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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

126 hedge funds and large institutions have $286M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
53
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$17.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.9M
3
AWP
3
Abacus Wealth Partners
California
$31.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.41M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.03M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$44.1M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
Lido Advisors
3
Lido Advisors
California
$1.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.8M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
26
Lido Advisors
California
$1.17M 33,708 -45,839 -58%
OWM
27
Opes Wealth Management
California
$1.05M 30,130 -1,125 -4%
WP
28
WealthShield Partners
North Carolina
$1.03M 29,546 +5,096 +21%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$1.03M 29,472 +3,042 +12%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.01M 29,074 +1,571 +6%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$984K 28,280 – –
HWA
32
Heritage Wealth Advisors
Virginia
$941K 27,038 -148 -0.5%
Mariner
33
Mariner
Kansas
$909K 26,120 -222 -0.8%
CAM
34
Cresset Asset Management
Illinois
$865K 24,840 +1,757 +8%
RWP
35
Revolve Wealth Partners
New Jersey
$845K 24,282 +226 +0.9%
RFA
36
RTD Financial Advisors
Pennsylvania
$795K 22,845 +172 +0.8%
Osaic Holdings
37
Osaic Holdings
Arizona
$788K 22,643 +2,272 +11%
AA
38
Addison Advisors
Vermont
$748K 21,502 +535 +3%
NA
39
NewEdge Advisors
Louisiana
$739K 21,228 +776 +4%
PFBT
40
Parkside Financial Bank & Trust
Missouri
$687K 19,725 +254 +1%
CA
41
Carson Advisory
Georgia
$678K 19,470 -100 -0.5%
RW
42
RVW Wealth
California
$661K 18,994 +117 +0.6%
P
43
&Partners
Tennessee
$652K 18,604 +11,468 +161%
CCM
44
Coldstream Capital Management
Washington
$627K 18,007 -58 -0.3%
FWM
45
Fingerlakes Wealth Management
New York
$620K 17,813 -1,128 -6%
Stifel Financial
46
Stifel Financial
Missouri
$595K 17,085 -261 -2%
CB
47
Commerce Bank
Missouri
$592K 17,020 -1,600 -9%
CTC
48
Central Trust Company
Missouri
$519K 14,912 +108 +0.7%
NCM
49
Neumann Capital Management
California
$509K 14,610 -200 -1%
SAG
50
SageView Advisory Group
California
$505K 14,500 +14,500 New
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