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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

107 hedge funds and large institutions have $251M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
58
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.7M
2
PWA
2
Phoenix Wealth Advisors
North Carolina
$2.95M
3
UBS Group
3
UBS Group
Switzerland
$13.1M
4
RSWM
4
Robertson Stephens Wealth Management
California
$1.88M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.76M
2
OMC
2
Old Mission Capital
Illinois
$0
3
EWA
3
EP Wealth Advisors
California
$0
4
OCM
4
One Capital Management
California
$0
5
Wells Fargo
5
Wells Fargo
California
$4.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.58M -$9.61K -323 -0.6%
WWA
27
WCG Wealth Advisors
Nevada
$1.51M +$61.3K +2,062 +4%
KOC
28
Koss-Olinger Consulting
Florida
$1.4M -$22.8K -767 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.36M +$632K +21,246 +87%
BWM
30
Baystate Wealth Management
Massachusetts
$1.13M +$140K +4,720 +14%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.04M +$205K +6,882 +24%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.03M +$474K +15,938 +86%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$958K +$113K +3,799 +13%
CI
34
CX Institutional
Indiana
$940K +$334K +11,226 +55%
WT
35
Whittier Trust
California
$893K -$97K -3,262 -10%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$841K – – –
NYLIM
37
New York Life Investment Management
New York
$832K +$127K +4,271 +18%
CWP
38
Concord Wealth Partners
Virginia
$784K +$21.9K +737 +3%
WP
39
WealthShield Partners
North Carolina
$767K +$32.1K +1,078 +4%
SFS
40
Sowell Financial Services
Arkansas
$731K +$731K +24,558 New
CA
41
Carson Advisory
Georgia
$704K -$29.8K -1,000 -4%
NA
42
NewEdge Advisors
Louisiana
$675K +$433K +15,483 +179%
CTC
43
Central Trust Company
Missouri
$671K +$73.8K +2,481 +12%
ASN
44
Advisory Services Network
Georgia
$667K -$152K -5,122 -19%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$652K +$339K +11,410 +109%
APP
46
Avantax Planning Partners
Iowa
$635K +$32.4K +1,089 +5%
BWM
47
BerganKDV Wealth Management
Minnesota
$627K -$79.5K -2,672 -11%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$608K -$5.68K -191 -0.9%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$595K +$134K +4,497 +29%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$564K +$9.7K +326 +2%
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