NUMV icon

Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $324M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

Holders
126
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
AF
76
Abound Financial
California
$304K
ISFAN
77
Investor's Fiduciary Advisor Network
Washington
$299K
MML Investors Services
78
MML Investors Services
Massachusetts
$283K
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$282K
AssetMark Inc
80
AssetMark Inc
California
$275K
ML
81
McAdam LLC
Pennsylvania
$268K
CI
82
CX Institutional
Indiana
$267K
VA
83
VestGen Advisors
Illinois
$262K
SHF
84
Stage Harbor Financial
Massachusetts
$250K
SFM
85
Signet Financial Management
New Jersey
$243K
IAG
86
Ipsen Advisor Group
Arkansas
$235K
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$227K
FHA
88
Flagship Harbor Advisors
Massachusetts
$208K
IFWM
89
Institute for Wealth Management
Colorado
$207K
HighTower Advisors
90
HighTower Advisors
Illinois
$206K
FFA
91
Farther Finance Advisors
California
$180K
SPIA
92
Steward Partners Investment Advisory
New York
$98.7K
UB
93
UMB Bank
Missouri
$84.5K
HI
94
Harbour Investments
Wisconsin
$72.7K
GWS
95
Greykasell Wealth Strategies
California
$71K
Comerica Bank
96
Comerica Bank
Texas
$68.2K
Fidelity Investments
97
Fidelity Investments
Massachusetts
$52.4K
AIP
98
Ameritas Investment Partners
Nebraska
$45.2K
MNA
99
Manning & Napier Advisors
New York
$36.3K
PS
100
Principal Securities
Iowa
$35.9K