Nuveen ESG Mid-Cap Value ETF
NUMV
25 hedge funds and large institutions have $41.8M invested in Nuveen ESG Mid-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
32% more funds holding
Funds holding: 19 → 25 (+6)
23% more capital invested
Capital invested by funds: $33.9M → $41.8M (+$7.91M)
0.61% less ownership
Funds ownership: 81.27% → 80.66% (-0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$1.7M |
| 2 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$941K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$593K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$517K |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$486K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$1.34M |
| 2 |
CNBT
Canandaigua National Bank & Trust
Canandaigua,
New York
|
-$422K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$392K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$85.8K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$19K |
NUMV Hedge Fund Activity: Q1 2019 in Review
25 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q1 2019, worth a combined $41.8M — up 23% from $33.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NUMV positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $1.7M. The largest seller was Nuveen, cutting an estimated $1.34M.
- 25 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q1 2019, up from 19 in Q4 2018.
- Funds reported $41.8M of Nuveen ESG Mid-Cap Value ETF stock for Q1 2019, up 23% quarter-over-quarter.
- 8 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q1 2019 and 2 closed out, a net change of +6 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q1 2019 was Creative Planning, an estimated $1.7M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q1 2019 was Nuveen, an estimated $1.34M sold.
Based on aggregated 13F filings for Q1 2019.