NUMV icon

Nuveen ESG Mid-Cap Value ETF
NUMV

Overview Fund Activity

126 hedge funds and large institutions have $286M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
53
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$17.2M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$10.9M
3
AWP
3
Abacus Wealth Partners
California
$31.6M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.41M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.03M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$44.1M
2
MIS
2
Morningstar Investment Services
Illinois
$0
3
Lido Advisors
3
Lido Advisors
California
$1.17M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.8M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$232K 6,667 +32 +0.5%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$229K 6,572 -5,465 -45%
Citadel Advisors
78
Citadel Advisors
Florida
$228K 6,537 +1,030 +19%
CI
79
CX Institutional
Indiana
$227K 6,515 -197 -3%
GSWM
80
Greenup Street Wealth Management
Michigan
$224K 6,441 +6,441 New
SFM
81
Signet Financial Management
New Jersey
$219K 6,280 – –
Betterment LLC
82
Betterment LLC
New York
$210K 6,029 +6,029 New
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$205K 5,890 -221 -4%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$201K 5,771 +137 +2%
TRCT
85
Tower Research Capital (TRC)
New York
$191K 5,488 -1,079 -16%
CWP
86
Concord Wealth Partners
Virginia
$179K 5,153 -434 -8%
AWM
87
Avior Wealth Management
Nebraska
$177K 5,093 -2,506 -33%
MIM
88
Marshall Investment Management
Colorado
$176K 4,784 +4,784 New
MFA
89
McClarren Financial Advisors
Pennsylvania
$171K 4,919 +88 +2%
SFG
90
Stonebridge Financial Group
Pennsylvania
$131K 3,750 +3,750 New
Comerica Bank
91
Comerica Bank
Texas
$122K 3,507 -108 -3%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$121K 3,482 +1,227 +54%
UB
93
UMB Bank
Missouri
$120K 3,437 -124 -3%
AssetMark Inc
94
AssetMark Inc
California
$107K 3,081 +3,081 New
Bessemer Group
95
Bessemer Group
New Jersey
$101K 2,909 – –
SPIA
96
Steward Partners Investment Advisory
New York
$74.7K 2,147 -5,098 -70%
FFA
97
Farther Finance Advisors
California
$69.6K 2,000 -750 -27%
PTC
98
Private Trust Company
Ohio
$65.1K 1,870 +1,000 +115%
HI
99
Harbour Investments
Wisconsin
$54.1K 1,553 +142 +10%
AIP
100
Ameritas Investment Partners
Nebraska
$42.1K 1,208 +8 +0.7%
2 3
4
5 6