Nuveen ESG Mid-Cap Value ETF
NUMV
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.
1,200% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 2
43% more capital invested
Capital invested by funds: $33.1M → $47.3M (+$14.2M)
13.5% more ownership
Funds ownership: 64.32% → 77.82% (+14%)
8% less funds holding
Funds holding: 37 → 34 (-3)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$27.7M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.01M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$984K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$929K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$598K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$1.1M |
| 2 |
SPIA
Strategic Point Investment Advisors
Providence,
Rhode Island
|
-$789K |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$729K |
| 4 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$217K |
| 5 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$110K |
NUMV Hedge Fund Activity: Q1 2020 in Review
34 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q1 2020, worth a combined $47.3M — up 43% from $33.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of NUMV and 3 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 26 added.
The largest buyer was TIAA FSB, adding an estimated $27.7M. The largest seller was Creative Planning, cutting an estimated $1.1M.
- 34 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q1 2020, down from 37 in Q4 2019.
- Funds reported $47.3M of Nuveen ESG Mid-Cap Value ETF stock for Q1 2020, up 43% quarter-over-quarter.
- 3 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q1 2020 and 4 closed out, a net change of -1 holder.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q1 2020 was TIAA FSB, an estimated $27.7M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q1 2020 was Creative Planning, an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2020.