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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

125 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
125
Holders Change
-4
Holders Change %
-3.1%
% 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
7
Increased
39
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$16.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$52.8M
3
RF
3
rebel Financial
Ohio
$1.06M
4
Raymond James Financial
4
Raymond James Financial
Florida
$19.4M
5
LPL Financial
5
LPL Financial
California
$19.7M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$36.2M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$435K
3
AWP
3
Abacus Wealth Partners
California
$32.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.44M
5
Lido Advisors
5
Lido Advisors
California
$424K
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
51
Central Trust Company
Missouri
$488K 13,550 -1,721 -11%
Citadel Advisors
52
Citadel Advisors
Florida
$485K 13,446 +13,446 New
LA
53
LexAurum Advisors
Kansas
$459K 12,721 +40 +0.3%
WT
54
Whittier Trust
California
$448K 12,433 – –
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$435K 12,057 -42,318 -78%
Lido Advisors
56
Lido Advisors
California
$424K 11,762 -17,447 -60%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$419K 11,615 -118 -1%
SIM
58
Stratos Investment Management
Ohio
$413K 11,450 – –
SB
59
Simmons Bank
Arkansas
$399K 11,066 -265 -2%
FTWA
60
Fifth Third Wealth Advisors
Ohio
$386K 10,720 – –
TC
61
Trust Company
Kansas
$351K 9,744 -478 -5%
JAA
62
Joel Adams & Associates
North Carolina
$349K 9,686 +9,686 New
EPW
63
Evergreen Private Wealth
Colorado
$349K 9,677 -1,899 -16%
VC
64
Vicus Capital
Pennsylvania
$348K 9,643 +70 +0.7%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$343K 9,522 +5,993 +170%
PWMG
66
Private Wealth Management Group
New Jersey
$342K 9,491 +129 +1%
PAG
67
Private Advisor Group
New Jersey
$336K 9,325 -1,004 -10%
ECM
68
Evergreen Capital Management
Washington
$333K 9,246 -275 -3%
MML Investors Services
69
MML Investors Services
Massachusetts
$321K 8,916 +2,266 +34%
BFA
70
Bragg Financial Advisors
North Carolina
$310K 8,611 +348 +4%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$298K 8,253 – –
Betterment LLC
72
Betterment LLC
New York
$297K 8,225 +1,680 +26%
LAMNM
73
Longview Asset Management (New Mexico)
New Mexico
$290K 8,032 -1,035 -11%
AF
74
Abound Financial
California
$285K 7,915 +1,559 +25%
ISFAN
75
Investor's Fiduciary Advisor Network
Washington
$283K 7,852 +7,852 New
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