Nuveen ESG Mid-Cap Value ETF
NUMV
107 hedge funds and large institutions have $251M invested in Nuveen ESG Mid-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 19 reducing their positions, and 6 closing their positions.
205% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 19
200% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 6
17% more capital invested
Capital invested by funds: $215M → $251M (+$36.6M)
8% more funds holding
Funds holding: 99 → 107 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22.29% less ownership
Funds ownership: 100.71% → 78.43% (-22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11M |
| 2 |
PWA
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
+$3.06M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.97M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
+$1.95M |
| 5 |
Morgan Stanley
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$992K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$717K |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$608K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$595K |
| 5 |
OCM
One Capital Management
Westlake Village,
California
|
-$592K |
NUMV Hedge Fund Activity: Q4 2022 in Review
107 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q4 2022, worth a combined $251M — up 17% from $215M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NUMV positions and 6 closed out — a net gain of 12 holders — while 58 added to existing stakes and 19 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $11M. The largest seller was Envestnet Asset Management, cutting an estimated $992K.
- 107 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q4 2022, up from 99 in Q3 2022.
- Funds reported $251M of Nuveen ESG Mid-Cap Value ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 18 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q4 2022 and 6 closed out, a net change of +12 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q4 2022 was Royal Bank of Canada, an estimated $11M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $992K sold.
Based on aggregated 13F filings for Q4 2022.