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Nuveen ESG Mid-Cap Value ETF
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Overview Fund Activity

126 hedge funds and large institutions have $300M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
-3
Holders Change %
-2.33%
% 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
7
Increased
40
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.4M
2
Morgan Stanley
Morgan Stanley
New York
+$1.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$977K
4
Raymond James Financial
Raymond James Financial
Florida
+$736K
5
LPL Financial
LPL Financial
California
+$562K

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$7.72M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.53M
3
AWP
Abacus Wealth Partners
California
-$1.04M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$725K
5
Lido Advisors
Lido Advisors
California
-$629K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$52.8M +$1.1M +30,571 +2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$36.2M -$7.72M -214,039 -18%
AWP
3
Abacus Wealth Partners
California
$32.5M -$1.04M -28,741 -3%
LPL Financial
4
LPL Financial
California
$19.7M +$562K +15,576 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.5M -$161K -4,454 -0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$19.4M +$736K +20,424 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$16.1M +$1.4M +38,744 +10%
Bank of America
8
Bank of America
North Carolina
$11M -$1.48K -41 -0%
UBS Group
9
UBS Group
Switzerland
$10M +$440K +12,205 +5%
EWM
10
Empirical Wealth Management
Washington
$9.23M -$21.4K -593 -0.2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.44M -$725K -20,098 -12%
BPA
12
Beacon Pointe Advisors
California
$5.02M -$34.4K -955 -0.7%
Wells Fargo
13
Wells Fargo
California
$4.94M +$324K +8,993 +7%
Creative Planning
14
Creative Planning
Kansas
$3.9M – – –
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.63M -$17.2K -478 -0.5%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$3.46M +$296K +8,266 +9%
FT
17
Fiduciary Trust
Massachusetts
$3.22M – – –
CNBT
18
Canandaigua National Bank & Trust
New York
$1.74M -$212K -5,889 -11%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.61M -$82.7K -2,295 -5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.51M +$977K +27,111 +184%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.5M -$380K -10,535 -20%
OWM
22
Opes Wealth Management
California
$1.37M +$5.41K +150 +0.4%
RCG
23
Regatta Capital Group
California
$1.3M -$43K -1,192 -3%
WWA
24
WCG Wealth Advisors
Nevada
$1.29M +$9.41K +261 +0.7%
RF
25
rebel Financial
Ohio
$1.06M +$1.06M +29,542 New
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