
125
Holders Change
-4
Holders Change %
-3.1%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
39
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$16.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$52.8M
3
RF
3
rebel Financial
Ohio
$1.06M
4
Raymond James Financial
4
Raymond James Financial
Florida
$19.4M
5
LPL Financial
5
LPL Financial
California
$19.7M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$36.2M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$435K
3
AWP
3
Abacus Wealth Partners
California
$32.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.44M
5
Lido Advisors
5
Lido Advisors
California
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.8M 1,463,546 +30,571 +2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$36.2M 1,004,386 -214,039 -18%
AWP
3
Abacus Wealth Partners
California
$32.5M 902,286 -28,741 -3%
LPL Financial
4
LPL Financial
California
$19.7M 547,029 +15,576 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.5M 540,324 -4,454 -0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$19.4M 538,787 +20,424 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$16.1M 446,116 +38,744 +10%
Bank of America
8
Bank of America
North Carolina
$11M 303,998 -41 -0%
UBS Group
9
UBS Group
Switzerland
$10M 278,749 +12,205 +5%
EWM
10
Empirical Wealth Management
Washington
$9.23M 256,110 -593 -0.2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.44M 150,875 -20,098 -12%
BPA
12
Beacon Pointe Advisors
California
$5.02M 139,271 -955 -0.7%
Wells Fargo
13
Wells Fargo
California
$4.94M 136,996 +8,993 +7%
Creative Planning
14
Creative Planning
Kansas
$3.9M 108,300 – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.63M 100,714 -478 -0.5%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$3.46M 96,611 +8,266 +9%
FT
17
Fiduciary Trust
Massachusetts
$3.22M 89,246 – –
CNBT
18
Canandaigua National Bank & Trust
New York
$1.74M 48,152 -5,889 -11%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.61M 44,774 -2,295 -5%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.5M 41,661 -10,535 -20%
OWM
21
Opes Wealth Management
California
$1.37M 38,115 +150 +0.4%
RCG
22
Regatta Capital Group
California
$1.3M 36,010 -1,192 -3%
WWA
23
WCG Wealth Advisors
Nevada
$1.29M 35,710 +261 +0.7%
RF
24
rebel Financial
Ohio
$1.06M 29,542 +29,542 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.06M 29,298 +3,157 +12%
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