Nuveen ESG Mid-Cap Value ETF
NUMV
58 hedge funds and large institutions have $154M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 8
23% more funds holding
Funds holding: 47 → 58 (+11)
22% more capital invested
Capital invested by funds: $126M → $154M (+$27.6M)
3.8% less ownership
Funds ownership: 80.89% → 77.09% (-3.8%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.44M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.35M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$878K |
| 4 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$818K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$626K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1M |
| 2 |
Goldman Sachs
New York
|
-$722K |
| 3 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$389K |
| 4 |
WI
WrapManager Inc
Mill Valley,
California
|
-$342K |
| 5 |
LPL Financial
San Diego,
California
|
-$335K |
NUMV Hedge Fund Activity: Q1 2021 in Review
58 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q1 2021, worth a combined $154M — up 22% from $126M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new NUMV positions and 2 closed out — a net gain of 12 holders — while 24 added to existing stakes and 8 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.44M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1M sold.
- 58 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q1 2021, up from 47 in Q4 2020.
- Funds reported $154M of Nuveen ESG Mid-Cap Value ETF stock for Q1 2021, up 22% quarter-over-quarter.
- 14 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q1 2021 and 2 closed out, a net change of +12 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q1 2021 was Morgan Stanley, an estimated $1.44M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1M sold.
Based on aggregated 13F filings for Q1 2021.