Nuveen ESG Mid-Cap Value ETF
NUMV
116 hedge funds and large institutions have $298M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
13% more capital invested
Capital invested by funds: $265M → $298M (+$33.2M)
1% more funds holding
Funds holding: 115 → 116 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.05% less ownership
Funds ownership: 80.27% → 80.22% (-0.05%)
3% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$4M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$3.53M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.08M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$463K |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$2.38M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.16M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$845K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$760K |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$660K |
NUMV Hedge Fund Activity: Q3 2024 in Review
116 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q3 2024, worth a combined $298M — up 13% from $265M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NUMV positions and 8 closed out — a net gain of 2 holders — while 39 added to existing stakes and 40 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $4M. The largest seller was TIAA Trust, National Association, cutting an estimated $2.38M.
- 116 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q3 2024, up from 115 in Q2 2024.
- Funds reported $298M of Nuveen ESG Mid-Cap Value ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 10 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q3 2024 and 8 closed out, a net change of +2 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q3 2024 was Bank of New York Mellon, an estimated $4M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q3 2024 was TIAA Trust, National Association, an estimated $2.38M sold.
Based on aggregated 13F filings for Q3 2024.