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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

129 hedge funds and large institutions have $291M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
38
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49M
2
LPL Financial
LPL Financial
California
$18.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$13.9M
4
Raymond James Financial
Raymond James Financial
Florida
$17.7M
5
AWP
Abacus Wealth Partners
California
$31.9M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$2.04M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$41.7M
3
DAS
Dynamic Advisor Solutions
Arizona
$1.79M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$504K
5
BPA
Beacon Pointe Advisors
California
$4.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$451K +$13.7K +400 +3%
LA
52
LexAurum Advisors
Kansas
$434K +$46.4K +1,355 +12%
WT
53
Whittier Trust
California
$425K -$6.84K -200 -2%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$422K +$18.2K +533 +5%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$401K +$69.3K +2,029 +21%
EPW
56
Evergreen Private Wealth
Colorado
$396K -$239 -7 -0.1%
SIM
57
Stratos Investment Management
Ohio
$392K – – –
SB
58
Simmons Bank
Arkansas
$388K – – –
FTWA
59
Fifth Third Wealth Advisors
Ohio
$367K – – –
PAG
60
Private Advisor Group
New Jersey
$353K -$11.2K -327 -3%
TC
61
Trust Company
Kansas
$350K -$8.28K -242 -2%
VC
62
Vicus Capital
Pennsylvania
$327K -$9.92K -290 -3%
ECM
63
Evergreen Capital Management
Washington
$326K +$17.4K +509 +6%
PWMG
64
Private Wealth Management Group
New Jersey
$320K +$34 +1 +0%
FTUS
65
Flow Traders U.S.
New York
$315K +$315K +9,222 New
LAMNM
66
Longview Asset Management (New Mexico)
New Mexico
$310K -$15.9K -464 -5%
SHF
67
Stage Harbor Financial
Massachusetts
$295K +$21.3K +624 +8%
BFA
68
Bragg Financial Advisors
North Carolina
$283K – – –
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$282K +$33.9K +990 +14%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$265K -$23.8K -696 -8%
CI
71
CX Institutional
Indiana
$233K +$9.8K +286 +4%
EWA
72
ERTS Wealth Advisors
Michigan
$233K +$233K +6,800 New
VA
73
VestGen Advisors
Illinois
$232K +$232K +6,774 New
Corient Private Wealth
74
Corient Private Wealth
Florida
$232K +$232K +6,770 New
MML Investors Services
75
MML Investors Services
Massachusetts
$227K -$580 -17 -0.3%
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