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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

105 hedge funds and large institutions have $270M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
44
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.1M
2
AWP
2
Abacus Wealth Partners
California
$23.4M
3
RJA
3
Raymond James & Associates
Florida
$8.15M
4
RCG
4
Regatta Capital Group
California
$2.94M
5
EWM
5
Empirical Wealth Management
Washington
$6.9M

Top Sellers

1
TF
1
TIAA FSB
Florida
$73.2M
2
LWP
2
Laurel Wealth Planning
Minnesota
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$699K
4
RSWM
4
Robertson Stephens Wealth Management
California
$385K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.32M
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
51
Central Trust Company
Missouri
$547K 18,463 -138 -0.7%
CCM
52
Coldstream Capital Management
Washington
$535K 18,065 – –
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$535K 18,058 -891 -5%
RIS
54
Retirement Income Solutions
Michigan
$526K 17,751 -657 -4%
CAMV
55
Concord Asset Management (Virginia)
Virginia
$526K 17,747 +34 +0.2%
PFBT
56
Parkside Financial Bank & Trust
Missouri
$503K 16,978 +11,537 +212%
FWM
57
Fingerlakes Wealth Management
New York
$501K 16,913 +1,327 +9%
TRCT
58
Tower Research Capital (TRC)
New York
$486K 16,387 -8,121 -33%
AWM
59
Avior Wealth Management
Nebraska
$484K 16,348 +2,841 +21%
Stifel Financial
60
Stifel Financial
Missouri
$456K 15,375 -3,604 -19%
AA
61
Addison Advisors
Vermont
$423K 14,262 -85 -0.6%
CB
62
Commerce Bank
Missouri
$404K 13,635 -3,749 -22%
RSWM
63
Robertson Stephens Wealth Management
California
$385K 13,000 -50,280 -79%
NCM
64
Neumann Capital Management
California
$383K 12,930 +800 +7%
JPMPWA
65
J.P. Morgan Private Wealth Advisors
California
$377K 12,727 -7,205 -36%
CAM
66
Cresset Asset Management
Illinois
$369K 12,454 +2,512 +25%
RFA
67
RTD Financial Advisors
Pennsylvania
$357K 12,056 -630 -5%
SB
68
Simmons Bank
Arkansas
$336K 11,347 +1,494 +15%
SIM
69
Stratos Investment Management
Ohio
$332K 11,200 – –
RWP
70
Revolve Wealth Partners
New Jersey
$303K 10,226 +1,345 +15%
TC
71
Trust Company
Kansas
$296K 9,973 +602 +6%
ECM
72
Evergreen Capital Management
Washington
$277K 9,344 -10 -0.1%
FWP
73
Falcon Wealth Planning
California
$274K 9,236 +9,236 New
ASN
74
Advisory Services Network
Georgia
$271K 9,140 -22,412 -71%
EH
75
Equitable Holdings
New York
$264K 8,916 -334 -4%
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