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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 %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$40K -$34 -1 -0.1%
PS
102
Principal Securities
Iowa
$30.3K – – –
US Bancorp
103
US Bancorp
Minnesota
$30.2K – – –
PA
104
Parallel Advisors
California
$29.2K +$29.2K +853 New
UFAC
105
Urban Financial Advisory Corp
Illinois
$23.3K – – –
IWP
106
IAG Wealth Partners
Wisconsin
$21.7K – – –
MCM
107
MAI Capital Management
Ohio
$17.9K – – –
MEG
108
Millstone Evans Group
Colorado
$17.8K – – –
CIA
109
Cape Investment Advisory
Georgia
$17.1K – – –
ACA
110
Aptus Capital Advisors
Alabama
$15.9K – – –
CAM
111
Clarity Asset Management
Iowa
$13.9K – – –
CA
112
Crewe Advisors
Utah
$13.7K – – –
Citigroup
113
Citigroup
New York
$13K – – –
BGAI
114
Bruce G. Allen Investments
Colorado
$12.7K – – –
AF
115
Advisornet Financial
Minnesota
$8.86K – – –
AF
116
Allworth Financial
California
$8.53K – – –
AGWCA
117
Annis Gardner Whiting Capital Advisors
Florida
$7.77K -$4.17K -122 -35%
DIP
118
DT Investment Partners
Pennsylvania
$7.08K +$890 +26 +14%
IA
119
IFP Advisors
Florida
$3.66K +$3.66K +107 New
AWM
120
AE Wealth Management
Kansas
$3.49K -$25.7K -750 -88%
MA
121
MCF Advisors
Kentucky
$3.18K +$3.18K +93 New
EWA
122
EverSource Wealth Advisors
Alabama
$2.33K -$5.17K -151 -69%
GWSG
123
GPS Wealth Strategies Group
Colorado
$2.09K – – –
RF
124
Rossby Financial
Florida
$2.03K +$2.03K +61 New
NS
125
NBC Securities
Alabama
$2K +$2K +68 New
2 3 4
5
6