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Nuveen ESG Mid-Cap Value ETF
NUMV

40 hedge funds and large institutions have $73.5M invested in Nuveen ESG Mid-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 6

55% more capital invested

Capital invested by funds: $47.3M → $73.5M (+$26.2M)

18% more funds holding

Funds holding: 34 → 40 (+6)

3.98% less ownership

Funds ownership: 77.82% → 73.84% (-4%)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$12.5M
2
WI
WrapManager Inc
California
+$2.65M
3
UBS Group
UBS Group
Switzerland
+$825K
4
APP
Avantax Planning Partners
Iowa
+$612K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$475K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.03M
2
Jane Street
Jane Street
New York
-$760K
3
TRCT
Tower Research Capital (TRC)
New York
-$304K
4
CCM
Colorado Capital Management
Colorado
-$241K
5
Osaic Holdings
Osaic Holdings
Arizona
-$93.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$162K -$93.7K -4,128 -38%
IA
27
IFP Advisors
Florida
$122K +$26.2K +1,154 +28%
APA
28
American Portfolios Advisors
New York
$82K -$1.79K -79 -2%
CAN
29
Cetera Advisor Networks
California
$79K +$74.6K +3,285 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$74K +$10.8K +477 +18%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$71K – – –
PCG
32
Private Capital Group
Connecticut
$60K +$9.29K +409 +19%
SPIA
33
Steward Partners Investment Advisory
New York
$57K +$7.08K +312 +15%
RG
34
Retirement Group
California
$49K +$46.5K +2,050 New
Bessemer Group
35
Bessemer Group
New Jersey
$42K – – –
Morgan Stanley
36
Morgan Stanley
New York
$41K – – –
FANJ
37
Financial Architects (New Jersey)
New Jersey
$30K – – –
SF
38
Synovus Financial
Georgia
$18K +$7.49K +330 +81%
PAG
39
Private Advisor Group
New Jersey
$16K +$14.9K +655 New
GRP
40
Global Retirement Partners
California
$11K -$19.1K -841 -66%
IWP
41
IAG Wealth Partners
Wisconsin
$10K +$9.4K +414 New
Jane Street
42
Jane Street
New York
– -$760K -37,656 Closed
CCM
43
Colorado Capital Management
Colorado
– -$241K -11,952 Closed
1
2

NUMV Hedge Fund Activity: Q2 2020 in Review

40 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q2 2020, worth a combined $73.5M — up 55% from $47.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NUMV positions and 2 closed out — a net gain of 6 holders — while 21 added to existing stakes and 6 trimmed.

The largest buyer was TIAA FSB, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $1.03M.

  • 40 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q2 2020, up from 34 in Q1 2020.
  • Funds reported $73.5M of Nuveen ESG Mid-Cap Value ETF stock for Q2 2020, up 55% quarter-over-quarter.
  • 8 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q2 2020 and 2 closed out, a net change of +6 holders.
  • The largest Nuveen ESG Mid-Cap Value ETF buyer in Q2 2020 was TIAA FSB, an estimated $12.5M added.
  • The largest Nuveen ESG Mid-Cap Value ETF seller in Q2 2020 was Bank of America, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2020.