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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

126 hedge funds and large institutions have $300M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-3
Holders Change %
-2.33%
% 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
7
Increased
40
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.4M
2
Morgan Stanley
Morgan Stanley
New York
+$1.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$977K
4
Raymond James Financial
Raymond James Financial
Florida
+$736K
5
LPL Financial
LPL Financial
California
+$562K

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$7.72M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.53M
3
AWP
Abacus Wealth Partners
California
-$1.04M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$725K
5
Lido Advisors
Lido Advisors
California
-$629K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$114K +3,157 +12%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$1.04M -$51.1K -1,417 -5%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.02M – – –
RWP
29
Revolve Wealth Partners
New Jersey
$991K +$19.6K +545 +2%
CAM
30
Cresset Asset Management
Illinois
$958K +$31.5K +873 +3%
Mariner
31
Mariner
Kansas
$942K – – –
HWA
32
Heritage Wealth Advisors
Virginia
$925K -$50.4K -1,398 -5%
RFA
33
RTD Financial Advisors
Pennsylvania
$895K -$37.1K -1,030 -4%
WP
34
WealthShield Partners
North Carolina
$808K -$281K -7,796 -26%
NA
35
NewEdge Advisors
Louisiana
$722K +$69.2K +1,919 +11%
AA
36
Addison Advisors
Vermont
$688K -$25.8K -715 -4%
CA
37
Carson Advisory
Georgia
$684K – – –
PFBT
38
Parkside Financial Bank & Trust
Missouri
$684K – – –
FWM
39
Fingerlakes Wealth Management
New York
$665K +$10.8K +300 +2%
CCM
40
Coldstream Capital Management
Washington
$649K – – –
RW
41
RVW Wealth
California
$648K -$10.2K -283 -2%
P
42
&Partners
Tennessee
$633K – – –
Stifel Financial
43
Stifel Financial
Missouri
$630K +$13.6K +378 +2%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$571K +$95K +2,635 +20%
NCM
45
Neumann Capital Management
California
$561K – – –
CB
46
Commerce Bank
Missouri
$542K -$68.7K -1,905 -11%
SAG
47
SageView Advisory Group
California
$540K – – –
Corient Private Wealth
48
Corient Private Wealth
Florida
$534K +$290K +8,048 +119%
TRCT
49
Tower Research Capital (TRC)
New York
$523K +$377K +10,457 +258%
Osaic Holdings
50
Osaic Holdings
Arizona
$502K -$174K -4,995 -26%
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