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Nuveen ESG Mid-Cap Value ETF

19 hedge funds and large institutions have $33.9M invested in Nuveen ESG Mid-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

3.4% less ownership

Funds ownership: 84.68%81.27% (-3.4%)

10% less funds holding

Funds holding: 2119 (-2)

16% less capital invested

Capital invested by funds: $40.1M → $33.9M (-$6.23M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change

NUMV Hedge Fund Activity: Q4 2018 in Review

19 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q4 2018, worth a combined $33.9M — down 16% from $40.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NUMV and 4 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 6 added.

The largest buyer was UBS Group, adding an estimated $535K. The largest seller was Jane Street, exiting entirely with an estimated $283K sold.

  • 19 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q4 2018, down from 21 in Q3 2018.
  • Funds reported $33.9M of Nuveen ESG Mid-Cap Value ETF stock for Q4 2018, down 16% quarter-over-quarter.
  • 4 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q4 2018 and 5 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Mid-Cap Value ETF buyer in Q4 2018 was UBS Group, an estimated $535K added.
  • The largest Nuveen ESG Mid-Cap Value ETF seller in Q4 2018 was Jane Street, an estimated $283K sold.

Based on aggregated 13F filings for Q4 2018.