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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

107 hedge funds and large institutions have $251M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
58
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.7M
2
PWA
2
Phoenix Wealth Advisors
North Carolina
$2.95M
3
UBS Group
3
UBS Group
Switzerland
$13.1M
4
RSWM
4
Robertson Stephens Wealth Management
California
$1.88M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.76M
2
OMC
2
Old Mission Capital
Illinois
$0
3
EWA
3
EP Wealth Advisors
California
$0
4
OCM
4
One Capital Management
California
$0
5
Wells Fargo
5
Wells Fargo
California
$4.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Simmons Bank
Arkansas
$561K – – –
HighTower Advisors
52
HighTower Advisors
Illinois
$557K +$28.6K +962 +5%
CCM
53
Coldstream Capital Management
Washington
$537K +$537K +18,065 New
RIS
54
Retirement Income Solutions
Michigan
$513K +$29.8K +1,003 +6%
CAMV
55
Concord Asset Management (Virginia)
Virginia
$512K +$2.41K +81 +0.5%
CB
56
Commerce Bank
Missouri
$502K -$20.7K -695 -4%
OWM
57
Opes Wealth Management
California
$469K +$2.98K +100 +0.6%
HGWM
58
Harvest Group Wealth Management
Massachusetts
$435K +$476 +16 +0.1%
Citadel Advisors
59
Citadel Advisors
Florida
$386K +$386K +12,982 New
RFA
60
RTD Financial Advisors
Pennsylvania
$382K +$5.62K +189 +1%
RW
61
RVW Wealth
California
$378K +$535 +18 +0.1%
FWM
62
Fingerlakes Wealth Management
New York
$368K +$55.4K +1,862 +18%
AWM
63
Avior Wealth Management
Nebraska
$364K +$71.6K +2,407 +24%
SIM
64
Stratos Investment Management
Ohio
$333K +$18.4K +617 +6%
IAG
65
Ipsen Advisor Group
Arkansas
$327K +$327K +10,998 New
NCM
66
Neumann Capital Management
California
$327K +$62.5K +2,100 +24%
AA
67
Addison Advisors
Vermont
$321K -$15.5K -520 -5%
HWA
68
Heritage Wealth Advisors
Virginia
$312K +$565 +19 +0.2%
IA
69
IFP Advisors
Florida
$305K +$38.8K +1,398 +15%
CAM
70
Cresset Asset Management
Illinois
$296K +$296K +9,942 New
ECM
71
Evergreen Capital Management
Washington
$295K +$8.18K +275 +3%
TC
72
Trust Company
Kansas
$285K +$13.5K +453 +5%
UB
73
UMB Bank
Missouri
$268K +$8.7K +292 +3%
Franklin Resources
74
Franklin Resources
California
$260K +$260K +8,750 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$260K -$9.89K -332 -4%
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