Nuveen ESG Mid-Cap Value ETF
NUMV
99 hedge funds and large institutions have $215M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 8 closing their positions.
120% more capital inflows, than outflows
Capital inflows: $19.4M | Capital outflows: $8.79M
109% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 23
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
3.82% more ownership
Funds ownership: 96.89% → 100.71% (+3.8%)
2% more funds holding
Funds holding: 97 → 99 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James & Associates
St Petersburg,
Florida
|
+$2.5M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$1.64M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.55M |
| 4 |
Lido Advisors
Los Angeles,
California
|
+$1.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.12M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.8M |
| 3 |
RWA Wealth Partners
Newton,
Massachusetts
|
-$1.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$726K |
| 5 |
Bank of New York Mellon
New York
|
-$474K |
NUMV Hedge Fund Activity: Q3 2022 in Review
99 of the 5,831 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q3 2022, worth a combined $215M — down 3.6% from $223M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new NUMV positions and 8 closed out — a net gain of 4 holders — while 48 added to existing stakes and 23 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $2.5M. The largest seller was Envestnet Asset Management, cutting an estimated $2.12M.
- 99 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q3 2022, up from 97 in Q2 2022.
- Funds reported $215M of Nuveen ESG Mid-Cap Value ETF stock for Q3 2022, down 3.6% quarter-over-quarter.
- 12 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q3 2022 and 8 closed out, a net change of +4 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q3 2022 was Raymond James & Associates, an estimated $2.5M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $2.12M sold.
Based on aggregated 13F filings for Q3 2022.