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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

126 hedge funds and large institutions have $286M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% 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
19
Increased
53
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$17.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.9M
3
AWP
3
Abacus Wealth Partners
California
$31.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.41M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.03M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$44.1M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
Lido Advisors
3
Lido Advisors
California
$1.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.8M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$445K 12,792 +536 +4%
WT
52
Whittier Trust
California
$440K 12,633 – –
Natixis Advisors
53
Natixis Advisors
Massachusetts
$411K 11,808 +1,274 +12%
EPW
54
Evergreen Private Wealth
Colorado
$403K 11,583 +14 +0.1%
SIM
55
Stratos Investment Management
Ohio
$399K 11,450 – –
SB
56
Simmons Bank
Arkansas
$394K 11,331 -16 -0.1%
LA
57
LexAurum Advisors
Kansas
$394K 11,326 +671 +6%
FTWA
58
Fifth Third Wealth Advisors
Ohio
$373K 10,720 – –
PAG
59
Private Advisor Group
New Jersey
$371K 10,656 -1,502 -12%
TC
60
Trust Company
Kansas
$364K 10,464 +534 +5%
VC
61
Vicus Capital
Pennsylvania
$343K 9,863 +1,003 +11%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$338K 9,704 +677 +7%
LAMNM
63
Longview Asset Management (New Mexico)
New Mexico
$332K 9,531 +9,531 New
FWP
64
Falcon Wealth Planning
California
$332K 9,525 -303 -3%
PWMG
65
Private Wealth Management Group
New Jersey
$326K 9,361 -285 -3%
ECM
66
Evergreen Capital Management
Washington
$314K 9,012 +48 +0.5%
GWS
67
Greykasell Wealth Strategies
California
$296K 8,499 +8,499 New
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$294K 8,440 +734 +10%
SWA
69
Stratos Wealth Advisors
Ohio
$291K 8,346 – –
BFA
70
Bragg Financial Advisors
North Carolina
$288K 8,263 – –
SHF
71
Stage Harbor Financial
Massachusetts
$279K 8,009 +165 +2%
AF
72
Abound Financial
California
$272K 7,817 +7,817 New
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$253K 7,263 – –
SAM
74
Synergy Asset Management
Washington
$235K 6,726 +6,726 New
EH
75
Equitable Holdings
New York
$232K 6,676 +6,676 New
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