Nuveen ESG Mid-Cap Growth ETF
NUMG
105 hedge funds and large institutions have $249M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 6 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 39
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0% less capital invested
Capital invested by funds: $250M → $249M (-$1.14M)
1% less funds holding
Funds holding: 106 → 105 (-1)
2.45% less ownership
Funds ownership: 73.84% → 71.39% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$2.94M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.17M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$1.74M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.51M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$20.8M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$9.08M |
| 3 |
Morgan Stanley
New York
|
-$1.65M |
| 4 |
MD
Money Design
Tokyo,
Japan
|
-$1.08M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$841K |
NUMG Hedge Fund Activity: Q1 2023 in Review
105 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q1 2023, worth a combined $249M — down 0.45% from $250M a quarter earlier.
Fund positioning in NUMG was balanced in Q1 2023: 6 funds opened new positions, 6 closed out, 40 added to existing stakes and 39 trimmed.
The largest buyer was IAG Wealth Partners, adding an estimated $2.94M. The largest seller was Tiedemann Advisors, cutting an estimated $20.8M.
- 105 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q1 2023, down from 106 in Q4 2022.
- Funds reported $249M of Nuveen ESG Mid-Cap Growth ETF stock for Q1 2023, down 0.45% quarter-over-quarter.
- 6 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q1 2023 and 6 closed out, a net change of 0 holders.
- The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q1 2023 was IAG Wealth Partners, an estimated $2.94M added.
- The largest Nuveen ESG Mid-Cap Growth ETF seller in Q1 2023 was Tiedemann Advisors, an estimated $20.8M sold.
Based on aggregated 13F filings for Q1 2023.