Nuveen ESG Mid-Cap Value ETF
NUMV
86 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 14 closing their positions.
320% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 10
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
11% more capital invested
Capital invested by funds: $194M → $215M (+$20.7M)
4% more funds holding
Funds holding: 83 → 86 (+3)
0.63% more ownership
Funds ownership: 75.79% → 76.41% (+0.63%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.68M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$3.25M |
| 3 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$2.55M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.8M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIM
Seaview Investment Managers
Miami,
Florida
|
-$1.21M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$1.14M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
-$1.08M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$728K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$551K |
NUMV Hedge Fund Activity: Q4 2021 in Review
86 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q4 2021, worth a combined $215M — up 11% from $194M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NUMV positions and 14 closed out — a net gain of 4 holders — while 42 added to existing stakes and 10 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.68M. The largest seller was Seaview Investment Managers, exiting entirely with an estimated $1.21M sold.
- 86 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q4 2021, up from 83 in Q3 2021.
- Funds reported $215M of Nuveen ESG Mid-Cap Value ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 18 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q4 2021 and 14 closed out, a net change of +4 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q4 2021 was Morgan Stanley, an estimated $3.68M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q4 2021 was Seaview Investment Managers, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2021.