Nuveen ESG Mid-Cap Value ETF
NUMV
37 hedge funds and large institutions have $33.1M invested in Nuveen ESG Mid-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
9% more funds holding
Funds holding: 34 → 37 (+3)
8.09% less ownership
Funds ownership: 72.41% → 64.32% (-8.1%)
25% less capital invested
Capital invested by funds: $44.2M → $33.1M (-$11.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$5.56M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$475K |
| 3 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$337K |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$286K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$18.9M |
| 2 |
Jane Street
New York
|
-$600K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$204K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$170K |
| 5 |
WT
Whittier Trust
South Pasadena,
California
|
-$119K |
NUMV Hedge Fund Activity: Q4 2019 in Review
37 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q4 2019, worth a combined $33.1M — down 25% from $44.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NUMV positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 7 trimmed.
The largest buyer was TIAA FSB, adding an estimated $5.56M. The largest seller was Nuveen, exiting entirely with an estimated $18.9M sold.
- 37 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q4 2019, up from 34 in Q3 2019.
- Funds reported $33.1M of Nuveen ESG Mid-Cap Value ETF stock for Q4 2019, down 25% quarter-over-quarter.
- 7 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q4 2019 and 3 closed out, a net change of +4 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q4 2019 was TIAA FSB, an estimated $5.56M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q4 2019 was Nuveen, an estimated $18.9M sold.
Based on aggregated 13F filings for Q4 2019.