Nuveen ESG Mid-Cap Value ETF
NUMV
74 hedge funds and large institutions have $179M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
260% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 10
28% more funds holding
Funds holding: 58 → 74 (+16)
16% more capital invested
Capital invested by funds: $154M → $179M (+$24.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.84% less ownership
Funds ownership: 77.09% → 72.24% (-4.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$4.32M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.14M |
| 3 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$1.75M |
| 4 |
Morgan Stanley
New York
|
+$1.43M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$2.82M |
| 2 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
-$922K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$665K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$589K |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
-$410K |
NUMV Hedge Fund Activity: Q2 2021 in Review
74 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q2 2021, worth a combined $179M — up 16% from $154M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new NUMV positions and 2 closed out — a net gain of 17 holders — while 36 added to existing stakes and 10 trimmed.
The largest buyer was TIAA FSB, adding an estimated $4.32M. The largest seller was Creative Planning, exiting entirely with an estimated $2.82M sold.
- 74 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q2 2021, up from 58 in Q1 2021.
- Funds reported $179M of Nuveen ESG Mid-Cap Value ETF stock for Q2 2021, up 16% quarter-over-quarter.
- 19 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q2 2021 and 2 closed out, a net change of +17 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q2 2021 was TIAA FSB, an estimated $4.32M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q2 2021 was Creative Planning, an estimated $2.82M sold.
Based on aggregated 13F filings for Q2 2021.