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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 %
CA
101
Crewe Advisors
Utah
$14.1K 411 +13 +3%
Citigroup
102
Citigroup
New York
$13K 380 -100 -21%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$13K 379 -166 -30%
BGAI
104
Bruce G. Allen Investments
Colorado
$12.7K 370 – –
AF
105
Advisornet Financial
Minnesota
$11.2K 328 -25 -7%
AGWCA
106
Annis Gardner Whiting Capital Advisors
Florida
$6.36K 186 – –
DIP
107
DT Investment Partners
Pennsylvania
$6.19K 181 +8 +5%
AF
108
Allworth Financial
California
$5.88K 172 -2 -1%
NP
109
NorthRock Partners
Minnesota
$1.88K 55 – –
GRP
110
Global Retirement Partners
California
$1.71K 50 – –
DFA
111
DHJJ Financial Advisors
Illinois
$1.19K 35 -24 -41%
IA
112
IFP Advisors
Florida
$1.04K 30 -62 -67%
NS
113
NBC Securities
Alabama
$1K 50 +5 +11%
SC
114
SouthState Corp
Florida
$684 20 +20 New
MIM
115
Macroview Investment Management
Maryland
$277 8 – –
Citadel Advisors
116
Citadel Advisors
Florida
– – -38,190 Closed
NYLIM
117
New York Life Investment Management
New York
– – -14,913 Closed
EWA
118
EP Wealth Advisors
California
– – -13,642 Closed
CFS
119
CGC Financial Services
Oregon
– – -7,333 Closed
EH
120
Equitable Holdings
New York
– – -6,966 Closed
ASN
121
Advisory Services Network
Georgia
– – -1,783 Closed
US Bancorp
122
US Bancorp
Minnesota
– – -1,428 Closed
BTI
123
Blue Trust Inc
Georgia
– – -520 Closed
CWA
124
Carolina Wealth Advisors
South Carolina
– – -36 Closed
CFGS
125
Concourse Financial Group Securities
Alabama
– – – –
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