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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

115 hedge funds and large institutions have $281M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
40
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$1.33M
2
Lido Advisors
2
Lido Advisors
California
$2.91M
3
RJA
3
Raymond James & Associates
Florida
$13.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.58M
5
ITB
5
Idaho Trust Bank
Idaho
$642K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$53.9M
3
MIS
3
Morningstar Investment Services
Illinois
$1.75M
4
RCG
4
Regatta Capital Group
California
$1.58M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$588K 17,197 -5,103 -23%
AWM
52
Avior Wealth Management
Nebraska
$579K 16,931 +1,420 +9%
TRCT
53
Tower Research Capital (TRC)
New York
$553K 16,156 +2,460 +18%
RIS
54
Retirement Income Solutions
Michigan
$528K 15,451 – –
CTC
55
Central Trust Company
Missouri
$500K 14,628 +457 +3%
NCM
56
Neumann Capital Management
California
$491K 14,360 +700 +5%
Mariner
57
Mariner
Kansas
$458K 13,379 +13,379 New
WT
58
Whittier Trust
California
$432K 12,633 – –
PAG
59
Private Advisor Group
New Jersey
$419K 12,260 -274 -2%
RFA
60
RTD Financial Advisors
Pennsylvania
$415K 12,140 -323 -3%
EPW
61
Evergreen Private Wealth
Colorado
$394K 11,514 +636 +6%
SIM
62
Stratos Investment Management
Ohio
$392K 11,450 – –
WA
63
Westfuller Advisors
New York
$390K 11,393 +11,393 New
SB
64
Simmons Bank
Arkansas
$388K 11,347 – –
FTWA
65
Fifth Third Wealth Advisors
Ohio
$367K 10,720 +10,720 New
TC
66
Trust Company
Kansas
$341K 9,957 -231 -2%
FWP
67
Falcon Wealth Planning
California
$313K 9,150 +965 +12%
ECM
68
Evergreen Capital Management
Washington
$313K 9,144 -690 -7%
SHF
69
Stage Harbor Financial
Massachusetts
$307K 8,971 – –
Franklin Resources
70
Franklin Resources
California
$299K 8,750 – –
HighTower Advisors
71
HighTower Advisors
Illinois
$299K 8,793 -7,466 -46%
CWP
72
Concord Wealth Partners
Virginia
$298K 8,706 -1,414 -14%
BFA
73
Bragg Financial Advisors
North Carolina
$295K 8,624 +147 +2%
PWMG
74
Private Wealth Management Group
New Jersey
$286K 8,352 -118 -1%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$285K 8,346 – –
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