Nuveen ESG Mid-Cap Value ETF (NUMV)

• Market cap: $358M
• 1 day: 0.90%
• 5 days: 1.81%
• 1 month: -1.60%
• 3 months: -5.83%
• 6 months: -5.49%
• Year to date: -2.57%
• 1 year: 4.16%
• 5 years: 54.98%
• 10 years: 35.46%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

47% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 36

9% more funds holding

Funds holding: 116 [Q3] → 126 (+10) [Q4]

0.11% more ownership

Funds ownership: 80.22% [Q3] → 80.33% (+0.11%) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

4% less capital invested

Capital invested by funds: $298M [Q3] → $285M (-$12.8M) [Q4]