Nuveen ESG Mid-Cap Value ETF
NUMV
115 hedge funds and large institutions have $281M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 10 closing their positions.
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
8% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 38
2% more capital invested
Capital invested by funds: $277M → $281M (+$4.78M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 116 → 115 (-1)
1.66% less ownership
Funds ownership: 81.99% → 80.33% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.24M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$1.15M |
| 3 |
Morgan Stanley
New York
|
+$1.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$864K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$852K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$17M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$2.81M |
| 3 |
RCG
Regatta Capital Group
El Segundo,
California
|
-$1.69M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.66M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.2M |
NUMV Hedge Fund Activity: Q1 2024 in Review
115 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q1 2024, worth a combined $281M — up 1.7% from $277M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NUMV positions and 10 closed out — a net gain of 1 holder — while 41 added to existing stakes and 38 trimmed.
The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.24M. The largest seller was TIAA Trust, National Association, cutting an estimated $17M.
- 115 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q1 2024, down from 116 in Q4 2023.
- Funds reported $281M of Nuveen ESG Mid-Cap Value ETF stock for Q1 2024, up 1.7% quarter-over-quarter.
- 11 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q1 2024 and 10 closed out, a net change of +1 holder.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q1 2024 was Cetera Advisors, an estimated $1.24M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q1 2024 was TIAA Trust, National Association, an estimated $17M sold.
Based on aggregated 13F filings for Q1 2024.