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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 %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.04M 28,713 -1,417 -5%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.02M 28,280 – –
RWP
28
Revolve Wealth Partners
New Jersey
$991K 27,485 +545 +2%
CAM
29
Cresset Asset Management
Illinois
$958K 26,583 +873 +3%
Mariner
30
Mariner
Kansas
$942K 26,120 – –
HWA
31
Heritage Wealth Advisors
Virginia
$925K 25,648 -1,398 -5%
RFA
32
RTD Financial Advisors
Pennsylvania
$895K 24,825 -1,030 -4%
WP
33
WealthShield Partners
North Carolina
$808K 22,427 -7,796 -26%
NA
34
NewEdge Advisors
Louisiana
$722K 20,040 +1,919 +11%
AA
35
Addison Advisors
Vermont
$688K 19,097 -715 -4%
CA
36
Carson Advisory
Georgia
$684K 18,970 – –
PFBT
37
Parkside Financial Bank & Trust
Missouri
$684K 18,962 – –
FWM
38
Fingerlakes Wealth Management
New York
$665K 18,438 +300 +2%
CCM
39
Coldstream Capital Management
Washington
$649K 18,007 – –
RW
40
RVW Wealth
California
$648K 17,964 -283 -2%
P
41
&Partners
Tennessee
$633K 17,566 – –
Stifel Financial
42
Stifel Financial
Missouri
$630K 17,473 +378 +2%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$571K 15,827 +2,635 +20%
NCM
44
Neumann Capital Management
California
$561K 15,560 – –
CB
45
Commerce Bank
Missouri
$542K 15,030 -1,905 -11%
SAG
46
SageView Advisory Group
California
$540K 14,500 – –
Corient Private Wealth
47
Corient Private Wealth
Florida
$534K 14,818 +8,048 +119%
TRCT
48
Tower Research Capital (TRC)
New York
$523K 14,503 +10,457 +258%
Osaic Holdings
49
Osaic Holdings
Arizona
$502K 14,384 -4,995 -26%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$495K 13,723 +1,382 +11%
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