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Nuveen ESG Mid-Cap Value ETF

127 hedge funds and large institutions have $345M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

6% more capital invested

Capital invested by funds: $324M → $345M (+$20.4M)

1.3% more ownership

Funds ownership: 80.78%82.08% (+1.3%)

1% more funds holding

Funds holding: 126127 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
57
Reduced
33
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
$57.4M +$589K +15,160 +1%
AWP
2
Abacus Wealth Partners
California
$38.7M +$1.79M +45,952 +5%
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$36.7M -$753K -19,394 -2%
LPL Financial
4
LPL Financial
California
$23.1M +$419K +10,781 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$22.4M +$4.32M +111,232 +24%
Raymond James Financial
6
Raymond James Financial
Florida
$21M -$1.2M -30,883 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$21M +$651K +16,745 +3%
Bank of America
8
Bank of America
North Carolina
$11.4M -$153K -3,941 -1%
EWM
9
Empirical Wealth Management
Washington
$10.6M +$313K +8,046 +3%
UBS Group
10
UBS Group
Switzerland
$10.3M -$45.3K -1,165 -0.4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.48M +$768K +19,760 +14%
Wells Fargo
12
Wells Fargo
California
$6.28M +$843K +21,697 +16%
BPA
13
Beacon Pointe Advisors
California
$6.14M +$256K +6,584 +4%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$5.31M +$830K +21,373 +19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.72M +$1.14M +29,415 +32%
Creative Planning
16
Creative Planning
Kansas
$3.94M -$13.9K -358 -0.4%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$3.91M +$3M +77,210 +340%
FT
18
Fiduciary Trust
Massachusetts
$3.19M
P
19
&Partners
Tennessee
$2.35M +$1.66M +42,764 +246%
IWA
20
Invera Wealth Advisors
Oregon
$2.33M -$88.7K -2,283 -4%
WWA
21
WCG Wealth Advisors
Nevada
$2.19M +$1.75M +45,028 +406%
CNBT
22
Canandaigua National Bank & Trust
New York
$1.84M +$18.3K +470 +1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.59M -$540K -13,894 -25%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.5M +$910K +23,425 +157%
OWM
25
Opes Wealth Management
California
$1.5M +$5.05K +130 +0.3%