NUMV icon

Nuveen ESG Mid-Cap Value ETF
NUMV

Overview Fund Activity

101 hedge funds and large institutions have $253M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
38
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$68.1M
2
Creative Planning
2
Creative Planning
Kansas
$4.24M
3
RJA
3
Raymond James & Associates
Florida
$8.71M
4
Bank of America
4
Bank of America
North Carolina
$7.58M
5
AWP
5
Abacus Wealth Partners
California
$23.2M

Top Sellers

1
KOC
1
Koss-Olinger Consulting
Florida
$0
2
UBS Group
2
UBS Group
Switzerland
$9.03M
3
Lido Advisors
3
Lido Advisors
California
$1.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.9M
5
CI
5
CX Institutional
Indiana
$230K
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.15M 40,603 +1,083 +3%
WWA
27
WCG Wealth Advisors
Nevada
$1.11M 36,898 -1,238 -3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$980K 34,456 -279 -0.8%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$963K 33,862 +3,450 +11%
OWM
30
Opes Wealth Management
California
$846K 29,760 +2,136 +8%
WP
31
WealthShield Partners
North Carolina
$828K 29,141 +4,539 +18%
NYLIM
32
New York Life Investment Management
New York
$819K 28,802 -4,936 -15%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$804K 28,280 – –
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$744K 26,180 +1,552 +6%
SFS
35
Sowell Financial Services
Arkansas
$725K 25,488 +106 +0.4%
HWA
36
Heritage Wealth Advisors
Virginia
$706K 24,835 +5,871 +31%
BWM
37
Baystate Wealth Management
Massachusetts
$704K 24,754 -81 -0.3%
CA
38
Carson Advisory
Georgia
$659K 23,170 – –
CB
39
Commerce Bank
Missouri
$601K 21,125 +7,490 +55%
APP
40
Avantax Planning Partners
Iowa
$580K 20,390 -2,198 -10%
WT
41
Whittier Trust
California
$554K 19,498 -8,705 -31%
HighTower Advisors
42
HighTower Advisors
Illinois
$553K 19,339 +581 +3%
NA
43
NewEdge Advisors
Louisiana
$550K 19,358 -9,026 -32%
RW
44
RVW Wealth
California
$540K 18,985 +29 +0.2%
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$517K 18,193 +135 +0.7%
CCM
46
Coldstream Capital Management
Washington
$514K 18,065 – –
CWP
47
Concord Wealth Partners
Virginia
$512K 18,009 -8,178 -31%
PFBT
48
Parkside Financial Bank & Trust
Missouri
$507K 17,829 +851 +5%
FWM
49
Fingerlakes Wealth Management
New York
$504K 17,711 +798 +5%
Stifel Financial
50
Stifel Financial
Missouri
$497K 17,481 +2,106 +14%
1
2
3 4 5