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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

110 hedge funds and large institutions have $250M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 4 closing their positions.

Holders
110
Holders Change
+3
Holders Change %
+2.8%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
55
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$15.9M
2
AWP
2
Abacus Wealth Partners
California
$19.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.54M
4
FTUS
4
Flow Traders U.S.
New York
$908K
5
LPL Financial
5
LPL Financial
California
$9.1M

Top Sellers

1
PWA
1
Phoenix Wealth Advisors
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$10M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.8M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$75.7M 2,636,633 +6,744 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$20.8M 723,252 -67,946 -9%
AWP
3
Abacus Wealth Partners
California
$19.8M 696,755 +86,797 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.9M 554,251 +159,499 +40%
UBS Group
5
UBS Group
Switzerland
$10M 349,049 -91,979 -21%
LPL Financial
6
LPL Financial
California
$9.1M 316,950 +30,862 +11%
Bank of America
7
Bank of America
North Carolina
$6.64M 231,474 -405 -0.2%
RJA
8
Raymond James & Associates
Florida
$6.46M 225,144 +30,293 +16%
EWM
9
Empirical Wealth Management
Washington
$5.84M 203,346 +14,521 +8%
Wells Fargo
10
Wells Fargo
California
$4.98M 173,541 +22,310 +15%
LWP
11
Laurel Wealth Planning
Minnesota
$4.14M 144,384 +17,139 +13%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.65M 127,153 +23,692 +23%
Creative Planning
13
Creative Planning
Kansas
$3.35M 116,583 +3,422 +3%
WI
14
WrapManager Inc
California
$2.92M 101,653 -3,175 -3%
FT
15
Fiduciary Trust
Massachusetts
$2.79M 97,049 +1,805 +2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.71M 94,475 +1,577 +2%
Citadel Advisors
17
Citadel Advisors
Florida
$2.54M 88,519 +75,537 +582%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$2.51M 88,831 -18,102 -17%
MIS
19
Morningstar Investment Services
Illinois
$2.28M 80,824 +281 +0.3%
Lido Advisors
20
Lido Advisors
California
$2.26M 78,630 +14,770 +23%
DAS
21
Dynamic Advisor Solutions
Arizona
$2.1M 73,188 +2,668 +4%
RCG
22
Regatta Capital Group
California
$1.94M 65,073 – –
RSWM
23
Robertson Stephens Wealth Management
California
$1.82M 63,280 – –
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.74M 60,736 +7,558 +14%
BPA
25
Beacon Pointe Advisors
California
$1.69M 58,965 +5,622 +11%
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