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Nuveen ESG Mid-Cap Value ETF

132 hedge funds and large institutions have $326M invested in Nuveen ESG Mid-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

4% more funds holding

Funds holding: 127132 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.03% less ownership

Funds ownership: 82.08%80.05% (-2%)

6% less capital invested

Capital invested by funds: $345M → $326M (-$19.1M)

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
48
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.2M -$1.82M -45,259 -3%
AWP
2
Abacus Wealth Partners
California
$39.2M +$976K +24,325 +2%
TCIIS
3
TIAA-CREF Individual & Institutional Services
New York
$33.7M +$34.9M +870,175 New
Bank of New York Mellon
4
Bank of New York Mellon
New York
$22.8M +$581K +14,475 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$21.8M +$947K +23,603 +4%
Raymond James Financial
6
Raymond James Financial
Florida
$15M -$6.06M -151,017 -28%
Bank of America
7
Bank of America
North Carolina
$11.1M -$226K -5,634 -2%
EWM
8
Empirical Wealth Management
Washington
$10.4M -$183K -4,571 -2%
UBS Group
9
UBS Group
Switzerland
$10.3M +$85.3K +2,127 +0.8%
Wells Fargo
10
Wells Fargo
California
$7.37M +$1.19M +29,557 +18%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.99M +$583K +14,526 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.87M +$2.27M +56,480 +47%
BPA
13
Beacon Pointe Advisors
California
$6.43M +$348K +8,671 +6%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$6.35M +$1.25M +31,198 +23%
LPL Financial
15
LPL Financial
California
$5.96M -$17.5M -436,134 -74%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$4.22M +$360K +8,963 +9%
Creative Planning
17
Creative Planning
Kansas
$3.9M
P
18
&Partners
Tennessee
$3.56M +$1.27M +31,629 +53%
FT
19
Fiduciary Trust
Massachusetts
$3.17M
IWA
20
Invera Wealth Advisors
Oregon
$2.25M -$54.5K -1,360 -2%
WWA
21
WCG Wealth Advisors
Nevada
$2.22M +$49.7K +1,239 +2%
CNC
22
Canandaigua National Corp
New York
$1.83M +$1.89M +47,243 New
Goldman Sachs
23
Goldman Sachs
New York
$1.75M +$1.81M +45,095 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.7M +$124K +3,081 +8%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.67M +$503K +12,541 +41%