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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

97 hedge funds and large institutions have $223M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
49
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$3.65M
2
UBS Group
2
UBS Group
Switzerland
$10.6M
3
WWA
3
WCG Wealth Advisors
Nevada
$1.58M
4
Bank of America
4
Bank of America
North Carolina
$7.61M
5
Morgan Stanley
5
Morgan Stanley
New York
$21.6M

Top Sellers

1
TF
1
TIAA FSB
Florida
$80M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$581K
3
OMC
3
Old Mission Capital
Illinois
$277K
4
EWM
4
Empirical Wealth Management
Washington
$4.74M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$80M 2,613,049 -163,273 -6%
Morgan Stanley
2
Morgan Stanley
New York
$21.6M 704,914 +39,834 +6%
AWP
3
Abacus Wealth Partners
California
$15.9M 518,536 +32,882 +7%
UBS Group
4
UBS Group
Switzerland
$10.6M 344,825 +61,570 +22%
Bank of America
5
Bank of America
North Carolina
$7.61M 248,474 +45,512 +22%
LPL Financial
6
LPL Financial
California
$6.12M 199,898 +21,517 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.85M 191,128 +33,441 +21%
EWM
8
Empirical Wealth Management
Washington
$4.74M 154,750 -17,267 -10%
Wells Fargo
9
Wells Fargo
California
$3.99M 130,205 +23,897 +22%
RJA
10
Raymond James & Associates
Florida
$3.65M 119,028 +105,643 +789%
WI
11
WrapManager Inc
California
$3.41M 111,449 -4,820 -4%
Creative Planning
12
Creative Planning
Kansas
$3.38M 110,384 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.95M 96,277 +2,363 +3%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$2.91M 94,926 +925 +1%
FT
15
Fiduciary Trust
Massachusetts
$2.9M 94,689 – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.87M 93,687 +20,286 +28%
LWP
17
Laurel Wealth Planning
Minnesota
$2.51M 81,872 +21,426 +35%
MIS
18
Morningstar Investment Services
Illinois
$2.38M 76,857 +13,353 +21%
WWA
19
WCG Wealth Advisors
Nevada
$1.58M 51,688 +51,688 New
KOC
20
Koss-Olinger Consulting
Florida
$1.43M 46,572 +10,427 +29%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.39M 45,433 +1,688 +4%
RCG
22
Regatta Capital Group
California
$1.28M 41,682 +2,749 +7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.25M 40,681 +13,520 +50%
Lido Advisors
24
Lido Advisors
California
$1.22M 39,933 +618 +2%
RWP
25
RWA Wealth Partners
Massachusetts
$1.2M 39,244 +39,244 New
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