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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

74 hedge funds and large institutions have $178M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+16
Holders Change %
+27.59%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
36
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$96.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$3.62M
3
AWP
3
Abacus Wealth Partners
California
$13.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.09M
5
FTUS
5
Flow Traders U.S.
New York
$1.32M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$3.48M
2
Creative Planning
2
Creative Planning
Kansas
$0
3
CWP
3
Concord Wealth Partners
Virginia
$1.51M
4
RCS
4
Retirement Capital Strategies
California
$836K
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$252K -$4.74K -130 -2%
EWA
52
ERTS Wealth Advisors
Michigan
$243K -$15.4K -423 -6%
AAS
53
Avantax Advisory Services
Texas
$222K +$222K +6,066 New
ECM
54
Evergreen Capital Management
Washington
$221K +$221K +6,082 New
SPIA
55
Steward Partners Investment Advisory
New York
$220K +$124K +3,423 +129%
RG
56
Retirement Group
California
$87K +$12.4K +341 +17%
PA
57
Parallel Advisors
California
$86K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$71K – – –
Bessemer Group
59
Bessemer Group
New Jersey
$63K – – –
SFP
60
Sterling Financial Planning
New Jersey
$53K +$21.5K +599 +68%
PCG
61
Private Capital Group
Connecticut
$51K – – –
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$38K +$35.7K +980 +1,581%
HI
63
Harbour Investments
Wisconsin
$31K -$17.5K -476 -36%
BMD
64
Better Money Decisions
New Mexico
$25K – – –
AWA
65
Arkadios Wealth Advisors
Georgia
$22K +$22K +630 New
GWM
66
Geneos Wealth Management
Colorado
$18K – – –
BAM
67
Baldrige Asset Management
Pennsylvania
$17K +$17K +481 New
IWP
68
IAG Wealth Partners
Wisconsin
$16K – – –
RBA
69
Richard Bernstein Advisors
New York
$4K +$4K +104 New
AF
70
Advisornet Financial
Minnesota
$3K +$690 +20 +30%
GRP
71
Global Retirement Partners
California
$2K +$2K +65 New
FIG
72
FundX Investment Group
California
$1.23K +$1.23K +29,806 New
Creative Planning
73
Creative Planning
Kansas
– -$2.82M -82,031 Closed
SFS
74
Sowell Financial Services
Arkansas
– -$589K -15,861 Closed
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