Nuveen ESG Mid-Cap Value ETF
NUMV
39 hedge funds and large institutions have $86.7M invested in Nuveen ESG Mid-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 6 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
18% more capital invested
Capital invested by funds: $73.5M → $86.7M (+$13.1M)
1.48% more ownership
Funds ownership: 73.84% → 75.32% (+1.5%)
3% less funds holding
Funds holding: 40 → 39 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$7.48M |
| 2 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$404K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$314K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$209K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$483K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$219K |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
-$127K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$79K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$30K |
NUMV Hedge Fund Activity: Q3 2020 in Review
39 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q3 2020, worth a combined $86.7M — up 18% from $73.5M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of NUMV and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 16 added.
The largest buyer was TIAA FSB, adding an estimated $7.48M. The largest seller was EP Wealth Advisors, cutting an estimated $483K.
- 39 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q3 2020, down from 40 in Q2 2020.
- Funds reported $86.7M of Nuveen ESG Mid-Cap Value ETF stock for Q3 2020, up 18% quarter-over-quarter.
- 5 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q3 2020 and 6 closed out, a net change of -1 holder.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q3 2020 was TIAA FSB, an estimated $7.48M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q3 2020 was EP Wealth Advisors, an estimated $483K sold.
Based on aggregated 13F filings for Q3 2020.