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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
PS
101
Principal Securities
Iowa
$31.3K
CWP
102
Concord Wealth Partners
Virginia
$29.6K -$89.3K -2,613 -76%
UFAC
103
Urban Financial Advisory Corp
Illinois
$24.6K
IWP
104
IAG Wealth Partners
Wisconsin
$22.9K
MCM
105
MAI Capital Management
Ohio
$19.1K +$273 +8 +2%
MEG
106
Millstone Evans Group
Colorado
$18.7K
CIA
107
Cape Investment Advisory
Georgia
$18K
ACA
108
Aptus Capital Advisors
Alabama
$16.8K
CAM
109
Clarity Asset Management
Iowa
$14.6K
CA
110
Crewe Advisors
Utah
$14.5K
Citigroup
111
Citigroup
New York
$13.7K
BGAI
112
Bruce G. Allen Investments
Colorado
$13.3K
HAP
113
Harbor Asset Planning
Massachusetts
$11.5K +$10.9K +318 New
AF
114
Advisornet Financial
Minnesota
$9.34K
AF
115
Allworth Financial
California
$9.23K
AGWCA
116
Annis Gardner Whiting Capital Advisors
Florida
$8.51K +$308 +9 +4%
IA
117
IFP Advisors
Florida
$7.82K +$3.76K +110 +103%
GRP
118
Global Retirement Partners
California
$6.99K +$6.63K +194 New
DIP
119
DT Investment Partners
Pennsylvania
$6.31K -$1.09K -32 -15%
EWA
120
EverSource Wealth Advisors
Alabama
$2.45K
GWSG
121
GPS Wealth Strategies Group
Colorado
$2.2K
RF
122
Rossby Financial
Florida
$2.2K
NS
123
NBC Securities
Alabama
$2K
DFA
124
DHJJ Financial Advisors
Illinois
$1.27K
SC
125
SouthState Corp
Florida
$613

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.