Nuveen ESG Mid-Cap Value ETF
NUMV
105 hedge funds and large institutions have $270M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 9 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 37
6% more capital invested
Capital invested by funds: $254M → $270M (+$16.1M)
2.93% more ownership
Funds ownership: 78.49% → 81.43% (+2.9%)
5% less funds holding
Funds holding: 110 → 105 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.1M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$2.67M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.42M |
| 4 |
RCG
Regatta Capital Group
El Segundo,
California
|
+$968K |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$837K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$4.7M |
| 2 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$4.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.85M |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$1.43M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.25M |
NUMV Hedge Fund Activity: Q2 2023 in Review
105 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q2 2023, worth a combined $270M — up 6.3% from $254M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NUMV and 5 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 44 added.
The largest buyer was Morgan Stanley, adding an estimated $14.1M. The largest seller was TIAA FSB, cutting an estimated $4.7M.
- 105 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q2 2023, down from 110 in Q1 2023.
- Funds reported $270M of Nuveen ESG Mid-Cap Value ETF stock for Q2 2023, up 6.3% quarter-over-quarter.
- 5 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q2 2023 and 9 closed out, a net change of -4 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q2 2023 was Morgan Stanley, an estimated $14.1M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q2 2023 was TIAA FSB, an estimated $4.7M sold.
Based on aggregated 13F filings for Q2 2023.