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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

110 hedge funds and large institutions have $250M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
55
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.9M
2
AWP
2
Abacus Wealth Partners
California
$19.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.54M
4
FTUS
4
Flow Traders U.S.
New York
$908K
5
LPL Financial
5
LPL Financial
California
$9.1M

Top Sellers

1
PWA
1
Phoenix Wealth Advisors
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$10M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.8M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
APP
51
Avantax Planning Partners
Iowa
$635K 22,113 +765 +4%
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$572K 19,932 +19,932 New
HighTower Advisors
53
HighTower Advisors
Illinois
$552K 19,176 +450 +2%
Stifel Financial
54
Stifel Financial
Missouri
$545K 18,979 +18,979 New
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$544K 18,949 – –
CTC
56
Central Trust Company
Missouri
$534K 18,601 -3,963 -18%
RIS
57
Retirement Income Solutions
Michigan
$528K 18,408 +1,164 +7%
HGWM
58
Harvest Group Wealth Management
Massachusetts
$525K 18,276 +3,661 +25%
CCM
59
Coldstream Capital Management
Washington
$518K 18,065 – –
CAMV
60
Concord Asset Management (Virginia)
Virginia
$508K 17,713 +509 +3%
CB
61
Commerce Bank
Missouri
$499K 17,384 +525 +3%
FWM
62
Fingerlakes Wealth Management
New York
$447K 15,586 +3,210 +26%
AA
63
Addison Advisors
Vermont
$412K 14,347 +3,545 +33%
RW
64
RVW Wealth
California
$402K 14,002 +1,295 +10%
AWM
65
Avior Wealth Management
Nebraska
$388K 13,507 +1,257 +10%
RFA
66
RTD Financial Advisors
Pennsylvania
$364K 12,686 -155 -1%
NCM
67
Neumann Capital Management
California
$348K 12,130 +1,150 +10%
SIM
68
Stratos Investment Management
Ohio
$321K 11,200 – –
HWA
69
Heritage Wealth Advisors
Virginia
$299K 10,432 -50 -0.5%
IA
70
IFP Advisors
Florida
$299K 10,763 -237 -2%
CAM
71
Cresset Asset Management
Illinois
$285K 9,942 – –
SB
72
Simmons Bank
Arkansas
$283K 9,853 -9,020 -48%
TC
73
Trust Company
Kansas
$269K 9,371 -197 -2%
ECM
74
Evergreen Capital Management
Washington
$268K 9,354 -560 -6%
UB
75
UMB Bank
Missouri
$267K 9,293 +301 +3%
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