Nuveen ESG Mid-Cap Growth ETF
NUMG
82 hedge funds and large institutions have $205M invested in Nuveen ESG Mid-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 7 reducing their positions, and 7 closing their positions.
471% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 7
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
17% more funds holding
Funds holding: 70 → 82 (+12)
14% more capital invested
Capital invested by funds: $180M → $205M (+$24.9M)
1.5% more ownership
Funds ownership: 69.81% → 71.31% (+1.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.09M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.83M |
| 3 |
TA
Tiedemann Advisors
New York
|
+$2.93M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.48M |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
-$8.13M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$2.44M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.85M |
| 4 |
WI
WrapManager Inc
Mill Valley,
California
|
-$666K |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$300K |
NUMG Hedge Fund Activity: Q1 2021 in Review
82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q1 2021, worth a combined $205M — up 14% from $180M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new NUMG positions and 7 closed out — a net gain of 15 holders — while 40 added to existing stakes and 7 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $4.09M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $8.13M sold.
- 82 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q1 2021, up from 70 in Q4 2020.
- Funds reported $205M of Nuveen ESG Mid-Cap Growth ETF stock for Q1 2021, up 14% quarter-over-quarter.
- 22 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q1 2021 and 7 closed out, a net change of +15 holders.
- The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q1 2021 was Ameriprise, an estimated $4.09M added.
- The largest Nuveen ESG Mid-Cap Growth ETF seller in Q1 2021 was Beacon Harbor Wealth Advisors, an estimated $8.13M sold.
Based on aggregated 13F filings for Q1 2021.