Nuveen ESG Large-Cap Value ETF
NULV
220 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.
162% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 13
8% more funds holding
Funds holding: 203 → 220 (+17)
7% more capital invested
Capital invested by funds: $1.21B → $1.3B (+$87.4M)
4.12% more ownership
Funds ownership: 83.52% → 87.64% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
26% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 92
Top Buyers
Top Sellers
| 1 |
JP Morgan Chase
New York
|
-$15.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$13.5M |
| 3 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$9.65M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$5.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$438K | -13,052 | Closed |
|
|
WWA
227
WCG Wealth Advisors
Las Vegas,
Nevada
| – | -$415K | -12,365 | Closed |
|
|
PI
228
PFG Investments
Woodbury,
New York
| – | -$364K | -10,850 | Closed |
|
229
Jane Street
New York
| – | -$242K | -7,216 | Closed |
|
|
AWS
230
Atria Wealth Solutions
New York
| – | -$212K | -6,318 | Closed |
|
|
MFA
231
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$153K | -4,559 | Closed |
|
|
FAM
232
Flaharty Asset Management
Clearwater,
Florida
| – | -$13.9K | -414 | Closed |
|
|
HL
233
HeadInvest LLC
Portland,
Maine
| – | -$2.16K | -65 | Closed |
|
NULV Hedge Fund Activity: Q4 2023 in Review
220 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2023, worth a combined $1.3B — up 7.2% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new NULV positions and 13 closed out — a net gain of 21 holders — while 68 added to existing stakes and 92 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.3M. The largest seller was JP Morgan Chase, cutting an estimated $15.3M.
- 220 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2023, up from 203 in Q3 2023.
- Funds reported $1.3B of Nuveen ESG Large-Cap Value ETF stock for Q4 2023, up 7.2% quarter-over-quarter.
- 34 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2023 and 13 closed out, a net change of +21 holders.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $26.3M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2023 was JP Morgan Chase, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2023.