Nuveen ESG Mid-Cap Value ETF
NUMV
97 hedge funds and large institutions have $223M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 8 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 21
3.65% more ownership
Funds ownership: 93.24% → 96.89% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 98 → 97 (-1)
12% less capital invested
Capital invested by funds: $252M → $223M (-$29.3M)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.56M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.07M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.53M |
| 4 |
Morgan Stanley
New York
|
+$1.34M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$5.5M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.55M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$872K |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$581K |
| 5 |
Jane Street
New York
|
-$459K |
NUMV Hedge Fund Activity: Q2 2022 in Review
97 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q2 2022, worth a combined $223M — down 12% from $252M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of NUMV and 7 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 49 added.
The largest buyer was Raymond James & Associates, adding an estimated $3.56M. The largest seller was TIAA FSB, cutting an estimated $5.5M.
- 97 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q2 2022, down from 98 in Q1 2022.
- Funds reported $223M of Nuveen ESG Mid-Cap Value ETF stock for Q2 2022, down 12% quarter-over-quarter.
- 7 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q2 2022 and 8 closed out, a net change of -1 holder.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q2 2022 was Raymond James & Associates, an estimated $3.56M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q2 2022 was TIAA FSB, an estimated $5.5M sold.
Based on aggregated 13F filings for Q2 2022.