Nuveen ESG Mid-Cap Value ETF
NUMV
26 hedge funds and large institutions have $40.7M invested in Nuveen ESG Mid-Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 3 closing their positions.
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 25 → 26 (+1)
3% less capital invested
Capital invested by funds: $41.8M → $40.7M (-$1.08M)
10.89% less ownership
Funds ownership: 80.66% → 69.77% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$1.53M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$634K |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
+$562K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$335K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$5.58M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$633K |
| 3 |
Jane Street
New York
|
-$266K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$44K |
| 5 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$7.75K |
NUMV Hedge Fund Activity: Q2 2019 in Review
26 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q2 2019, worth a combined $40.7M — down 2.6% from $41.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NUMV positions and 3 closed out — a net gain of 1 holder — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Creative Planning, adding an estimated $1.53M. The largest seller was Nuveen, cutting an estimated $5.58M.
- 26 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q2 2019, up from 25 in Q1 2019.
- Funds reported $40.7M of Nuveen ESG Mid-Cap Value ETF stock for Q2 2019, down 2.6% quarter-over-quarter.
- 4 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q2 2019 and 3 closed out, a net change of +1 holder.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q2 2019 was Creative Planning, an estimated $1.53M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q2 2019 was Nuveen, an estimated $5.58M sold.
Based on aggregated 13F filings for Q2 2019.