Nuveen ESG Mid-Cap Growth ETF
NUMG
70 hedge funds and large institutions have $180M invested in Nuveen ESG Mid-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 12 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
150% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 12
41% more capital invested
Capital invested by funds: $127M → $180M (+$52.5M)
23% more funds holding
Funds holding: 57 → 70 (+13)
0.16% less ownership
Funds ownership: 69.97% → 69.81% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$7.69M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.41M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.37M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$2.31M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$1.29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$452K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$376K |
| 4 |
LFASL
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
-$365K |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$229K |
NUMG Hedge Fund Activity: Q4 2020 in Review
70 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q4 2020, worth a combined $180M — up 41% from $127M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new NUMG positions and 3 closed out — a net gain of 16 holders — while 30 added to existing stakes and 12 trimmed.
The largest buyer was Beacon Harbor Wealth Advisors, opening a new position worth an estimated $7.69M. The largest seller was RWA Wealth Partners, cutting an estimated $1.29M.
- 70 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q4 2020, up from 57 in Q3 2020.
- Funds reported $180M of Nuveen ESG Mid-Cap Growth ETF stock for Q4 2020, up 41% quarter-over-quarter.
- 19 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q4 2020 and 3 closed out, a net change of +16 holders.
- The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q4 2020 was Beacon Harbor Wealth Advisors, an estimated $7.69M added.
- The largest Nuveen ESG Mid-Cap Growth ETF seller in Q4 2020 was RWA Wealth Partners, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2020.