Nuveen ESG Mid-Cap Value ETF
NUMV
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.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
8% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 37
0% more funds holding
Funds holding: 115 → 115 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.06% less ownership
Funds ownership: 80.33% → 80.27% (-0.06%)
6% less capital invested
Capital invested by funds: $281M → $265M (-$16.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Canandaigua National Bank & Trust
Canandaigua,
New York
|
+$2.04M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.63M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.29M |
| 4 |
Bank of New York Mellon
New York
|
+$818K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$790K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$5.92M |
| 2 |
Morgan Stanley
New York
|
-$4.33M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$820K |
| 4 |
ITB
Idaho Trust Bank
Boise,
Idaho
|
-$642K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$623K |
NUMV Hedge Fund Activity: Q2 2024 in Review
115 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q2 2024, worth a combined $265M — down 5.7% from $281M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new NUMV positions and 8 closed out — a net gain of 4 holders — while 40 added to existing stakes and 37 trimmed.
The largest buyer was Canandaigua National Bank & Trust, opening a new position worth an estimated $2.04M. The largest seller was TIAA Trust, National Association, cutting an estimated $5.92M.
- 115 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $265M of Nuveen ESG Mid-Cap Value ETF stock for Q2 2024, down 5.7% quarter-over-quarter.
- 12 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q2 2024 and 8 closed out, a net change of +4 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q2 2024 was Canandaigua National Bank & Trust, an estimated $2.04M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q2 2024 was TIAA Trust, National Association, an estimated $5.92M sold.
Based on aggregated 13F filings for Q2 2024.