Nuveen ESG Mid-Cap Value ETF
NUMV
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.
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: 1 → 1 (0)
1.63% less ownership
Funds ownership: 82.24% → 80.61% (-1.6%)
2% less funds holding
Funds holding: 129 → 126 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$1.32M |
| 2 |
Morgan Stanley
New York
|
+$1.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$927K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$698K |
| 5 |
LPL Financial
San Diego,
California
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$7.32M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.45M |
| 3 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$982K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$687K |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$596K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OSAM
126
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $505 | – | – | – |
|
|
EWA
127
ERTS Wealth Advisors
Marquette,
Michigan
| – | -$233K | -6,800 | Closed |
|
128
Mercer Global Advisors
Denver,
Colorado
| – | -$225K | -6,572 | Closed |
|
|
MFA
129
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$168K | -4,919 | Closed |
|
|
SFGP
130
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| – | -$122K | -3,575 | Closed |
|
|
MIM
131
Marshall Investment Management
Littleton,
Colorado
| – | -$81.7K | -2,389 | Closed |
|
|
PTC
132
Private Trust Company
Cleveland,
Ohio
| – | -$64K | -1,870 | Closed |
|
133
US Bancorp
Minneapolis,
Minnesota
| – | -$30.2K | -884 | Closed |
|
|
AWM
134
AE Wealth Management
Topeka,
Kansas
| – | -$3.49K | -102 | Closed |
|
|
MA
135
MCF Advisors
Covington,
Kentucky
| – | -$3.18K | -93 | Closed |
|
|
NP
136
NorthRock Partners
Minneapolis,
Minnesota
| – | -$1.92K | -56 | Closed |
|
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.