Nuveen ESG Mid-Cap Value ETF
NUMV
126 hedge funds and large institutions have $286M invested in Nuveen ESG Mid-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 53 increasing their positions, 36 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
47% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 36
9% more funds holding
Funds holding: 116 → 126 (+10)
0.12% more ownership
Funds ownership: 80.22% → 80.34% (+0.12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $298M → $286M (-$13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$1.67M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$1.57M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.25M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$825K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$2.34M |
| 2 |
Lido Advisors
Los Angeles,
California
|
-$1.68M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$1.65M |
| 4 |
Morgan Stanley
New York
|
-$658K |
| 5 |
Franklin Resources
San Mateo,
California
|
-$323K |
NUMV Hedge Fund Activity: Q4 2024 in Review
126 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q4 2024, worth a combined $286M — down 4.3% from $298M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new NUMV positions and 7 closed out — a net gain of 12 holders — while 53 added to existing stakes and 36 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $1.67M. The largest seller was TIAA Trust, National Association, cutting an estimated $2.34M.
- 126 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q4 2024, up from 116 in Q3 2024.
- Funds reported $286M of Nuveen ESG Mid-Cap Value ETF stock for Q4 2024, down 4.3% quarter-over-quarter.
- 19 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q4 2024 and 7 closed out, a net change of +12 holders.
- The largest Nuveen ESG Mid-Cap Value ETF buyer in Q4 2024 was Bank of New York Mellon, an estimated $1.67M added.
- The largest Nuveen ESG Mid-Cap Value ETF seller in Q4 2024 was TIAA Trust, National Association, an estimated $2.34M sold.
Based on aggregated 13F filings for Q4 2024.