NUMV icon

Nuveen ESG Mid-Cap Value ETF
NUMV

Overview Fund Activity

115 hedge funds and large institutions have $265M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
–
Holders Change %
0%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
40
Reduced
37
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CNBT
1
Canandaigua National Bank & Trust
New York
$2.03M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18.7M
3
LPL Financial
3
LPL Financial
California
$12M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.03M
5
BPA
5
Beacon Pointe Advisors
California
$4.87M

Top Sellers

1
MFA
1
McClarren Financial Advisors
Pennsylvania
$159K
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$46.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$39.3M
4
UBS Group
4
UBS Group
Switzerland
$8.69M
5
ITB
5
Idaho Trust Bank
Idaho
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$46.2M 1,398,404 -178,465 -11%
Morgan Stanley
2
Morgan Stanley
New York
$39.3M 1,191,119 -130,405 -10%
AWP
3
Abacus Wealth Partners
California
$28.6M 866,329 +11,412 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$18.7M 566,657 +49,202 +10%
RJA
5
Raymond James & Associates
Florida
$13.4M 406,844 +22,433 +6%
LPL Financial
6
LPL Financial
California
$12M 362,996 +38,804 +12%
EWM
7
Empirical Wealth Management
Washington
$8.8M 266,280 -11,236 -4%
Bank of America
8
Bank of America
North Carolina
$8.72M 263,868 +16,514 +7%
UBS Group
9
UBS Group
Switzerland
$8.69M 262,988 -24,731 -9%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.06M 153,210 -9,903 -6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.03M 152,283 +24,657 +19%
BPA
12
Beacon Pointe Advisors
California
$4.87M 147,433 +23,819 +19%
Wells Fargo
13
Wells Fargo
California
$3.9M 118,205 -8,570 -7%
Creative Planning
14
Creative Planning
Kansas
$3.82M 115,513 -10,862 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.39M 102,770 -2,520 -2%
FT
16
Fiduciary Trust
Massachusetts
$2.95M 89,246 -1,405 -2%
Lido Advisors
17
Lido Advisors
California
$2.86M 86,589 +1,437 +2%
DAS
18
Dynamic Advisor Solutions
Arizona
$2.84M 85,836 -13,668 -14%
IWA
19
Invera Wealth Advisors
Oregon
$2.25M 66,867 +1,267 +2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.15M 65,204 +20,150 +45%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$2.12M 64,227 +7,060 +12%
CNBT
22
Canandaigua National Bank & Trust
New York
$2.03M 61,596 +61,596 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.83M 55,491 -346 -0.6%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$1.8M 54,421 +5,814 +12%
MIS
25
Morningstar Investment Services
Illinois
$1.57M 47,510 -4,032 -8%
1
2 3 4 5