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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
TRCT
51
Tower Research Capital (TRC)
New York
$523K +$357K +10,457 +258%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$495K +$47.2K +1,382 +11%
CTC
53
Central Trust Company
Missouri
$488K -$58.8K -1,721 -11%
Citadel Advisors
54
Citadel Advisors
Florida
$485K +$460K +13,446 New
LA
55
LexAurum Advisors
Kansas
$459K +$1.37K +40 +0.3%
WT
56
Whittier Trust
California
$448K
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$435K -$1.45M -42,318 -78%
Lido Advisors
58
Lido Advisors
California
$424K -$596K -17,447 -60%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$419K -$4.03K -118 -1%
SIM
60
Stratos Investment Management
Ohio
$413K
SB
61
Simmons Bank
Arkansas
$399K -$9.06K -265 -2%
FTWA
62
Fifth Third Wealth Advisors
Ohio
$386K
TC
63
Trust Company
Kansas
$351K -$16.3K -478 -5%
JAA
64
Joel Adams & Associates
North Carolina
$349K +$331K +9,686 New
EPW
65
Evergreen Private Wealth
Colorado
$349K -$64.9K -1,899 -16%
VC
66
Vicus Capital
Pennsylvania
$348K +$2.39K +70 +0.7%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$343K +$205K +5,993 +170%
PWMG
68
Private Wealth Management Group
New Jersey
$342K +$4.41K +129 +1%
PAG
69
Private Advisor Group
New Jersey
$336K -$34.3K -1,004 -10%
ECM
70
Evergreen Capital Management
Washington
$333K -$9.4K -275 -3%
MML Investors Services
71
MML Investors Services
Massachusetts
$321K +$77.5K +2,266 +34%
BFA
72
Bragg Financial Advisors
North Carolina
$310K +$11.9K +348 +4%
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$298K
Betterment LLC
74
Betterment LLC
New York
$297K +$57.4K +1,680 +26%
LAMNM
75
Longview Asset Management (New Mexico)
New Mexico
$290K -$35.4K -1,035 -11%

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.