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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

129 hedge funds and large institutions have $291M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
38
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49M
2
LPL Financial
LPL Financial
California
$18.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$13.9M
4
Raymond James Financial
Raymond James Financial
Florida
$17.7M
5
AWP
Abacus Wealth Partners
California
$31.9M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.04M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$41.7M
3
DAS
Dynamic Advisor Solutions
Arizona
$1.79M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$504K
5
BPA
Beacon Pointe Advisors
California
$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthShield Partners
North Carolina
$1.03M +$23.2K +677 +2%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.03M +$22.5K +658 +2%
Lido Advisors
28
Lido Advisors
California
$999K -$154K -4,499 -13%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$967K – – –
HWA
30
Heritage Wealth Advisors
Virginia
$925K +$274 +8 +0%
RWP
31
Revolve Wealth Partners
New Jersey
$922K +$90.9K +2,658 +11%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$894K -$100K -2,933 -10%
Mariner
33
Mariner
Kansas
$894K – – –
RFA
34
RTD Financial Advisors
Pennsylvania
$885K +$103K +3,010 +13%
CAM
35
Cresset Asset Management
Illinois
$880K +$29.8K +870 +4%
AA
36
Addison Advisors
Vermont
$678K -$57.8K -1,690 -8%
Osaic Holdings
37
Osaic Holdings
Arizona
$663K -$112K -3,264 -14%
CA
38
Carson Advisory
Georgia
$649K -$17.1K -500 -3%
PFBT
39
Parkside Financial Bank & Trust
Missouri
$649K -$26.1K -763 -4%
RW
40
RVW Wealth
California
$624K -$25.6K -747 -4%
FWM
41
Fingerlakes Wealth Management
New York
$621K +$11.1K +325 +2%
NA
42
NewEdge Advisors
Louisiana
$620K -$106K -3,107 -15%
CCM
43
Coldstream Capital Management
Washington
$616K – – –
P
44
&Partners
Tennessee
$596K -$35.2K -1,038 -6%
Stifel Financial
45
Stifel Financial
Missouri
$585K +$342 +10 +0.1%
CB
46
Commerce Bank
Missouri
$579K -$2.91K -85 -0.5%
NCM
47
Neumann Capital Management
California
$532K +$32.5K +950 +7%
CTC
48
Central Trust Company
Missouri
$522K +$12.3K +359 +2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$504K -$885K -25,881 -64%
SAG
50
SageView Advisory Group
California
$496K – – –
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