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Nuveen ESG Mid-Cap Value ETF

101 hedge funds and large institutions have $253M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
38
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$68.1M 2,393,738 +2,393,738 New
Morgan Stanley
2
Morgan Stanley
New York
$34.3M 1,204,870 -13,148 -1%
AWP
3
Abacus Wealth Partners
California
$23.2M 816,773 +26,166 +3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M 524,243 -32,922 -6%
LPL Financial
5
LPL Financial
California
$9.83M 345,817 +15,532 +5%
UBS Group
6
UBS Group
Switzerland
$9.03M 317,546 -47,196 -13%
RJA
7
Raymond James & Associates
Florida
$8.71M 306,366 +31,277 +11%
Bank of America
8
Bank of America
North Carolina
$7.58M 266,582 +28,026 +12%
EWM
9
Empirical Wealth Management
Washington
$6.93M 243,707 +10,956 +5%
Wells Fargo
10
Wells Fargo
California
$4.76M 167,507 -3,082 -2%
Creative Planning
11
Creative Planning
Kansas
$4.24M 149,262 +33,199 +29%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.85M 135,427 -701 -0.5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.22M 113,142 +6,918 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.16M 110,996 +1,375 +1%
WI
15
WrapManager Inc
California
$3.02M 106,301 -927 -0.9%
RCG
16
Regatta Capital Group
California
$2.9M 101,972 +2,916 +3%
FT
17
Fiduciary Trust
Massachusetts
$2.7M 95,029 -1,726 -2%
DAS
18
Dynamic Advisor Solutions
Arizona
$2.52M 88,624 -2,639 -3%
BPA
19
Beacon Pointe Advisors
California
$2.49M 87,583 +23,552 +37%
MIS
20
Morningstar Investment Services
Illinois
$2.42M 84,806 +545 +0.6%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.72M 60,558 +822 +1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.63M 57,385 -2,370 -4%
Lido Advisors
23
Lido Advisors
California
$1.37M 48,360 -44,556 -48%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.36M 47,935 +7,850 +20%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$1.32M 46,245 +1,295 +3%