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Nuveen ESG Mid-Cap Value ETF

126 hedge funds and large institutions have $302M invested in Nuveen ESG Mid-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

4% more capital invested

Capital invested by funds: $291M → $302M (+$10.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.63% less ownership

Funds ownership: 82.24%80.61% (-1.6%)

2% less funds holding

Funds holding: 129126 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
126
Holders Change
-3
Holders Change %
-2.33%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
41
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$52.8M +$1.05M +30,571 +2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$36.2M -$7.32M -214,039 -18%
AWP
3
Abacus Wealth Partners
California
$32.5M -$982K -28,741 -3%
LPL Financial
4
LPL Financial
California
$19.7M +$532K +15,576 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.5M -$152K -4,454 -0.8%
Raymond James Financial
6
Raymond James Financial
Florida
$19.4M +$698K +20,424 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$16.1M +$1.32M +38,744 +10%
Bank of America
8
Bank of America
North Carolina
$11M -$1.4K -41 -0%
UBS Group
9
UBS Group
Switzerland
$10M +$417K +12,205 +5%
EWM
10
Empirical Wealth Management
Washington
$9.23M -$20.3K -593 -0.2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.44M -$687K -20,098 -12%
BPA
12
Beacon Pointe Advisors
California
$5.02M -$32.6K -955 -0.7%
Wells Fargo
13
Wells Fargo
California
$4.94M +$307K +8,993 +7%
Creative Planning
14
Creative Planning
Kansas
$3.9M
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3.63M -$16.3K -478 -0.5%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$3.46M +$283K +8,266 +9%
FT
17
Fiduciary Trust
Massachusetts
$3.22M
IWA
18
Invera Wealth Advisors
Oregon
$2.27M -$24.7K -722 -1%
CNBT
19
Canandaigua National Bank & Trust
New York
$1.74M -$201K -5,889 -11%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.61M -$78.5K -2,295 -5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.51M +$927K +27,111 +184%
DAS
22
Dynamic Advisor Solutions
Arizona
$1.5M -$360K -10,535 -20%
OWM
23
Opes Wealth Management
California
$1.37M +$5.13K +150 +0.4%
RCG
24
Regatta Capital Group
California
$1.3M -$40.7K -1,192 -3%
WWA
25
WCG Wealth Advisors
Nevada
$1.29M +$8.92K +261 +0.7%

NUMV Hedge Fund Activity: Q2 2025 in Review

126 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Mid-Cap Value ETF (NUMV) for Q2 2025, worth a combined $302M — up 3.7% from $291M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NUMV and 7 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 41 added.

The largest buyer was Bank of New York Mellon, adding an estimated $1.32M. The largest seller was TIAA Trust, National Association, cutting an estimated $7.32M.

  • 126 institutional investors held Nuveen ESG Mid-Cap Value ETF (NUMV) as of Q2 2025, down from 129 in Q1 2025.
  • Funds reported $302M of Nuveen ESG Mid-Cap Value ETF stock for Q2 2025, up 3.7% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG Mid-Cap Value ETF positions in Q2 2025 and 10 closed out, a net change of -3 holders.
  • The largest Nuveen ESG Mid-Cap Value ETF buyer in Q2 2025 was Bank of New York Mellon, an estimated $1.32M added.
  • The largest Nuveen ESG Mid-Cap Value ETF seller in Q2 2025 was TIAA Trust, National Association, an estimated $7.32M sold.

Based on aggregated 13F filings for Q2 2025.