Nuveen ESG Mid-Cap Value ETF
NUMV
83 hedge funds and large institutions have $194M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
257% more capital inflows, than outflows
Capital inflows: $21.9M | Capital outflows: $6.15M
133% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 15
12% more funds holding
Funds holding: 74 → 83 (+9)
3.54% more ownership
Funds ownership: 72.24% → 75.79% (+3.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$3.69M |
| 2 |
TIAA FSB
Jacksonville,
Florida
|
+$3.65M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.91M |
| 4 |
Morgan Stanley
New York
|
+$1.61M |
| 5 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.01M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$861K |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$836K |
| 4 |
Flow Traders U.S.
New York
|
-$601K |
| 5 |
Fiduciary Trust
Boston,
Massachusetts
|
-$594K |
NUMV Hedge Fund Activity: Q3 2021 in Review
83 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q3 2021, worth a combined $194M — up 8.8% from $179M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new NUMV positions and 3 closed out — a net gain of 10 holders — while 35 added to existing stakes and 15 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $3.69M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.01M sold.
- 83 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q3 2021, up from 74 in Q2 2021.
- Funds reported $194M of Nuveen ESG Mid-Cap Value ETF stock for Q3 2021, up 8.8% quarter-over-quarter.
- 13 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q3 2021 and 3 closed out, a net change of +10 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q3 2021 was Creative Planning, an estimated $3.69M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q3 2021 was Citadel Advisors, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2021.