NUMV icon

Nuveen ESG Mid-Cap Value ETF
NUMV

Overview Fund Activity

85 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 10 reducing their positions, and 14 closing their positions.

Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
41
Reduced
10
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.35M
2
FAIM
2
Financial Advocates Investment Management
Washington
$3.16M
3
AWP
3
Abacus Wealth Partners
California
$17.3M
4
LPL Financial
4
LPL Financial
California
$4.33M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$4.2M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$3.48M
2
SIM
2
Seaview Investment Managers
Florida
$0
3
PI
3
PFS Investments
Georgia
$0
4
FIG
4
FundX Investment Group
California
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$25K +$25K +684 New
BAM
77
Baldrige Asset Management
Pennsylvania
$18K – – –
GWM
78
Geneos Wealth Management
Colorado
$18K – – –
IWP
79
IAG Wealth Partners
Wisconsin
$15K – – –
AF
80
Advisornet Financial
Minnesota
$12K – – –
HWA
81
Heritage Wealth Advisors
Virginia
$12K +$4.13K +108 +52%
GRP
82
Global Retirement Partners
California
$6K +$3.72K +106 +163%
CA
83
Cornerstone Advisory
Maryland
$5K +$5K +140 New
Fidelity Investments
84
Fidelity Investments
Massachusetts
$1K +$1K +15 New
SIM
85
Seaview Investment Managers
Florida
– -$1.21M -33,227 Closed
FIG
86
FundX Investment Group
California
– -$1.08M -29,806 Closed
PI
87
PFS Investments
Georgia
– -$1.14M -28,880 Closed
FTUS
88
Flow Traders U.S.
New York
– -$728K -20,074 Closed
Goldman Sachs
89
Goldman Sachs
New York
– -$409K -11,277 Closed
EWA
90
ERTS Wealth Advisors
Michigan
– -$244K -9,891 Closed
SAS
91
Sage Advisory Services
Texas
– -$260K -7,166 Closed
HC
92
Hamilton Capital
Ohio
– -$208K -5,740 Closed
RPCA
93
Running Point Capital Advisors
California
– -$129K -3,545 Closed
SFP
94
Sterling Financial Planning
New Jersey
– -$53K -1,474 Closed
HI
95
Harbour Investments
Wisconsin
– -$31K -846 Closed
BMD
96
Better Money Decisions
New Mexico
– -$25K -697 Closed
AWA
97
Arkadios Wealth Advisors
Georgia
– -$22K -630 Closed
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
– -$13K -351 Closed
1 2 3
4