NUMV icon

Nuveen ESG Mid-Cap Value ETF
NUMV

Overview Fund Activity

85 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 14 closing their positions.

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
41
Reduced
10
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.35M
2
FAIM
2
Financial Advocates Investment Management
Washington
$3.16M
3
AWP
3
Abacus Wealth Partners
California
$17.3M
4
LPL Financial
4
LPL Financial
California
$4.33M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$4.2M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$3.48M
2
SIM
2
Seaview Investment Managers
Florida
$0
3
PI
3
PFS Investments
Georgia
$0
4
FIG
4
FundX Investment Group
California
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APP
26
Avantax Planning Partners
Iowa
$947K 25,625 +935 +4%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$940K 25,450 – –
CAMV
28
Concord Asset Management (Virginia)
Virginia
$917K 24,816 +24,816 New
Osaic Holdings
29
Osaic Holdings
Arizona
$891K 24,150 +7,194 +42%
BWM
30
BerganKDV Wealth Management
Minnesota
$761K 20,606 +3,433 +20%
TRCT
31
Tower Research Capital (TRC)
New York
$754K 20,417 -1,140 -5%
CB
32
Commerce Bank
Missouri
$738K 19,979 +2,069 +12%
NYLIM
33
New York Life Investment Management
New York
$735K 19,886 +3,002 +18%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$734K 19,852 +147 +0.7%
CTC
35
Central Trust Company
Missouri
$725K 19,610 +1,257 +7%
CCM
36
Coldstream Capital Management
Washington
$693K 18,760 – –
SB
37
Simmons Bank
Arkansas
$689K 18,646 – –
KOC
38
Koss-Olinger Consulting
Florida
$675K 18,268 +3,003 +20%
EWA
39
EP Wealth Advisors
California
$638K 17,257 -8,883 -34%
Citadel Advisors
40
Citadel Advisors
Florida
$621K 16,796 +16,796 New
AIP
41
Ameritas Investment Partners
Nebraska
$570K 15,448 +609 +4%
CI
42
CX Institutional
Indiana
$544K 14,733 +84 +0.6%
NA
43
NewEdge Advisors
Louisiana
$524K 14,195 +14,195 New
RJA
44
Raymond James & Associates
Florida
$484K 13,087 +309 +2%
OCM
45
One Capital Management
California
$471K 12,758 -481 -4%
RW
46
RVW Wealth
California
$455K 12,315 +1,254 +11%
RIS
47
Retirement Income Solutions
Michigan
$449K 12,141 +12,141 New
KeyBank National Association
48
KeyBank National Association
Ohio
$432K 11,680 – –
RFA
49
RTD Financial Advisors
Pennsylvania
$431K 11,659 +11,659 New
SIM
50
Stratos Investment Management
Ohio
$391K 10,583 +581 +6%
1
2
3 4 5