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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

98 hedge funds and large institutions have $252M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
55
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24M
2
Bank of America
2
Bank of America
North Carolina
$7.31M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.39M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.64M
5
MIS
5
Morningstar Investment Services
Illinois
$2.33M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$815K
4
APA
4
Astoria Portfolio Advisors
New York
$0
5
Creative Planning
5
Creative Planning
Kansas
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.26M 34,937 +34,937 New
Osaic Holdings
27
Osaic Holdings
Arizona
$1.14M 24,702 +552 +2%
BWM
28
Baystate Wealth Management
Massachusetts
$1.11M 30,939 +1,427 +5%
CWP
29
Concord Wealth Partners
Virginia
$1.04M 28,948 -586 -2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$1.02M 28,280 +2,830 +11%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$978K 27,161 +7,309 +37%
CA
32
Carson Advisory
Georgia
$962K 26,720 – –
APP
33
Avantax Planning Partners
Iowa
$928K 25,776 +151 +0.6%
CAMV
34
Concord Asset Management (Virginia)
Virginia
$873K 24,230 -586 -2%
WP
35
WealthShield Partners
North Carolina
$868K 24,114 +24,114 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$815K 22,646 -6,280 -22%
NYLIM
37
New York Life Investment Management
New York
$772K 21,426 +1,540 +8%
BWM
38
BerganKDV Wealth Management
Minnesota
$766K 21,275 +669 +3%
CB
39
Commerce Bank
Missouri
$765K 21,239 +1,260 +6%
OCM
40
One Capital Management
California
$751K 20,881 +8,123 +64%
CTC
41
Central Trust Company
Missouri
$739K 20,513 +903 +5%
EWA
42
EP Wealth Advisors
California
$714K 19,831 +2,574 +15%
CCM
43
Coldstream Capital Management
Washington
$680K 18,881 +121 +0.6%
TRCT
44
Tower Research Capital (TRC)
New York
$678K 18,826 -1,591 -8%
RIS
45
Retirement Income Solutions
Michigan
$678K 18,832 +6,691 +55%
SB
46
Simmons Bank
Arkansas
$677K 18,798 +152 +0.8%
AIP
47
Ameritas Investment Partners
Nebraska
$600K 16,668 +1,220 +8%
CI
48
CX Institutional
Indiana
$574K 15,927 +1,194 +8%
HGWM
49
Harvest Group Wealth Management
Massachusetts
$515K 14,288 +14,288 New
RJA
50
Raymond James & Associates
Florida
$482K 13,385 +298 +2%
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