Nuveen ESG Mid-Cap Growth ETF
NUMG
114 hedge funds and large institutions have $263M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
39% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 31
39% more capital inflows, than outflows
Capital inflows: $34.7M | Capital outflows: $25M
9% more funds holding
Funds holding: 105 → 114 (+9)
1.53% more ownership
Funds ownership: 71.39% → 72.92% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.2M |
| 2 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
+$1.82M |
| 3 |
Bank of New York Mellon
New York
|
+$1.27M |
| 4 |
MD
Money Design
Tokyo,
Japan
|
+$1.24M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
Tiedemann Advisors
New York
|
-$6.13M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.34M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$3.77M |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$3.61M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.57M |
NUMG Hedge Fund Activity: Q2 2023 in Review
114 of the 6,387 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q2 2023, worth a combined $263M — up 5.8% from $249M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NUMG positions and 8 closed out — a net gain of 10 holders — while 43 added to existing stakes and 31 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.2M. The largest seller was Tiedemann Advisors, cutting an estimated $6.13M.
- 114 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q2 2023, up from 105 in Q1 2023.
- Funds reported $263M of Nuveen ESG Mid-Cap Growth ETF stock for Q2 2023, up 5.8% quarter-over-quarter.
- 18 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q2 2023 and 8 closed out, a net change of +10 holders.
- The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q2 2023 was Morgan Stanley, an estimated $21.2M added.
- The largest Nuveen ESG Mid-Cap Growth ETF seller in Q2 2023 was Tiedemann Advisors, an estimated $6.13M sold.
Based on aggregated 13F filings for Q2 2023.