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Nuveen ESG Large-Cap Value ETF

234 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, 86 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

3% more funds holding

Funds holding: 227234 (+7)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.04% more ownership

Funds ownership: 86.54%86.57% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% 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
86
Reduced
84
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Continuum Advisory
Idaho
$9.9K
PS
227
Principal Securities
Iowa
$8.69K +$378 +10 +5%
CHA
228
Carmichael Hill & Associates
Maryland
$7.94K +$491 +13 +7%
TCM
229
Tradewinds Capital Management
Washington
$7.45K +$7.44K +197 New
AWM
230
AllSquare Wealth Management
New York
$5.89K
OWA
231
Opal Wealth Advisors
New York
$3.21K +$3.21K +85 New
DFA
232
DHJJ Financial Advisors
Illinois
$2.88K
IRC
233
Investors Research Corp
Georgia
$1.17K +$1.17K +31 New
MIM
234
Macroview Investment Management
Maryland
$818
BNP Paribas Financial Markets
235
BNP Paribas Financial Markets
France
$38 +$38 +1 New
GAA
236
Global Assets Advisory
Florida
-$2.58M -99,794 Closed
Citadel Advisors
237
Citadel Advisors
Florida
-$1.85M -47,701 Closed
BCI
238
Brinker Capital Investments
Pennsylvania
-$1.44M -37,168 Closed
OPS
239
Orion Portfolio Solutions
Nebraska
-$1.44M -37,168 Closed
RBA
240
Richard Bernstein Advisors
New York
-$630K -16,203 Closed
OA
241
Operose Advisors
Wisconsin
-$455K -11,711 Closed
PWM
242
Penobscot Wealth Management
Maine
-$350K -9,019 Closed
HF
243
HRT Financial
New York
-$347K -8,945 Closed
Empower Advisory Group
244
Empower Advisory Group
Colorado
-$205K -5,285 Closed
William Blair & Company
245
William Blair & Company
Illinois
-$154K -3,954 Closed
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
-$103K -2,662 Closed
IGWM
247
ICA Group Wealth Management
Colorado
-$60.8K -1,564 Closed
AIC
248
Archer Investment Corporation
Indiana
-$57K -1,466 Closed
WIM
249
Westside Investment Management
California
-$19.4K -500 Closed
NC
250
NewSquare Capital
Pennsylvania
-$4.74K -122 Closed