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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

126 hedge funds and large institutions have $286M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% 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
19
Increased
53
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$17.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.9M
3
AWP
3
Abacus Wealth Partners
California
$31.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.41M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.03M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$44.1M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
Lido Advisors
3
Lido Advisors
California
$1.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.8M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$44.1M 1,266,248 -63,752 -5%
Morgan Stanley
2
Morgan Stanley
New York
$40.8M 1,170,827 -17,956 -2%
AWP
3
Abacus Wealth Partners
California
$31.6M 909,082 +42,714 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.4M 556,954 +14,546 +3%
Raymond James Financial
5
Raymond James Financial
Florida
$17.2M 492,936 +492,936 New
LPL Financial
6
LPL Financial
California
$13.3M 382,286 +10,086 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$10.9M 312,654 +45,521 +17%
Bank of America
8
Bank of America
North Carolina
$10.2M 294,002 -859 -0.3%
UBS Group
9
UBS Group
Switzerland
$9.17M 263,359 +8,934 +4%
EWM
10
Empirical Wealth Management
Washington
$8.82M 253,286 -5,981 -2%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$6.15M 172,553 +6,977 +4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.03M 173,071 +22,510 +15%
BPA
13
Beacon Pointe Advisors
California
$5.33M 153,123 -4,162 -3%
Wells Fargo
14
Wells Fargo
California
$4.31M 123,677 +4,572 +4%
Creative Planning
15
Creative Planning
Kansas
$3.83M 109,988 -5,525 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.38M 97,052 +5,147 +6%
FT
17
Fiduciary Trust
Massachusetts
$3.11M 89,246 – –
DAS
18
Dynamic Advisor Solutions
Arizona
$2.91M 83,710 +89 +0.1%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$2.41M 69,233 +3,679 +6%
IWA
20
Invera Wealth Advisors
Oregon
$2.29M 63,360 -864 -1%
CNBT
21
Canandaigua National Bank & Trust
New York
$2M 57,400 -4,324 -7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.94M 55,653 -868 -2%
WWA
23
WCG Wealth Advisors
Nevada
$1.42M 40,735 +721 +2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.41M 40,617 +34,114 +525%
RCG
25
Regatta Capital Group
California
$1.34M 38,380 +1,507 +4%
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