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Nuveen ESG Mid-Cap Value ETF
NUMV
NUMV
83 hedge funds and large institutions have $194M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
133% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 15
12% more funds holding
Funds holding: 74 → 83 (+9)
10% more capital invested
Capital invested by funds: $178M → $194M (+$16.9M)
3.54% more ownership
Funds ownership: 72.24% → 75.79% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
83
Holders Change
+9
Holders Change %
+12.16%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
35
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$3.69M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$3.65M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.91M |
| 4 |
Morgan Stanley
New York
|
+$1.61M |
| 5 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$1.46M |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.01M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$861K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$836K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$601K |
| 5 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$594K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
76
Geneos Wealth Management
Englewood,
Colorado
| $18K | – | – | – |
|
|
BAM
77
Baldrige Asset Management
Allentown,
Pennsylvania
| $17K | – | – | – |
|
|
IWP
78
IAG Wealth Partners
Waukesha,
Wisconsin
| $16K | – | – | – |
|
79
JP Morgan Chase
New York
| $13K | +$12.9K | +351 | New |
|
|
AF
80
Advisornet Financial
Minnetonka,
Minnesota
| $12K | +$8.78K | +239 | +275% |
|
|
HWA
81
Heritage Wealth Advisors
Richmond,
Virginia
| $7.48K | +$7.57K | +206 | New |
|
|
GRP
82
Global Retirement Partners
San Rafael,
California
| $2K | – | – | – |
|
|
83
Citadel Advisors
Miami,
Florida
| – | -$1.01M | -27,811 | Closed |
|
|
RCS
84
Retirement Capital Strategies
San Jose,
California
| – | -$836K | -23,058 | Closed |
|
|
RW
85
RVW Wealth
Los Angeles,
California
| – | -$10.6K | -289 | -3% |
|
|
RBA
86
Richard Bernstein Advisors
New York
| – | -$4K | -104 | Closed |
|
|
MIM
87
Macroview Investment Management
Bethesda,
Maryland
| – | +$110 | +3 | +75% |
|