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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

98 hedge funds and large institutions have $252M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
55
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24M
2
Bank of America
2
Bank of America
North Carolina
$7.31M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.39M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.64M
5
MIS
5
Morningstar Investment Services
Illinois
$2.33M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$815K
4
APA
4
Astoria Portfolio Advisors
New York
$0
5
Creative Planning
5
Creative Planning
Kansas
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
APA
51
American Portfolios Advisors
New York
$462K 12,822 +3,008 +31%
Jane Street
52
Jane Street
New York
$459K 12,757 +12,757 New
RW
53
RVW Wealth
California
$457K 12,685 +370 +3%
RFA
54
RTD Financial Advisors
Pennsylvania
$449K 12,470 +811 +7%
NA
55
NewEdge Advisors
Louisiana
$439K 12,193 -2,002 -14%
OWM
56
Opes Wealth Management
California
$430K 11,940 +1,810 +18%
KeyBank National Association
57
KeyBank National Association
Ohio
$421K 11,680 – –
ECM
58
Evergreen Capital Management
Washington
$406K 11,269 +1,790 +19%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$401K 11,140 +5,140 +86%
SIM
60
Stratos Investment Management
Ohio
$381K 10,583 – –
UB
61
UMB Bank
Missouri
$344K 9,550 +116 +1%
PFBT
62
Parkside Financial Bank & Trust
Missouri
$336K 9,327 +9,327 New
ASN
63
Advisory Services Network
Georgia
$334K 9,276 +9,276 New
TC
64
Trust Company
Kansas
$326K 9,065 +9,065 New
AA
65
Addison Advisors
Vermont
$319K 8,852 +625 +8%
NCM
66
Neumann Capital Management
California
$309K 8,580 +3,000 +54%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$306K 8,495 +2,724 +47%
AAS
68
Avantax Advisory Services
Texas
$297K 8,219 +959 +13%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$295K 8,181 +264 +3%
IA
70
IFP Advisors
Florida
$266K 9,594 +2,505 +35%
SFO
71
Stokes Family Office
Louisiana
$258K 7,175 – –
CWM
72
Chicago Wealth Management
Illinois
$256K 7,101 – –
LSPW
73
Lake Street Private Wealth
Illinois
$251K 6,974 – –
SPIA
74
Steward Partners Investment Advisory
New York
$233K 6,471 – –
BFA
75
Bragg Financial Advisors
North Carolina
$225K 6,248 +6,248 New
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