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Nuveen ESG Mid-Cap Value ETF

115 hedge funds and large institutions have $281M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 39

0% more funds holding

Funds holding: 115115 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less capital invested

Capital invested by funds: $317M → $281M (-$35.6M)

13.62% less ownership

Funds ownership: 93.95%80.33% (-14%)

Holders
115
Holders Change
Holders Change %
0%
% 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
11
Increased
40
Reduced
39
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Crewe Advisors
Utah
$14.1K +$414 +13 +3%
Citigroup
102
Citigroup
New York
$13K -$3.18K -100 -21%
Fidelity Investments
103
Fidelity Investments
Massachusetts
$13K -$5.28K -166 -30%
BGAI
104
Bruce G. Allen Investments
Colorado
$12.7K
AF
105
Advisornet Financial
Minnesota
$11.2K -$796 -25 -7%
AGWCA
106
Annis Gardner Whiting Capital Advisors
Florida
$6.36K
DIP
107
DT Investment Partners
Pennsylvania
$6.19K +$255 +8 +5%
AF
108
Allworth Financial
California
$5.88K -$64 -2 -1%
NP
109
NorthRock Partners
Minnesota
$1.88K
GRP
110
Global Retirement Partners
California
$1.71K
DFA
111
DHJJ Financial Advisors
Illinois
$1.19K -$764 -24 -41%
IA
112
IFP Advisors
Florida
$1.04K -$1.97K -62 -67%
NS
113
NBC Securities
Alabama
$1K +$159 +5 +11%
SC
114
SouthState Corp
Florida
$684 +$637 +20 New
MIM
115
Macroview Investment Management
Maryland
$277
Citadel Advisors
116
Citadel Advisors
Florida
-$1.2M -38,190 Closed
NYLIM
117
New York Life Investment Management
New York
-$470K -14,913 Closed
EWA
118
EP Wealth Advisors
California
-$430K -13,642 Closed
CFS
119
CGC Financial Services
Oregon
-$231K -7,333 Closed
EH
120
Equitable Holdings
New York
-$220K -6,966 Closed
ASN
121
Advisory Services Network
Georgia
-$56.2K -1,783 Closed
US Bancorp
122
US Bancorp
Minnesota
-$45K -1,428 Closed
BTI
123
Blue Trust Inc
Georgia
-$15K -520 Closed
CWA
124
Carolina Wealth Advisors
South Carolina
-$1.14K -36 Closed

NUMV Hedge Fund Activity: Q1 2024 in Review

115 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q1 2024, worth a combined $281M — down 11% from $317M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NUMV positions and 9 closed out — a net gain of 2 holders — while 40 added to existing stakes and 39 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.24M. The largest seller was Morgan Stanley, cutting an estimated $39.9M.

  • 115 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $281M of Nuveen ESG Mid-Cap Value ETF stock for Q1 2024, down 11% quarter-over-quarter.
  • 11 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q1 2024 and 9 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Mid-Cap Value ETF buyer in Q1 2024 was Cetera Advisors, an estimated $1.24M added.
  • The largest Nuveen ESG Mid-Cap Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2024.