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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

115 hedge funds and large institutions have $281M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
40
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$1.33M
2
Lido Advisors
2
Lido Advisors
California
$2.91M
3
RJA
3
Raymond James & Associates
Florida
$13.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.58M
5
ITB
5
Idaho Trust Bank
Idaho
$642K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$53.9M
3
MIS
3
Morningstar Investment Services
Illinois
$1.75M
4
RCG
4
Regatta Capital Group
California
$1.58M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$1.33M 38,834 +38,834 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.3M 37,907 -14,498 -28%
WWA
28
WCG Wealth Advisors
Nevada
$1.22M 35,719 -172 -0.5%
Osaic Holdings
29
Osaic Holdings
Arizona
$1.19M 34,868 +720 +2%
SFS
30
Sowell Financial Services
Arkansas
$1.08M 31,549 +5,551 +21%
OWM
31
Opes Wealth Management
California
$990K 28,940 -1,010 -3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$973K 28,442 +662 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$968K 28,298 -190 -0.7%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$967K 28,280 – –
HWA
35
Heritage Wealth Advisors
Virginia
$925K 27,034 +1,170 +5%
CAM
36
Cresset Asset Management
Illinois
$840K 24,558 -892 -4%
WP
37
WealthShield Partners
North Carolina
$838K 24,509 +33 +0.1%
PFBT
38
Parkside Financial Bank & Trust
Missouri
$707K 20,672 – –
APP
39
Avantax Planning Partners
Iowa
$696K 20,349 +67 +0.3%
CB
40
Commerce Bank
Missouri
$693K 20,250 -90 -0.4%
CA
41
Carson Advisory
Georgia
$686K 20,070 -1,400 -7%
RWP
42
Revolve Wealth Partners
New Jersey
$673K 19,675 +1,877 +11%
RW
43
RVW Wealth
California
$644K 18,829 -222 -1%
FWM
44
Fingerlakes Wealth Management
New York
$642K 18,763 +1,546 +9%
ITB
45
Idaho Trust Bank
Idaho
$642K 18,763 +18,763 New
AA
46
Addison Advisors
Vermont
$633K 18,517 +3,005 +19%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$623K 18,217 +55 +0.3%
CCM
48
Coldstream Capital Management
Washington
$618K 18,065 – –
FTUS
49
Flow Traders U.S.
New York
$611K 17,873 +17,873 New
Stifel Financial
50
Stifel Financial
Missouri
$591K 17,283 +1 +0%
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