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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

115 hedge funds and large institutions have $281M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
40
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cetera Advisors
Colorado
$1.33M
2
Lido Advisors
2
Lido Advisors
California
$2.91M
3
RJA
3
Raymond James & Associates
Florida
$13.1M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.58M
5
ITB
5
Idaho Trust Bank
Idaho
$642K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.2M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$53.9M
3
MIS
3
Morningstar Investment Services
Illinois
$1.75M
4
RCG
4
Regatta Capital Group
California
$1.58M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$53.9M 1,576,869 -534,846 -25%
Morgan Stanley
2
Morgan Stanley
New York
$45.2M 1,321,524 -1,252,434 -49%
AWP
3
Abacus Wealth Partners
California
$29.2M 854,917 +3,482 +0.4%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.7M 517,455 -52,128 -9%
RJA
5
Raymond James & Associates
Florida
$13.1M 384,411 +27,127 +8%
LPL Financial
6
LPL Financial
California
$11.1M 324,192 +4,616 +1%
UBS Group
7
UBS Group
Switzerland
$9.84M 287,719 -1,777 -0.6%
EWM
8
Empirical Wealth Management
Washington
$9.49M 277,516 +9,330 +3%
Bank of America
9
Bank of America
North Carolina
$8.46M 247,354 -1,663 -0.7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.58M 163,113 +26,768 +20%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.36M 127,626 +1,312 +1%
Wells Fargo
12
Wells Fargo
California
$4.34M 126,775 -3,625 -3%
Creative Planning
13
Creative Planning
Kansas
$4.32M 126,375 -15,270 -11%
BPA
14
Beacon Pointe Advisors
California
$4.23M 123,614 +9,126 +8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.6M 105,290 +12,553 +14%
DAS
16
Dynamic Advisor Solutions
Arizona
$3.4M 99,504 +3,303 +3%
FT
17
Fiduciary Trust
Massachusetts
$3.1M 90,651 – –
Lido Advisors
18
Lido Advisors
California
$2.91M 85,152 +36,247 +74%
IWA
19
Invera Wealth Advisors
Oregon
$2.1M 65,600 +2,658 +4%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$1.96M 57,167 +2,258 +4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.91M 55,837 +7,626 +16%
MIS
22
Morningstar Investment Services
Illinois
$1.75M 51,542 -88,395 -63%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$1.66M 48,607 +7,038 +17%
RCG
24
Regatta Capital Group
California
$1.58M 46,244 -53,236 -54%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.54M 45,054 +4,381 +11%
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