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Nuveen ESG Mid-Cap Value
NUMV • BATS
Nuveen ESG Mid-Cap Value is an exchange-traded fund on BATS. As of Q3 2025, 125 institutional investors hold shares in this ETF, with total holdings valued at $323.7M. MORGAN STANLEY is the largest holder with a position valued at $56.2M.
Overview
Overview of institutional ownership in NUMV as of Q3 2025
All Institutions
- Institutions
- 125
- Value Held
- $323.7M
- Shares Held
- 8.4M
- Avg Position
- $2.6M
- Median Position
- $411.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.1M
- Shares Held
- 28.0K
- Avg Position
- $1.1M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in NUMV as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $56.2M 0.00% of portfolio |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $37.1M 0.09% of portfolio |
 Abacus Wealth Partners, LLC RIA/Wealth | $36.5M 5.25% of portfolio |
L LPL Financial LLC Institution | $22.4M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $22.0M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $20.1M 0.00% of portfolio |
 Bank of New York Mellon Corp Institution | $17.9M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $11.4M 0.00% of portfolio |
 Empirical Financial Services, LLC RIA/Wealth | $10.2M 0.21% of portfolio |
 UBS Group AG Institution | $10.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NUMV in Q3 2025
- Traded
- −$633.3K
- Buyers
- 45
- Sellers
- 52
- Total Bought
- +$9.9M
- Total Sold
- −$10.5M
- Avg Position
- $2.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Abacus Wealth Partners, LLC RIA/Wealth | +$1.6M +40.1K shares |
L LPL Financial LLC Institution | +$1.2M +31.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.2M +30.4K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$683.5K +17.8K shares |
Bank of New York Mellon Corp Institution | +$627.2K +16.2K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$562.5K +14.5K shares |
 AMERIPRISE FINANCIAL INC Institution | +$512.3K +13.2K shares |
 Parallel Advisors, LLC RIA/Wealth | +$507.5K +13.1K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | +$437.2K +11.3K shares |
 PFG Financial Advisors RIA/Wealth | +$425.8K +11.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
T TIAA TRUST, NATIONAL ASSOCIATION Institution | −$1.8M −46.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.5M −41.8K shares |
W WCG Wealth Advisors LLC Institution | −$952.8K −24.6K shares |
R ROYAL BANK OF CANADA Institution | −$756.8K −19.6K shares |
UBS Group AG Institution | −$579.1K −15.0K shares |
T Tower Research Capital LLC Institution | −$522.8K −14.5K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$434.7K −12.1K shares |
MORGAN STANLEY RIA/Wealth | −$404.7K −10.5K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$362.3K −9.4K shares |
BANK OF AMERICA CORP /DE/ Institution | −$328.0K −8.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NUMV in Q3 2025
- New Positions
- 6
- New Value
- $968.7K
- Exited Positions
- 9
- Exited Value
- $3.3M
New Positions
| Institution | Position Value |
|---|---|
AMERIPRISE FINANCIAL INC Institution | $512.3K 13.2K shares |
 FLAGSHIP HARBOR ADVISORS, LLC RIA/Wealth | $207.8K 5.4K shares |
 Institute for Wealth Management, LLC. RIA/Wealth | $207.1K 5.4K shares |
 MANNING & NAPIER ADVISORS LLC RIA/Wealth | $36.3K 937.0 shares |
 Sontag Advisory, LLC RIA/Wealth | $4.9K 127.0 shares |
 HM PAYSON & CO RIA/Wealth | $271.0 7.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.5M 41.8K shares |
T Tower Research Capital LLC Institution | $522.8K 14.5K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $434.7K 12.1K shares |
 LongView Asset Management LLC RIA/Wealth | $289.5K 8.0K shares |
F FLOW TRADERS U.S. LLC Institution | $237.5K 6.6K shares |
 GREENUP STREET WEALTH MANAGEMENT LLC RIA/Wealth | $235.8K 6.5K shares |
B BESSEMER GROUP INC Institution | $104.9K 2.9K shares |
 NorthRock Partners, LLC RIA/Wealth | $2.0K 56.0 shares |
 FIRST FINANCIAL HOLDINGS, INC. Institution | $613.0 17.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in NUMV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with NUMV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Abacus Wealth Partners, LLC RIA/Wealth | 5.25% $36.5M |
 Invera Wealth Advisors, LLC RIA/Wealth | 1.47% $2.4M |
 rebel Financial LLC RIA/Wealth | 0.55% $1.1M |
 Fingerlakes Wealth Management, Inc. RIA/Wealth | 0.47% $719.5K |
 Carson Advisory Inc. RIA/Wealth | 0.40% $733.9K |
J Joel Adams & Associates, Inc. Institution | 0.30% $374.7K |
 Opes Wealth Management LLC RIA/Wealth | 0.26% $1.5M |
 REGATTA CAPITAL GROUP, LLC RIA/Wealth | 0.21% $1.3M |
Empirical Financial Services, LLC RIA/Wealth | 0.21% $10.2M |
 STAGE HARBOR FINANCIAL, LLC RIA/Wealth | 0.19% $250.4K |
Hedge Fund Spotlight
Discover hedge funds investing in NUMV
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
N
Position in Nuveen ESG Mid-Cap Value
- Market Value
- $1.1M
- Shares Held
- 28.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2021-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
