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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

115 hedge funds and large institutions have $317M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 3 closing their positions.

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
41
Reduced
42
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.2M
2
IWA
2
Invera Wealth Advisors
Oregon
$1.99M
3
MIS
3
Morningstar Investment Services
Illinois
$4.44M
4
RJA
4
Raymond James & Associates
Florida
$11.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$66.6M
2
WI
2
WrapManager Inc
California
$0
3
Wells Fargo
3
Wells Fargo
California
$4.11M
4
UBS Group
4
UBS Group
Switzerland
$9.13M
5
LPL Financial
5
LPL Financial
California
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.2M 2,573,958 +1,369,088 +114%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$66.6M 2,111,715 -282,023 -12%
AWP
3
Abacus Wealth Partners
California
$26.9M 851,435 +34,662 +4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18M 569,583 +45,340 +9%
RJA
5
Raymond James & Associates
Florida
$11.3M 357,284 +50,918 +17%
LPL Financial
6
LPL Financial
California
$10.1M 319,576 -26,241 -8%
UBS Group
7
UBS Group
Switzerland
$9.13M 289,496 -28,050 -9%
EWM
8
Empirical Wealth Management
Washington
$8.46M 268,186 +24,479 +10%
Bank of America
9
Bank of America
North Carolina
$7.85M 249,017 -17,565 -7%
Creative Planning
10
Creative Planning
Kansas
$4.47M 141,645 -7,617 -5%
MIS
11
Morningstar Investment Services
Illinois
$4.44M 139,937 +55,131 +65%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.3M 136,345 +918 +0.7%
Wells Fargo
13
Wells Fargo
California
$4.11M 130,400 -37,107 -22%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.98M 126,314 +15,318 +14%
BPA
15
Beacon Pointe Advisors
California
$3.61M 114,488 +26,905 +31%
RCG
16
Regatta Capital Group
California
$3.14M 99,480 -2,492 -2%
DAS
17
Dynamic Advisor Solutions
Arizona
$2.99M 96,201 +7,577 +9%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.92M 92,737 -20,405 -18%
FT
19
Fiduciary Trust
Massachusetts
$2.86M 90,651 -4,378 -5%
IWA
20
Invera Wealth Advisors
Oregon
$1.99M 62,942 +62,942 New
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$1.73M 54,909 +8,664 +19%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.65M 52,405 +35,003 +201%
Lido Advisors
23
Lido Advisors
California
$1.54M 48,905 +545 +1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.52M 48,211 -9,174 -16%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.31M 41,569 +7,707 +23%
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