NUMV icon

Nuveen ESG Mid-Cap Value ETF

127 hedge funds and large institutions have $345M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
51
SageView Advisory Group
California
$626K
NCM
52
Neumann Capital Management
California
$623K
PA
53
Parallel Advisors
California
$553K
CB
54
Commerce Bank
Missouri
$506K
Ameriprise
55
Ameriprise
Minnesota
$492K
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$470K
FTWA
57
Fifth Third Wealth Advisors
Ohio
$450K
PAG
58
Private Advisor Group
New Jersey
$450K
SIM
59
Stratos Investment Management
Ohio
$448K
Lido Advisors
60
Lido Advisors
California
$442K
Betterment LLC
61
Betterment LLC
New York
$437K
DAS
62
Dynamic Advisor Solutions
Arizona
$431K
TC
63
Trust Company
Kansas
$422K
SB
64
Simmons Bank
Arkansas
$418K
PWMG
65
Private Wealth Management Group
New Jersey
$410K
CFM
66
Cornerstone Financial Management
Massachusetts
$402K
WT
67
Whittier Trust
California
$395K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$364K
ECM
69
Evergreen Capital Management
Washington
$362K
FWP
70
Falcon Wealth Planning
California
$353K
BFA
71
Bragg Financial Advisors
North Carolina
$337K
CI
72
CX Institutional
Indiana
$335K
EPW
73
Evergreen Private Wealth
Colorado
$329K
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$328K
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$325K