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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

110 hedge funds and large institutions have $250M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
55
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.9M
2
AWP
2
Abacus Wealth Partners
California
$19.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.54M
4
FTUS
4
Flow Traders U.S.
New York
$908K
5
LPL Financial
5
LPL Financial
California
$9.1M

Top Sellers

1
PWA
1
Phoenix Wealth Advisors
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$10M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.8M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.56M 54,306 +8,500 +19%
WWA
27
WCG Wealth Advisors
Nevada
$1.45M 50,537 -275 -0.5%
KOC
28
Koss-Olinger Consulting
Florida
$1.36M 47,414 +347 +0.7%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.17M 40,741 +5,669 +16%
BWM
30
Baystate Wealth Management
Massachusetts
$1.08M 37,684 -409 -1%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$989K 34,457 +1 +0%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$962K 33,525 +1,310 +4%
NYLIM
33
New York Life Investment Management
New York
$961K 33,477 +5,508 +20%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$943K 32,852 +12,413 +61%
CI
35
CX Institutional
Indiana
$942K 32,871 +1,284 +4%
FTUS
36
Flow Traders U.S.
New York
$908K 31,643 +31,643 New
ASN
37
Advisory Services Network
Georgia
$906K 31,552 +9,137 +41%
WT
38
Whittier Trust
California
$861K 30,023 – –
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$811K 28,280 – –
BWM
40
BerganKDV Wealth Management
Minnesota
$757K 26,374 +5,283 +25%
Jane Street
41
Jane Street
New York
$741K 25,829 +25,829 New
WP
42
WealthShield Partners
North Carolina
$740K 25,775 +8 +0%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$727K 25,319 +5,326 +27%
NA
44
NewEdge Advisors
Louisiana
$726K 25,303 +1,172 +5%
CWP
45
Concord Wealth Partners
Virginia
$716K 24,947 -1,411 -5%
TRCT
46
Tower Research Capital (TRC)
New York
$703K 24,508 +17,427 +246%
CA
47
Carson Advisory
Georgia
$679K 23,670 – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$672K 23,415 +1,501 +7%
OWM
49
Opes Wealth Management
California
$644K 22,430 +6,675 +42%
PAG
50
Private Advisor Group
New Jersey
$638K 22,240 +1,835 +9%
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