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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

116 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
39
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$9.84M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$6.1M
3
Bank of America
3
Bank of America
North Carolina
$10.9M
4
RJA
4
Raymond James & Associates
Florida
$15.5M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.41M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$240K
5
APP
5
Avantax Planning Partners
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$452K 12,256 +1,168 +11%
PAG
52
Private Advisor Group
New Jersey
$448K 12,158 -369 -3%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$440K 12,037 – –
EPW
54
Evergreen Private Wealth
Colorado
$426K 11,569 +77 +0.7%
SIM
55
Stratos Investment Management
Ohio
$422K 11,450 – –
SB
56
Simmons Bank
Arkansas
$418K 11,347 – –
FTWA
57
Fifth Third Wealth Advisors
Ohio
$395K 10,720 – –
LA
58
LexAurum Advisors
Kansas
$393K 10,655 +10,655 New
Natixis Advisors
59
Natixis Advisors
Massachusetts
$388K 10,534 +10,534 New
TC
60
Trust Company
Kansas
$366K 9,930 +466 +5%
FWP
61
Falcon Wealth Planning
California
$362K 9,828 +486 +5%
PWMG
62
Private Wealth Management Group
New Jersey
$355K 9,646 +733 +8%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$333K 9,027 +2,706 +43%
ECM
64
Evergreen Capital Management
Washington
$330K 8,964 -250 -3%
VC
65
Vicus Capital
Pennsylvania
$326K 8,860 +6 +0.1%
Franklin Resources
66
Franklin Resources
California
$323K 8,750 – –
SWA
67
Stratos Wealth Advisors
Ohio
$307K 8,346 – –
BFA
68
Bragg Financial Advisors
North Carolina
$304K 8,263 -204 -2%
SHF
69
Stage Harbor Financial
Massachusetts
$287K 7,844 -229 -3%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$284K 7,706 -69 -0.9%
AWM
71
Avior Wealth Management
Nebraska
$280K 7,599 -647 -8%
Focus Partners Wealth
72
Focus Partners Wealth
Massachusetts
$268K 7,263 +7,263 New
SPIA
73
Steward Partners Investment Advisory
New York
$267K 7,245 +4,941 +214%
P
74
&Partners
Tennessee
$263K 7,136 +7,136 New
CI
75
CX Institutional
Indiana
$247K 6,712 -17 -0.3%
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