Nuveen ESG Mid-Cap Value ETF
NUMV
98 hedge funds and large institutions have $252M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 55 increasing their positions, 9 reducing their positions, and 5 closing their positions.
511% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 9
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
17% more capital invested
Capital invested by funds: $215M → $252M (+$36.8M)
16.83% more ownership
Funds ownership: 76.41% → 93.24% (+17%)
14% more funds holding
Funds holding: 86 → 98 (+12)
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
|
+$15.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.97M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.36M |
| 4 |
Bank of New York Mellon
New York
|
+$2.62M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$3.16M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$621K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$224K |
| 4 |
APA
Astoria Portfolio Advisors
New York
|
-$217K |
| 5 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
-$210K |
NUMV Hedge Fund Activity: Q1 2022 in Review
98 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q1 2022, worth a combined $252M — up 17% from $215M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NUMV positions and 5 closed out — a net gain of 12 holders — while 55 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.7M. The largest seller was Financial Advocates Investment Management, exiting entirely with an estimated $3.16M sold.
- 98 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q1 2022, up from 86 in Q4 2021.
- Funds reported $252M of Nuveen ESG Mid-Cap Value ETF stock for Q1 2022, up 17% quarter-over-quarter.
- 17 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q1 2022 and 5 closed out, a net change of +12 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q1 2022 was Morgan Stanley, an estimated $15.7M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q1 2022 was Financial Advocates Investment Management, an estimated $3.16M sold.
Based on aggregated 13F filings for Q1 2022.