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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

99 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
48
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$5.6M
2
AWP
2
Abacus Wealth Partners
California
$16.2M
3
LPL Financial
3
LPL Financial
California
$7.05M
4
Lido Advisors
4
Lido Advisors
California
$2.29M
5
Wells Fargo
5
Wells Fargo
California
$4.84M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.55M
2
Bank of America
2
Bank of America
North Carolina
$5.46M
3
RWP
3
RWA Wealth Partners
Massachusetts
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$74.7M 2,630,397 +17,348 +0.7%
Morgan Stanley
2
Morgan Stanley
New York
$21.1M 742,972 +38,058 +5%
AWP
3
Abacus Wealth Partners
California
$16.2M 569,602 +51,066 +10%
UBS Group
4
UBS Group
Switzerland
$10.7M 377,104 +32,279 +9%
LPL Financial
5
LPL Financial
California
$7.05M 248,243 +48,345 +24%
RJA
6
Raymond James & Associates
Florida
$5.6M 197,169 +78,141 +66%
Bank of America
7
Bank of America
North Carolina
$5.46M 192,375 -56,099 -23%
EWM
8
Empirical Wealth Management
Washington
$4.93M 173,732 +18,982 +12%
Wells Fargo
9
Wells Fargo
California
$4.84M 170,547 +40,342 +31%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.55M 125,109 -66,019 -35%
Creative Planning
11
Creative Planning
Kansas
$3.15M 110,939 +555 +0.5%
WI
12
WrapManager Inc
California
$3.11M 109,649 -1,800 -2%
LWP
13
Laurel Wealth Planning
Minnesota
$2.93M 103,192 +21,320 +26%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$2.8M 98,011 +3,085 +3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.79M 98,184 +1,907 +2%
FT
16
Fiduciary Trust
Massachusetts
$2.7M 95,244 +555 +0.6%
MIS
17
Morningstar Investment Services
Illinois
$2.41M 78,648 +1,791 +2%
Lido Advisors
18
Lido Advisors
California
$2.29M 80,536 +40,603 +102%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.24M 78,894 -14,793 -16%
DAS
20
Dynamic Advisor Solutions
Arizona
$1.9M 67,082 +21,649 +48%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.52M 53,501 +15,670 +41%
WWA
22
WCG Wealth Advisors
Nevada
$1.48M 48,750 -2,938 -6%
KOC
23
Koss-Olinger Consulting
Florida
$1.36M 47,834 +1,262 +3%
RCG
24
Regatta Capital Group
California
$1.27M 41,557 -125 -0.3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.09M 38,250 -2,431 -6%
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