Nuveen ESG Mid-Cap Value ETF
NUMV
116 hedge funds and large institutions have $277M invested in Nuveen ESG Mid-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 42 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
15% more funds holding
Funds holding: 101 → 116 (+15)
10% more capital invested
Capital invested by funds: $253M → $277M (+$24M)
1.6% more ownership
Funds ownership: 80.4% → 81.99% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.37M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$1.59M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.47M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.31M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$8.16M |
| 2 |
WI
WrapManager Inc
Mill Valley,
California
|
-$3.02M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.07M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$811K |
| 5 |
LPL Financial
San Diego,
California
|
-$759K |
NUMV Hedge Fund Activity: Q4 2023 in Review
116 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q4 2023, worth a combined $277M — up 9.5% from $253M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new NUMV positions and 3 closed out — a net gain of 16 holders — while 41 added to existing stakes and 42 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.37M. The largest seller was TIAA Trust, National Association, cutting an estimated $8.16M.
- 116 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q4 2023, up from 101 in Q3 2023.
- Funds reported $277M of Nuveen ESG Mid-Cap Value ETF stock for Q4 2023, up 9.5% quarter-over-quarter.
- 19 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q4 2023 and 3 closed out, a net change of +16 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $2.37M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q4 2023 was TIAA Trust, National Association, an estimated $8.16M sold.
Based on aggregated 13F filings for Q4 2023.