Nuveen ESG Mid-Cap Value ETF
NUMV
110 hedge funds and large institutions have $254M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 4 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 20
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
3% more funds holding
Funds holding: 107 → 110 (+3)
1% more capital invested
Capital invested by funds: $251M → $254M (+$2.69M)
0.07% more ownership
Funds ownership: 78.43% → 78.49% (+0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.84M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$2.63M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.29M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$960K |
| 5 |
LPL Financial
San Diego,
California
|
+$937K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWA
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
-$2.95M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.79M |
| 3 |
Morgan Stanley
New York
|
-$2.06M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$731K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$549K |
NUMV Hedge Fund Activity: Q1 2023 in Review
110 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q1 2023, worth a combined $254M — up 1.1% from $251M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NUMV positions and 4 closed out — a net gain of 4 holders — while 55 added to existing stakes and 20 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $4.84M. The largest seller was Phoenix Wealth Advisors, exiting entirely with an estimated $2.95M sold.
- 110 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q1 2023, up from 107 in Q4 2022.
- Funds reported $254M of Nuveen ESG Mid-Cap Value ETF stock for Q1 2023, up 1.1% quarter-over-quarter.
- 8 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q1 2023 and 4 closed out, a net change of +4 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q1 2023 was Royal Bank of Canada, an estimated $4.84M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q1 2023 was Phoenix Wealth Advisors, an estimated $2.95M sold.
Based on aggregated 13F filings for Q1 2023.