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Nuveen ESG Mid-Cap Growth ETF

22 hedge funds and large institutions have $35.9M invested in Nuveen ESG Mid-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 2

4.42% less ownership

Funds ownership: 87.42%83% (-4.4%)

8% less funds holding

Funds holding: 2422 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

25% less capital invested

Capital invested by funds: $47.9M → $35.9M (-$12M)

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change

NUMG Hedge Fund Activity: Q4 2018 in Review

22 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q4 2018, worth a combined $35.9M — down 25% from $47.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of NUMG and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 11 added.

The largest buyer was Whittier Trust, adding an estimated $225K. The largest seller was Jane Street, exiting entirely with an estimated $1.51M sold.

  • 22 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q4 2018, down from 24 in Q3 2018.
  • Funds reported $35.9M of Nuveen ESG Mid-Cap Growth ETF stock for Q4 2018, down 25% quarter-over-quarter.
  • 3 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q4 2018 and 4 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q4 2018 was Whittier Trust, an estimated $225K added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q4 2018 was Jane Street, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2018.