NUMV icon

Nuveen ESG Mid-Cap Value ETF
NUMV

Overview Fund Activity

34 hedge funds and large institutions have $47.3M invested in Nuveen ESG Mid-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 26 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
26
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$30.8M
2
TRCT
2
Tower Research Capital (TRC)
New York
$908K
3
Bank of America
3
Bank of America
North Carolina
$1.3M
4
UBS Group
4
UBS Group
Switzerland
$2.89M
5
EWA
5
EP Wealth Advisors
California
$641K

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$1.64M
2
SPIA
2
Strategic Point Investment Advisors
Rhode Island
$0
3
APP
3
Avantax Planning Partners
Iowa
$0
4
SFO
4
Stokes Family Office
Louisiana
$0
5
RFWA
5
RPg Family Wealth Advisory
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$30.8M 1,526,097 +1,026,310 +205%
UBS Group
2
UBS Group
Switzerland
$2.89M 143,223 +34,442 +32%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
– – – –
Creative Planning
4
Creative Planning
Kansas
$1.64M 81,016 -40,634 -33%
Bank of America
5
Bank of America
North Carolina
$1.3M 64,412 +36,504 +131%
FT
6
Fiduciary Trust
Massachusetts
$1.27M 62,698 +7,052 +13%
TRCT
7
Tower Research Capital (TRC)
New York
$908K 44,968 +37,507 +503%
Jane Street
8
Jane Street
New York
$760K 37,656 +17,677 +88%
EWA
9
EP Wealth Advisors
California
$641K 31,756 +22,184 +232%
EWM
10
Empirical Wealth Management
Washington
$586K 29,023 +17,727 +157%
BWM
11
Baystate Wealth Management
Massachusetts
$563K 27,892 +5,080 +22%
Goldman Sachs
12
Goldman Sachs
New York
$485K 24,000 – –
LPL Financial
13
LPL Financial
California
$463K 22,948 +3,329 +17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$444K 22,032 +7,399 +51%
BPA
15
Beacon Pointe Advisors
California
$329K 16,379 +16,379 New
PA
16
Paracle Advisors
Washington
$306K 15,158 +3,978 +36%
WT
17
Whittier Trust
California
$290K 14,409 +1,409 +11%
HA
18
Harborview Advisors
Maine
$244K 12,076 +16 +0.1%
CCM
19
Colorado Capital Management
Colorado
$241K 11,952 +11,952 New
AIP
20
Ameritas Investment Partners
Nebraska
$234K 11,622 +515 +5%
Osaic Holdings
21
Osaic Holdings
Arizona
$221K 10,892 +10,892 New
CI
22
CX Institutional
Indiana
$190K 9,408 +7,718 +457%
SFS
23
Sowell Financial Services
Arkansas
$183K 9,067 -861 -9%
CTC
24
Central Trust Company
Missouri
$110K 5,451 +4,104 +305%
IA
25
IFP Advisors
Florida
$84K 4,058 +448 +12%
1
2