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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

107 hedge funds and large institutions have $251M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
58
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.7M
2
PWA
2
Phoenix Wealth Advisors
North Carolina
$2.95M
3
UBS Group
3
UBS Group
Switzerland
$13.1M
4
RSWM
4
Robertson Stephens Wealth Management
California
$1.88M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.76M
2
OMC
2
Old Mission Capital
Illinois
$0
3
EWA
3
EP Wealth Advisors
California
$0
4
OCM
4
One Capital Management
California
$0
5
Wells Fargo
5
Wells Fargo
California
$4.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$78.2M 2,629,889 -508 -0%
Morgan Stanley
2
Morgan Stanley
New York
$23.5M 791,198 +48,226 +6%
AWP
3
Abacus Wealth Partners
California
$18.1M 609,958 +40,356 +7%
UBS Group
4
UBS Group
Switzerland
$13.1M 441,028 +63,924 +17%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.7M 394,752 +356,502 +932%
LPL Financial
6
LPL Financial
California
$8.51M 286,088 +37,845 +15%
Bank of America
7
Bank of America
North Carolina
$6.9M 231,879 +39,504 +21%
RJA
8
Raymond James & Associates
Florida
$5.8M 194,851 -2,318 -1%
EWM
9
Empirical Wealth Management
Washington
$5.62M 188,825 +15,093 +9%
Wells Fargo
10
Wells Fargo
California
$4.5M 151,231 -19,316 -11%
LWP
11
Laurel Wealth Planning
Minnesota
$3.79M 127,245 +24,053 +23%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.47M 116,785 +18,601 +19%
Creative Planning
13
Creative Planning
Kansas
$3.37M 113,161 +2,222 +2%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$3.2M 106,933 +8,922 +9%
WI
15
WrapManager Inc
California
$3.12M 104,828 -4,821 -4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$3.08M 103,461 +24,567 +31%
PWA
17
Phoenix Wealth Advisors
North Carolina
$2.95M 99,248 +99,248 New
FT
18
Fiduciary Trust
Massachusetts
$2.83M 95,244 – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.76M 92,898 -32,211 -26%
MIS
20
Morningstar Investment Services
Illinois
$2.43M 80,543 +1,895 +2%
DAS
21
Dynamic Advisor Solutions
Arizona
$2.1M 70,520 +3,438 +5%
RCG
22
Regatta Capital Group
California
$1.94M 65,073 +23,516 +57%
Lido Advisors
23
Lido Advisors
California
$1.9M 63,860 -16,676 -21%
RSWM
24
Robertson Stephens Wealth Management
California
$1.88M 63,280 +63,280 New
BPA
25
Beacon Pointe Advisors
California
$1.59M 53,343 +25,987 +95%
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