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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $324M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $302M → $324M (+$22.3M)

0.17% more ownership

Funds ownership: 80.61%80.78% (+0.17%)

0% more funds holding

Funds holding: 126126 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

Holders
126
Holders Change
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
37
Reduced
41
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$56.2M -$392K -10,459 -0.7%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$37.1M -$1.74M -46,525 -5%
AWP
3
Abacus Wealth Partners
California
$36.5M +$1.51M +40,132 +4%
LPL Financial
4
LPL Financial
California
$22.4M +$1.2M +31,931 +6%
Raymond James Financial
5
Raymond James Financial
Florida
$22M +$1.14M +30,398 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$20.1M -$734K -19,561 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17.9M +$608K +16,211 +4%
Bank of America
8
Bank of America
North Carolina
$11.4M -$318K -8,479 -3%
EWM
9
Empirical Wealth Management
Washington
$10.2M +$289K +7,706 +3%
UBS Group
10
UBS Group
Switzerland
$10.2M -$561K -14,968 -5%
BPA
11
Beacon Pointe Advisors
California
$5.83M +$424K +11,299 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.65M -$182K -4,864 -3%
Wells Fargo
13
Wells Fargo
California
$5.38M +$73.2K +1,953 +1%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$4.39M +$668K +17,819 +18%
Creative Planning
15
Creative Planning
Kansas
$3.91M -$274K -7,301 -7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.53M -$351K -9,363 -9%
FT
17
Fiduciary Trust
Massachusetts
$3.16M -$284K -7,576 -8%
IWA
18
Invera Wealth Advisors
Oregon
$2.39M -$39.9K -1,064 -2%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.12M +$372K +9,913 +22%
CNBT
20
Canandaigua National Bank & Trust
New York
$1.8M -$57.7K -1,539 -3%
DAS
21
Dynamic Advisor Solutions
Arizona
$1.53M -$80.1K -2,137 -5%
OWM
22
Opes Wealth Management
California
$1.47M
RCG
23
Regatta Capital Group
California
$1.32M -$69.1K -1,842 -5%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$33.2K +884 +3%
RF
25
rebel Financial
Ohio
$1.14M -$1.11M -29,542 Closed