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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

99 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
48
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$5.6M
2
AWP
2
Abacus Wealth Partners
California
$16.2M
3
LPL Financial
3
LPL Financial
California
$7.05M
4
Lido Advisors
4
Lido Advisors
California
$2.29M
5
Wells Fargo
5
Wells Fargo
California
$4.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.55M
2
Bank of America
2
Bank of America
North Carolina
$5.46M
3
RWP
3
RWA Wealth Partners
Massachusetts
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
51
Commerce Bank
Missouri
$499K 17,554 -1,325 -7%
AIP
52
Ameritas Investment Partners
Nebraska
$486K 17,158 +290 +2%
CAMV
53
Concord Asset Management (Virginia)
Virginia
$486K 17,123 +1,645 +11%
QFA
54
Quantum Financial Advisors
California
$480K 16,918 +1,276 +8%
RIS
55
Retirement Income Solutions
Michigan
$464K 16,241 – –
OWM
56
Opes Wealth Management
California
$444K 15,655 +2,765 +21%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$440K 15,496 +6,582 +74%
HGWM
58
Harvest Group Wealth Management
Massachusetts
$428K 14,599 +57 +0.4%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$368K 12,967 +12,967 New
RW
60
RVW Wealth
California
$360K 12,689 +4 +0%
RFA
61
RTD Financial Advisors
Pennsylvania
$359K 12,652 -1,076 -8%
AA
62
Addison Advisors
Vermont
$321K 11,322 +1,395 +14%
SIM
63
Stratos Investment Management
Ohio
$300K 10,583 – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$299K 10,504 +2,870 +38%
FWM
65
Fingerlakes Wealth Management
New York
$298K 10,514 +1,640 +18%
HWA
66
Heritage Wealth Advisors
Virginia
$297K 10,463 +4,864 +87%
APA
67
American Portfolios Advisors
New York
$288K 10,142 -3,060 -23%
AWM
68
Avior Wealth Management
Nebraska
$279K 9,843 +9,843 New
ECM
69
Evergreen Capital Management
Washington
$274K 9,639 +500 +5%
IA
70
IFP Advisors
Florida
$266K 9,602 +8 +0.1%
KeyBank National Association
71
KeyBank National Association
Ohio
$264K 9,309 -2,371 -20%
TC
72
Trust Company
Kansas
$259K 9,115 +218 +2%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$257K 9,060 +139 +2%
NCM
74
Neumann Capital Management
California
$252K 8,880 -1,800 -17%
UB
75
UMB Bank
Missouri
$247K 8,700 +54 +0.6%
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