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Nuveen ESG Mid-Cap Value ETF
NUMV
NUMV
101 hedge funds and large institutions have $253M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
15% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 33
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.03% less ownership
Funds ownership: 81.43% → 80.4% (-1%)
4% less funds holding
Funds holding: 105 → 101 (-4)
6% less capital invested
Capital invested by funds: $270M → $253M (-$17.5M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
38
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$1.49M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.41M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$1.33M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$983K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$796K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MIM
101
Macroview Investment Management
Bethesda,
Maryland
| $226 | – | – | – |
|
|
KOC
102
Koss-Olinger Consulting
Gainesville,
Florida
| – | -$1.49M | -50,120 | Closed |
|
103
Citadel Advisors
Miami,
Florida
| – | -$699K | -23,580 | Closed |
|
|
RSWM
104
Robertson Stephens Wealth Management
San Francisco,
California
| – | -$385K | -13,000 | Closed |
|
|
ASN
105
Advisory Services Network
Atlanta,
Georgia
| – | -$271K | -9,140 | Closed |
|
106
Baird Financial Group
Milwaukee,
Wisconsin
| – | -$230K | -7,777 | Closed |
|
107
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$220K | -7,440 | Closed |
|
|
AA
108
Aire Advisors
Beverly Hills,
California
| – | -$209K | -7,067 | Closed |
|
|
LSPW
109
Lake Street Private Wealth
Chicago,
Illinois
| – | -$207K | -6,974 | Closed |
|
|
IGWM
110
ICA Group Wealth Management
Denver,
Colorado
| – | -$18.6K | -628 | Closed |
|