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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

129 hedge funds and large institutions have $291M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 8 closing their positions.

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
38
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49M
2
LPL Financial
2
LPL Financial
California
$18.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$13.9M
4
Raymond James Financial
4
Raymond James Financial
Florida
$17.7M
5
AWP
5
Abacus Wealth Partners
California
$31.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$2.04M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$41.7M
3
DAS
3
Dynamic Advisor Solutions
Arizona
$1.79M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$504K
5
BPA
5
Beacon Pointe Advisors
California
$4.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49M 1,432,975 +262,148 +22%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$41.7M 1,218,425 -47,823 -4%
AWP
3
Abacus Wealth Partners
California
$31.9M 931,027 +21,945 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.6M 544,778 -12,176 -2%
LPL Financial
5
LPL Financial
California
$18.2M 531,453 +149,167 +39%
Raymond James Financial
6
Raymond James Financial
Florida
$17.7M 518,363 +25,427 +5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$13.9M 407,372 +94,718 +30%
Bank of America
8
Bank of America
North Carolina
$10.4M 304,039 +10,037 +3%
UBS Group
9
UBS Group
Switzerland
$9.12M 266,544 +3,185 +1%
EWM
10
Empirical Wealth Management
Washington
$8.78M 256,703 +3,417 +1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.85M 170,973 -2,098 -1%
BPA
12
Beacon Pointe Advisors
California
$4.8M 140,226 -12,897 -8%
Wells Fargo
13
Wells Fargo
California
$4.38M 128,003 +4,326 +3%
Creative Planning
14
Creative Planning
Kansas
$3.7M 108,300 -1,688 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.46M 101,192 +4,140 +4%
FT
16
Fiduciary Trust
Massachusetts
$3.05M 89,246 – –
Jones Financial Companies
17
Jones Financial Companies
Missouri
$3M 88,345 +19,112 +28%
IWA
18
Invera Wealth Advisors
Oregon
$2.18M 63,582 +222 +0.4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.04M 54,375 -118,178 -68%
CNBT
20
Canandaigua National Bank & Trust
New York
$1.85M 54,041 -3,359 -6%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.79M 52,196 -31,514 -38%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.61M 47,069 -8,584 -15%
OWM
23
Opes Wealth Management
California
$1.3M 37,965 +7,835 +26%
RCG
24
Regatta Capital Group
California
$1.27M 37,202 -1,178 -3%
WWA
25
WCG Wealth Advisors
Nevada
$1.21M 35,449 -5,286 -13%
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