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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

58 hedge funds and large institutions have $154M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
24
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.58M
2
RCS
2
Retirement Capital Strategies
California
$1.42M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.4M
4
TF
4
TIAA FSB
Florida
$87.8M
5
UBS Group
5
UBS Group
Switzerland
$7.71M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
CWP
3
Concord Wealth Partners
Virginia
$2.31M
4
WI
4
WrapManager Inc
California
$3.65M
5
LPL Financial
5
LPL Financial
California
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$87.8M 2,550,915 +25,073 +1%
AWP
2
Abacus Wealth Partners
California
$10.8M 312,339 +15,363 +5%
UBS Group
3
UBS Group
Switzerland
$7.71M 224,120 +19,193 +9%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.78M 109,816 +16,752 +18%
WI
5
WrapManager Inc
California
$3.65M 106,023 -10,484 -9%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
– – – –
EWM
7
Empirical Wealth Management
Washington
$2.9M 84,167 +8,529 +11%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.87M 83,320 +12,604 +18%
Creative Planning
9
Creative Planning
Kansas
$2.82M 82,031 – –
CWP
10
Concord Wealth Partners
Virginia
$2.31M 67,094 -11,942 -15%
FT
11
Fiduciary Trust
Massachusetts
$2.22M 64,617 – –
BWM
12
Baystate Wealth Management
Massachusetts
$1.58M 46,025 +3,621 +9%
Morgan Stanley
13
Morgan Stanley
New York
$1.58M 45,984 +44,297 +2,626%
RCS
14
Retirement Capital Strategies
California
$1.42M 41,363 +41,363 New
HighTower Advisors
15
HighTower Advisors
Illinois
$1.4M 40,744 +26,934 +195%
WT
16
Whittier Trust
California
$1.21M 35,282 +18,706 +113%
Bank of America
17
Bank of America
North Carolina
$1.13M 32,932 +5,736 +21%
LPL Financial
18
LPL Financial
California
$1.12M 32,524 -10,258 -24%
RW
19
RVW Wealth
California
$1M 11,351 +2,030 +22%
EWA
20
EP Wealth Advisors
California
$903K 26,235 +9,065 +53%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$825K 23,956 +16,064 +204%
CTC
22
Central Trust Company
Missouri
$816K 23,719 +7,756 +49%
APP
23
Avantax Planning Partners
Iowa
$801K 23,263 -1,881 -7%
BPA
24
Beacon Pointe Advisors
California
$798K 23,225 +4,719 +25%
TRCT
25
Tower Research Capital (TRC)
New York
$765K 22,214 -628 -3%
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