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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

115 hedge funds and large institutions have $265M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 8 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
12
Increased
40
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CNBT
1
Canandaigua National Bank & Trust
New York
$2.03M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.7M
3
LPL Financial
3
LPL Financial
California
$12M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.03M
5
BPA
5
Beacon Pointe Advisors
California
$4.87M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$159K
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$46.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.3M
4
UBS Group
4
UBS Group
Switzerland
$8.69M
5
ITB
5
Idaho Trust Bank
Idaho
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
26
Regatta Capital Group
California
$1.36M -$172K -5,217 -11%
WWA
27
WCG Wealth Advisors
Nevada
$1.32M +$142K +4,292 +12%
SFS
28
Sowell Financial Services
Arkansas
$1.16M +$116K +3,514 +11%
OWM
29
Opes Wealth Management
California
$999K +$43.4K +1,315 +5%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$944K +$4.39K +133 +0.5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$935K -$317K -9,586 -25%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$934K – – –
HWA
33
Heritage Wealth Advisors
Virginia
$894K +$991 +30 +0.1%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$859K -$75.7K -2,291 -8%
Osaic Holdings
35
Osaic Holdings
Arizona
$855K -$297K -8,987 -26%
CAM
36
Cresset Asset Management
Illinois
$840K +$28.6K +865 +4%
WP
37
WealthShield Partners
North Carolina
$819K +$9.71K +294 +1%
RWP
38
Revolve Wealth Partners
New Jersey
$744K +$94.2K +2,853 +15%
PFBT
39
Parkside Financial Bank & Trust
Missouri
$683K – – –
CB
40
Commerce Bank
Missouri
$669K – – –
Citadel Advisors
41
Citadel Advisors
Florida
$668K +$668K +20,211 New
APP
42
Avantax Planning Partners
Iowa
$660K -$12.1K -367 -2%
AA
43
Addison Advisors
Vermont
$658K +$46.1K +1,395 +8%
CA
44
Carson Advisory
Georgia
$646K -$16.5K -500 -2%
Mariner
45
Mariner
Kansas
$644K +$202K +6,107 +46%
FWM
46
Fingerlakes Wealth Management
New York
$627K +$6.94K +210 +1%
RW
47
RVW Wealth
California
$623K +$1.06K +32 +0.2%
CCM
48
Coldstream Capital Management
Washington
$597K – – –
Stifel Financial
49
Stifel Financial
Missouri
$574K +$3.3K +100 +0.6%
NA
50
NewEdge Advisors
Louisiana
$562K -$6.18K -187 -1%
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