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Nuveen ESG Mid-Cap Growth ETF

45 hedge funds and large institutions have $53.1M invested in Nuveen ESG Mid-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

21% more capital invested

Capital invested by funds: $43.9M → $53.1M (+$9.24M)

3.67% more ownership

Funds ownership: 75.31%78.98% (+3.7%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

6% less funds holding

Funds holding: 4845 (-3)

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change

NUMG Hedge Fund Activity: Q1 2020 in Review

45 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q1 2020, worth a combined $53.1M — up 21% from $43.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NUMG and 10 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 21 added.

The largest buyer was TIAA FSB, adding an estimated $15.5M. The largest seller was Riverbridge Partners, exiting entirely with an estimated $1.83M sold.

  • 45 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q1 2020, down from 48 in Q4 2019.
  • Funds reported $53.1M of Nuveen ESG Mid-Cap Growth ETF stock for Q1 2020, up 21% quarter-over-quarter.
  • 10 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q1 2020 and 11 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q1 2020 was TIAA FSB, an estimated $15.5M added.
  • The largest Nuveen ESG Mid-Cap Growth ETF seller in Q1 2020 was Riverbridge Partners, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2020.