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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

98 hedge funds and large institutions have $252M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
55
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24M
2
Bank of America
2
Bank of America
North Carolina
$7.31M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.39M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.64M
5
MIS
5
Morningstar Investment Services
Illinois
$2.33M

Top Sellers

1
FAIM
1
Financial Advocates Investment Management
Washington
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$815K
4
APA
4
Astoria Portfolio Advisors
New York
$0
5
Creative Planning
5
Creative Planning
Kansas
$3.98M
Name Market Value Shares Shares
Change 		Shares
Change %
FWM
76
Fingerlakes Wealth Management
New York
$224K 6,223 +679 +12%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$219K 6,073 +5,389 +788%
SFM
78
Signet Financial Management
New Jersey
$216K 5,989 +602 +11%
EWA
79
ERTS Wealth Advisors
Michigan
$216K 5,992 +5,992 New
MFA
80
McClarren Financial Advisors
Pennsylvania
$173K 4,805 -142 -3%
Jones Financial Companies
81
Jones Financial Companies
Missouri
$140K 3,826 +2,821 +281%
RG
82
Retirement Group
California
$98K 2,709 +318 +13%
HWA
83
Heritage Wealth Advisors
Virginia
$88K 2,438 +2,124 +676%
PA
84
Parallel Advisors
California
$87K 2,375 – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$75K 2,084 – –
Bessemer Group
86
Bessemer Group
New Jersey
$63K 1,739 – –
US Bancorp
87
US Bancorp
Minnesota
$59K 1,649 +1,649 New
PCG
88
Private Capital Group
Connecticut
$51K 1,401 – –
CCM
89
Covington Capital Management
California
$19K 530 +517 +3,977%
GWM
90
Geneos Wealth Management
Colorado
$18K 500 – –
BAM
91
Baldrige Asset Management
Pennsylvania
$17K 481 – –
Citigroup
92
Citigroup
New York
$17K 480 +480 New
IWP
93
IAG Wealth Partners
Wisconsin
$15K 414 – –
AF
94
Advisornet Financial
Minnesota
$13K 358 +32 +10%
GRP
95
Global Retirement Partners
California
$8K 232 +61 +36%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$7K 188 +173 +1,153%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$2K 53 +53 New
FAIM
98
Financial Advocates Investment Management
Washington
– – -85,577 Closed
Citadel Advisors
99
Citadel Advisors
Florida
– – -16,796 Closed
APA
100
Astoria Portfolio Advisors
New York
– – -5,885 Closed
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4
5