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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

116 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+1
Holders Change %
+0.87%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
39
Reduced
40
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$9.84M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$6.1M
3
Bank of America
3
Bank of America
North Carolina
$10.9M
4
RJA
4
Raymond James & Associates
Florida
$15.5M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$2.41M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49M
2
SFS
2
Sowell Financial Services
Arkansas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$240K
5
APP
5
Avantax Planning Partners
Iowa
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$49M 1,330,000 -68,404 -5%
Morgan Stanley
2
Morgan Stanley
New York
$43.8M 1,188,783 -2,336 -0.2%
AWP
3
Abacus Wealth Partners
California
$31.9M 866,368 +39 +0%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$20M 542,408 -24,249 -4%
RJA
5
Raymond James & Associates
Florida
$15.5M 420,125 +13,281 +3%
LPL Financial
6
LPL Financial
California
$13.7M 372,200 +9,204 +3%
Bank of America
7
Bank of America
North Carolina
$10.9M 294,861 +30,993 +12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$9.84M 267,133 +114,850 +75%
EWM
9
Empirical Wealth Management
Washington
$9.55M 259,267 -7,013 -3%
UBS Group
10
UBS Group
Switzerland
$9.37M 254,425 -8,563 -3%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$6.1M 165,576 +101,349 +158%
BPA
12
Beacon Pointe Advisors
California
$5.79M 157,285 +9,852 +7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.55M 150,561 -2,649 -2%
Wells Fargo
14
Wells Fargo
California
$4.39M 119,105 +900 +0.8%
Creative Planning
15
Creative Planning
Kansas
$4.26M 115,513 – –
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.39M 91,905 -10,865 -11%
FT
17
Fiduciary Trust
Massachusetts
$3.29M 89,246 – –
DAS
18
Dynamic Advisor Solutions
Arizona
$3.08M 83,621 -2,215 -3%
Lido Advisors
19
Lido Advisors
California
$2.93M 79,547 -7,042 -8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.47M 67,152 +1,948 +3%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$2.41M 65,554 +11,133 +20%
IWA
22
Invera Wealth Advisors
Oregon
$2.38M 64,224 -2,643 -4%
CNBT
23
Canandaigua National Bank & Trust
New York
$2.27M 61,724 +128 +0.2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.08M 56,521 +1,030 +2%
MIS
25
Morningstar Investment Services
Illinois
$1.65M 44,981 -2,529 -5%
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