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Nuveen ESG Large-Cap ETF
NULC

Overview Fund Activity

20 hedge funds and large institutions have $20M invested in Nuveen ESG Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$1.7M
2
JWM
JFG Wealth Management
Colorado
$612K
3
WA
Wealth Architects
California
$209K
4
3AM
3EDGE Asset Management
Florida
$201K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$418K

Top Sellers

1
RCS
Retirement Capital Strategies
California
$0
2
TRCT
Tower Research Capital (TRC)
New York
$348K
3
LPL Financial
LPL Financial
California
$741K
4
Bank of America
Bank of America
North Carolina
$1.21M
5
HighTower Advisors
HighTower Advisors
Illinois
$346K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$9.26M – – –
TWM
2
Tolleson Wealth Management
Texas
$2.94M +$80.1K +1,730 +3%
Citadel Advisors
3
Citadel Advisors
Florida
$1.7M +$1.7M +36,679 New
Bank of America
4
Bank of America
North Carolina
$1.21M -$36.1K -779 -3%
LPL Financial
5
LPL Financial
California
$741K -$102K -2,210 -12%
JWM
6
JFG Wealth Management
Colorado
$612K +$612K +13,224 New
Goldman Sachs
7
Goldman Sachs
New York
$592K – – –
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$418K +$116K +2,500 +38%
TRCT
9
Tower Research Capital (TRC)
New York
$348K -$284K -6,125 -45%
HighTower Advisors
10
HighTower Advisors
Illinois
$346K -$11K -240 -3%
VAF
11
Values Added Financial
District of Columbia
$331K +$98.9K +2,137 +43%
Osaic Holdings
12
Osaic Holdings
Arizona
$327K – – –
PAG
13
Private Advisor Group
New Jersey
$281K – – –
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$267K – – –
WA
15
Wealth Architects
California
$209K +$209K +4,523 New
3AM
16
3EDGE Asset Management
Florida
$201K +$201K +4,350 New
AA
17
Addison Advisors
Vermont
$63.9K – – –
WIM
18
Westside Investment Management
California
$61.3K – – –
CTWM
19
Cherry Tree Wealth Management
Minnesota
$38.2K – – –
PPA
20
Painted Porch Advisors
California
$11.5K +$417 +9 +4%
RCS
21
Retirement Capital Strategies
California
– -$556K -12,679 Closed
HI
22
Horizon Investments
North Carolina
– -$3.68K -84 Closed
UBS Group
23
UBS Group
Switzerland
– -$3.07K -70 Closed