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Nuveen ESG Large-Cap ETF
NULC

Overview Fund Activity

20 hedge funds and large institutions have $13.7M invested in Nuveen ESG Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
3
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCS
1
Retirement Capital Strategies
California
$343K
2
LPL Financial
2
LPL Financial
California
$490K
3
FANJ
3
Financial Architects (New Jersey)
New Jersey
$300K
4
WIM
4
Westside Investment Management
California
$9.97K
5
UBS Group
5
UBS Group
Switzerland
$2.39K

Top Sellers

1
3AM
1
3EDGE Asset Management
Florida
$355K
2
TRCT
2
Tower Research Capital (TRC)
New York
$660K
3
TWM
3
Tolleson Wealth Management
Texas
$1.26M
4
Bank of America
4
Bank of America
North Carolina
$534K
5
PAG
5
Private Advisor Group
New Jersey
$263K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$7.25M – – –
TWM
2
Tolleson Wealth Management
Texas
$1.26M -$268K -7,400 -18%
Goldman Sachs
3
Goldman Sachs
New York
$759K – – –
TRCT
4
Tower Research Capital (TRC)
New York
$660K -$791K -21,810 -55%
Bank of America
5
Bank of America
North Carolina
$534K -$207K -5,698 -28%
LPL Financial
6
LPL Financial
California
$490K +$104K +2,864 +27%
Citadel Advisors
7
Citadel Advisors
Florida
$454K -$36K -992 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$358K – – –
3AM
9
3EDGE Asset Management
Florida
$355K -$902K -24,879 -72%
RCS
10
Retirement Capital Strategies
California
$343K +$343K +9,462 New
WA
11
Wealth Architects
California
$311K -$25K -690 -7%
FANJ
12
Financial Architects (New Jersey)
New Jersey
$300K +$78.8K +2,173 +36%
PAG
13
Private Advisor Group
New Jersey
$263K -$70.2K -1,936 -21%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$230K -$27.2K -750 -11%
AA
15
Addison Advisors
Vermont
$102K – – –
CTWM
16
Cherry Tree Wealth Management
Minnesota
$29.9K +$29.9K +825 New
HI
17
Harbour Investments
Wisconsin
$17K – – –
WIM
18
Westside Investment Management
California
$9.97K +$9.97K +275 New
HI
19
Horizon Investments
North Carolina
$2.97K +$218 +6 +8%
UBS Group
20
UBS Group
Switzerland
$2.39K +$2.39K +66 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
– -$44K -1,278 Closed
EI
22
Ellevest Inc
New York
– -$1.1K -32 Closed