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Nuveen ESG Mid-Cap Value ETF

105 hedge funds and large institutions have $270M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
44
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TF
1
TIAA FSB
Florida
$73.2M 2,471,473 -165,160 -6%
Morgan Stanley
2
Morgan Stanley
New York
$36.1M 1,218,018 +494,766 +68%
AWP
3
Abacus Wealth Partners
California
$23.4M 790,607 +93,852 +13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.5M 557,165 +2,914 +0.5%
UBS Group
5
UBS Group
Switzerland
$10.8M 364,742 +15,693 +4%
LPL Financial
6
LPL Financial
California
$9.79M 330,285 +13,335 +4%
RJA
7
Raymond James & Associates
Florida
$8.15M 275,089 +49,945 +22%
Bank of America
8
Bank of America
North Carolina
$7.07M 238,556 +7,082 +3%
EWM
9
Empirical Wealth Management
Washington
$6.9M 232,751 +29,405 +14%
Wells Fargo
10
Wells Fargo
California
$5.05M 170,589 -2,952 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.03M 136,128 +9,087 +7%
Creative Planning
12
Creative Planning
Kansas
$3.44M 116,063 -520 -0.4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.25M 109,621 -17,532 -14%
WI
14
WrapManager Inc
California
$3.18M 107,228 +5,575 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.15M 106,224 +11,749 +12%
RCG
16
Regatta Capital Group
California
$2.94M 99,056 +33,983 +52%
FT
17
Fiduciary Trust
Massachusetts
$2.87M 96,755 -294 -0.3%
Lido Advisors
18
Lido Advisors
California
$2.75M 92,916 +14,286 +18%
DAS
19
Dynamic Advisor Solutions
Arizona
$2.7M 91,263 +18,075 +25%
MIS
20
Morningstar Investment Services
Illinois
$2.47M 84,261 +3,437 +4%
BPA
21
Beacon Pointe Advisors
California
$1.9M 64,031 +5,066 +9%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.77M 59,755 -981 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.77M 59,736 +5,430 +10%
KOC
24
Koss-Olinger Consulting
Florida
$1.49M 50,120 +2,706 +6%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.32M 44,950 -43,881 -49%