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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
AF
76
Abound Financial
California
$285K +$53.3K +1,559 +25%
ISFAN
77
Investor's Fiduciary Advisor Network
Washington
$283K +$268K +7,852 New
EH
78
Equitable Holdings
New York
$276K +$41.2K +1,206 +19%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$275K -$8.96K -262 -3%
FWP
80
Falcon Wealth Planning
California
$262K +$22.9K +671 +10%
ML
81
McAdam LLC
Pennsylvania
$252K +$18.6K +544 +8%
VA
82
VestGen Advisors
Illinois
$244K
AssetMark Inc
83
AssetMark Inc
California
$241K +$119K +3,474 +108%
FTUS
84
Flow Traders U.S.
New York
$238K -$90K -2,633 -29%
GSWM
85
Greenup Street Wealth Management
Michigan
$236K +$8.82K +258 +4%
SHF
86
Stage Harbor Financial
Massachusetts
$233K -$73.8K -2,160 -25%
CI
87
CX Institutional
Indiana
$232K -$12.1K -354 -5%
SFM
88
Signet Financial Management
New Jersey
$226K
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$211K
EWA
90
EP Wealth Advisors
California
$107K +$102K +2,980 New
Bessemer Group
91
Bessemer Group
New Jersey
$105K
FFA
92
Farther Finance Advisors
California
$92.8K
SPIA
93
Steward Partners Investment Advisory
New York
$82.7K +$2.36K +69 +3%
UB
94
UMB Bank
Missouri
$78.7K -$34.1K -998 -31%
GWS
95
Greykasell Wealth Strategies
California
$66.1K
Comerica Bank
96
Comerica Bank
Texas
$66.1K -$41K -1,199 -40%
HI
97
Harbour Investments
Wisconsin
$65.9K +$10.6K +311 +20%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$49.5K +$7.01K +205 +18%
AIP
99
Ameritas Investment Partners
Nebraska
$43.6K
PA
100
Parallel Advisors
California
$36.7K +$5.64K +165 +19%

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.