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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

115 hedge funds and large institutions have $317M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 3 closing their positions.

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
41
Reduced
42
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.2M
2
IWA
2
Invera Wealth Advisors
Oregon
$1.99M
3
MIS
3
Morningstar Investment Services
Illinois
$4.44M
4
RJA
4
Raymond James & Associates
Florida
$11.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$66.6M
2
WI
2
WrapManager Inc
California
$0
3
Wells Fargo
3
Wells Fargo
California
$4.11M
4
UBS Group
4
UBS Group
Switzerland
$9.13M
5
LPL Financial
5
LPL Financial
California
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.28M 40,673 -19,885 -33%
Citadel Advisors
27
Citadel Advisors
Florida
$1.2M 38,190 +38,190 New
WWA
28
WCG Wealth Advisors
Nevada
$1.13M 35,891 -1,007 -3%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.08M 34,148 -13,787 -29%
OWM
30
Opes Wealth Management
California
$945K 29,950 +190 +0.6%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$899K 28,488 -12,115 -30%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$892K 28,280 – –
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$876K 27,780 +1,600 +6%
SFS
34
Sowell Financial Services
Arkansas
$820K 25,998 +510 +2%
HWA
35
Heritage Wealth Advisors
Virginia
$816K 25,864 +1,029 +4%
CAM
36
Cresset Asset Management
Illinois
$803K 25,450 +12,916 +103%
WP
37
WealthShield Partners
North Carolina
$772K 24,476 -4,665 -16%
NA
38
NewEdge Advisors
Louisiana
$691K 22,300 +2,942 +15%
CA
39
Carson Advisory
Georgia
$677K 21,470 -1,700 -7%
PFBT
40
Parkside Financial Bank & Trust
Missouri
$652K 20,672 +2,843 +16%
CB
41
Commerce Bank
Missouri
$642K 20,340 -785 -4%
APP
42
Avantax Planning Partners
Iowa
$640K 20,282 -108 -0.5%
RW
43
RVW Wealth
California
$601K 19,051 +66 +0.3%
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
$573K 18,162 -31 -0.2%
CCM
45
Coldstream Capital Management
Washington
$570K 18,065 – –
RWP
46
Revolve Wealth Partners
New Jersey
$561K 17,798 +5,881 +49%
Stifel Financial
47
Stifel Financial
Missouri
$545K 17,282 -199 -1%
FWM
48
Fingerlakes Wealth Management
New York
$543K 17,217 -494 -3%
HighTower Advisors
49
HighTower Advisors
Illinois
$515K 16,259 -3,080 -16%
AA
50
Addison Advisors
Vermont
$489K 15,512 -380 -2%
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