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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

47 hedge funds and large institutions have $126M invested in Nuveen ESG Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
9
Increased
18
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$76M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.8M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1M
4
RW
4
RVW Wealth
California
$1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.13M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.62M
2
TRCT
2
Tower Research Capital (TRC)
New York
$687K
3
WI
3
WrapManager Inc
California
$3.5M
4
CI
4
CX Institutional
Indiana
$342K
5
Creative Planning
5
Creative Planning
Kansas
$2.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
26
Whittier Trust
California
$499K +$108K +3,576 +28%
CTC
27
Central Trust Company
Missouri
$480K +$180K +5,976 +60%
HighTower Advisors
28
HighTower Advisors
Illinois
$417K +$417K +13,810 New
AIP
29
Ameritas Investment Partners
Nebraska
$405K +$31K +1,032 +8%
SFS
30
Sowell Financial Services
Arkansas
$360K +$17.6K +585 +5%
CI
31
CX Institutional
Indiana
$342K -$36.2K -1,205 -10%
Osaic Holdings
32
Osaic Holdings
Arizona
$325K +$66.8K +2,215 +26%
RJA
33
Raymond James & Associates
Florida
$268K +$24.4K +809 +10%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$237K +$144K +4,808 +156%
SFO
35
Stokes Family Office
Louisiana
$216K +$216K +7,175 New
IA
36
IFP Advisors
Florida
$154K -$2.13K -71 -1%
AA
37
Addison Advisors
Vermont
$150K +$150K +4,997 New
SPIA
38
Steward Partners Investment Advisory
New York
$85K +$12.4K +411 +17%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$71K – – –
RG
40
Retirement Group
California
$61K – – –
Bessemer Group
41
Bessemer Group
New Jersey
$52K – – –
Morgan Stanley
42
Morgan Stanley
New York
$51K – – –
PCG
43
Private Capital Group
Connecticut
$42K -$17.7K -590 -30%
BWM
44
BerganKDV Wealth Management
Minnesota
$22K – – –
GWM
45
Geneos Wealth Management
Colorado
$17K – – –
IWP
46
IAG Wealth Partners
Wisconsin
$13K – – –
AF
47
Advisornet Financial
Minnesota
$2K – – –
1
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