Nuveen ESG Mid-Cap Growth ETF
NUMG
132 hedge funds and large institutions have $287M invested in Nuveen ESG Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 51 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
13% more funds holding
Funds holding: 117 → 132 (+15)
9% more capital invested
Capital invested by funds: $263M → $287M (+$24M)
1.01% less ownership
Funds ownership: 74.25% → 73.24% (-1%)
20% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 51
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.7M |
| 2 |
Morgan Stanley
New York
|
+$1.74M |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$992K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$807K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$661K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
IAG Wealth Partners
Waukesha,
Wisconsin
|
-$9.27M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$6.38M |
| 3 |
WI
WrapManager Inc
Mill Valley,
California
|
-$2.93M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$927K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$892K |
NUMG Hedge Fund Activity: Q4 2023 in Review
132 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q4 2023, worth a combined $287M — up 9.1% from $263M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new NUMG positions and 5 closed out — a net gain of 17 holders — while 41 added to existing stakes and 51 trimmed.
The largest buyer was Ameriprise, adding an estimated $2.7M. The largest seller was IAG Wealth Partners, cutting an estimated $9.27M.
- 132 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q4 2023, up from 117 in Q3 2023.
- Funds reported $287M of Nuveen ESG Mid-Cap Growth ETF stock for Q4 2023, up 9.1% quarter-over-quarter.
- 22 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q4 2023 and 5 closed out, a net change of +17 holders.
- The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q4 2023 was Ameriprise, an estimated $2.7M added.
- The largest Nuveen ESG Mid-Cap Growth ETF seller in Q4 2023 was IAG Wealth Partners, an estimated $9.27M sold.
Based on aggregated 13F filings for Q4 2023.