NULV icon

Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

232 hedge funds and large institutions have $1.37B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 16 closing their positions.

Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
84
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.4M
3
CNBT
3
Canandaigua National Bank & Trust
New York
$2.19M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
GAA
2
Global Assets Advisory
Florida
$0
3
3AM
3
3EDGE Asset Management
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$537M
5
ASN
5
Advisory Services Network
Georgia
$709K
Name Market Value Shares Shares
Change 		Shares
Change %
CHA
226
Carmichael Hill & Associates
Maryland
$7.94K 210 +13 +7%
TCM
227
Tradewinds Capital Management
Washington
$7.45K 197 +197 New
AWM
228
AllSquare Wealth Management
New York
$5.9K 156 – –
OWA
229
Opal Wealth Advisors
New York
$3.21K 85 +85 New
DFA
230
DHJJ Financial Advisors
Illinois
$2.88K 76 – –
IRC
231
Investors Research Corp
Georgia
$1.17K 31 +31 New
MIM
232
Macroview Investment Management
Maryland
$818 22 – –
BNP Paribas Financial Markets
233
BNP Paribas Financial Markets
France
$38 1 +1 New
GAA
234
Global Assets Advisory
Florida
– – -99,794 Closed
Citadel Advisors
235
Citadel Advisors
Florida
– – -47,701 Closed
BCI
236
Brinker Capital Investments
Pennsylvania
– – -37,168 Closed
OPS
237
Orion Portfolio Solutions
Nebraska
– – -37,168 Closed
RBA
238
Richard Bernstein Advisors
New York
– – -16,203 Closed
OA
239
Operose Advisors
Wisconsin
– – -11,711 Closed
PWM
240
Penobscot Wealth Management
Maine
– – -9,019 Closed
HF
241
HRT Financial
New York
– – -8,945 Closed
Empower Advisory Group
242
Empower Advisory Group
Colorado
– – -5,285 Closed
William Blair & Company
243
William Blair & Company
Illinois
– – -3,954 Closed
Qube Research & Technologies (QRT)
244
Qube Research & Technologies (QRT)
United Kingdom
– – -2,662 Closed
IGWM
245
ICA Group Wealth Management
Colorado
– – -1,564 Closed
AIC
246
Archer Investment Corporation
Indiana
– – -1,466 Closed
WIM
247
Westside Investment Management
California
– – -500 Closed
NC
248
NewSquare Capital
Pennsylvania
– – -122 Closed
IA
249
IFP Advisors
Florida
– – -60 Closed
CFGS
250
Concourse Financial Group Securities
Alabama
– – – –
6 7 8 9
10