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Nuveen ESG Mid-Cap Value ETF

11 hedge funds and large institutions have $3.1M invested in Nuveen ESG Mid-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

22% more funds holding

Funds holding: 911 (+2)

89.76% less ownership

Funds ownership: 97.2%7.44% (-90%)

92% less capital invested

Capital invested by funds: $37M → $3.1M (-$33.9M)

Holders
11
Holders Change
+2
Holders Change %
+22.22%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change

NUMV Hedge Fund Activity: Q1 2018 in Review

11 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q1 2018, worth a combined $3.1M — down 92% from $37M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NUMV positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $866K. The largest seller was Teachers Insurance & Annuity Association of America, exiting entirely with an estimated $35.3M sold.

  • 11 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q1 2018, up from 9 in Q4 2017.
  • Funds reported $3.1M of Nuveen ESG Mid-Cap Value ETF stock for Q1 2018, down 92% quarter-over-quarter.
  • 5 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Mid-Cap Value ETF buyer in Q1 2018 was UBS Group, an estimated $866K added.
  • The largest Nuveen ESG Mid-Cap Value ETF seller in Q1 2018 was Teachers Insurance & Annuity Association of America, an estimated $35.3M sold.

Based on aggregated 13F filings for Q1 2018.