Nuveen ESG Mid-Cap Growth ETF
NUMG
126 hedge funds and large institutions have $292M invested in Nuveen ESG Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 50 increasing their positions, 41 reducing their positions, and 14 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 41
2% more capital invested
Capital invested by funds: $287M → $292M (+$5.66M)
0.19% less ownership
Funds ownership: 73.24% → 73.05% (-0.19%)
5% less funds holding
Funds holding: 132 → 126 (-6)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.33M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.7M |
| 3 |
Bank of New York Mellon
New York
|
+$947K |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$911K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$877K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$11.4M |
| 2 |
HNW
High Note Wealth
Deephaven,
Minnesota
|
-$4.47M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.95M |
| 4 |
MD
Money Design
Tokyo,
Japan
|
-$1.82M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$911K |
NUMG Hedge Fund Activity: Q1 2024 in Review
126 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Growth ETF (NUMG) for Q1 2024, worth a combined $292M — up 2% from $287M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of NUMG and 11 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 50 added.
The largest buyer was Bank of America, adding an estimated $3.33M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.4M.
- 126 institutional investors held Nuveen ESG Mid-Cap Growth ETF (NUMG) as of Q1 2024, down from 132 in Q4 2023.
- Funds reported $292M of Nuveen ESG Mid-Cap Growth ETF stock for Q1 2024, up 2% quarter-over-quarter.
- 11 funds opened new Nuveen ESG Mid-Cap Growth ETF positions in Q1 2024 and 14 closed out, a net change of -3 holders.
- The largest Nuveen ESG Mid-Cap Growth ETF buyer in Q1 2024 was Bank of America, an estimated $3.33M added.
- The largest Nuveen ESG Mid-Cap Growth ETF seller in Q1 2024 was TIAA Trust, National Association, an estimated $11.4M sold.
Based on aggregated 13F filings for Q1 2024.