Nuveen ESG Mid-Cap Value ETF
NUMV
101 hedge funds and large institutions have $253M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 33 reducing their positions, and 10 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 33
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.03% less ownership
Funds ownership: 81.43% → 80.4% (-1%)
4% less funds holding
Funds holding: 105 → 101 (-4)
6% less capital invested
Capital invested by funds: $270M → $253M (-$17.5M)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$991K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$934K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$837K |
| 4 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$781K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$1.49M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.41M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$1.33M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$983K |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$796K |
NUMV Hedge Fund Activity: Q3 2023 in Review
101 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q3 2023, worth a combined $253M — down 6.5% from $270M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NUMV and 8 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 38 added.
The largest buyer was Creative Planning, adding an estimated $991K. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $1.49M sold.
- 101 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q3 2023, down from 105 in Q2 2023.
- Funds reported $253M of Nuveen ESG Mid-Cap Value ETF stock for Q3 2023, down 6.5% quarter-over-quarter.
- 8 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q3 2023 and 10 closed out, a net change of -2 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q3 2023 was Creative Planning, an estimated $991K added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q3 2023 was Koss-Olinger Consulting, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2023.