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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $302M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

4% more capital invested

Capital invested by funds: $291M → $302M (+$10.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.63% less ownership

Funds ownership: 82.24%80.61% (-1.6%)

2% less funds holding

Funds holding: 129126 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
41
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
26
rebel Financial
Ohio
$1.06M +$1.01M +29,542 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.06M +$108K +3,157 +12%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.04M -$48.4K -1,417 -5%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.02M
RWP
30
Revolve Wealth Partners
New Jersey
$991K +$18.6K +545 +2%
CAM
31
Cresset Asset Management
Illinois
$955K +$26.8K +784 +3%
Mariner
32
Mariner
Kansas
$942K
HWA
33
Heritage Wealth Advisors
Virginia
$925K -$47.8K -1,398 -5%
RFA
34
RTD Financial Advisors
Pennsylvania
$895K -$35.2K -1,030 -4%
Osaic Holdings
35
Osaic Holdings
Arizona
$892K +$183K +5,368 +28%
WP
36
WealthShield Partners
North Carolina
$808K -$266K -7,796 -26%
NA
37
NewEdge Advisors
Louisiana
$722K +$65.6K +1,919 +11%
AA
38
Addison Advisors
Vermont
$688K -$24.4K -715 -4%
CA
39
Carson Advisory
Georgia
$684K
PFBT
40
Parkside Financial Bank & Trust
Missouri
$684K
FWM
41
Fingerlakes Wealth Management
New York
$665K +$10.3K +300 +2%
CCM
42
Coldstream Capital Management
Washington
$649K
RW
43
RVW Wealth
California
$648K -$9.67K -283 -2%
P
44
&Partners
Tennessee
$633K
Stifel Financial
45
Stifel Financial
Missouri
$630K +$12.9K +378 +2%
JP Morgan Chase
46
JP Morgan Chase
New York
$571K +$90.1K +2,635 +20%
NCM
47
Neumann Capital Management
California
$561K
CB
48
Commerce Bank
Missouri
$542K -$65.1K -1,905 -11%
SAG
49
SageView Advisory Group
California
$540K
Corient Private Wealth
50
Corient Private Wealth
Florida
$534K +$275K +8,048 +119%

NUMV Hedge Fund Activity: Q2 2025 in Review

126 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q2 2025, worth a combined $302M — up 3.7% from $291M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NUMV and 7 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 41 added.

The largest buyer was Bank of New York Mellon, adding an estimated $1.32M. The largest seller was TIAA Trust, National Association, cutting an estimated $7.32M.

  • 126 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q2 2025, down from 129 in Q1 2025.
  • Funds reported $302M of Nuveen ESG Mid-Cap Value ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q2 2025 and 10 closed out, a net change of -3 holders.
  • The largest Nuveen ESG Mid-Cap Value ETF buyer in Q2 2025 was Bank of New York Mellon, an estimated $1.32M added.
  • The largest Nuveen ESG Mid-Cap Value ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $7.32M sold.

Based on aggregated 13F filings for Q2 2025.