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Nuveen ESG Large-Cap Value ETF

240 hedge funds and large institutions have $1.52B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

3% more funds holding

Funds holding: 234240 (+6)

0.4% more ownership

Funds ownership: 86.57%86.97% (+0.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
96
Reduced
81
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$21.4K
SAM
227
Smartleaf Asset Management
Massachusetts
$18.9K
EWP
228
Elevation Wealth Partners
California
$17.7K
FAM
229
Flaharty Asset Management
Florida
$17.3K +$16.4K +414 New
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4K
FHA
231
First Horizon Advisors
Tennessee
$13.9K
CA
232
Continuum Advisory
Idaho
$11K
PS
233
Principal Securities
Iowa
$9.6K
GWM
234
Geneos Wealth Management
Colorado
$9.35K -$2.02K -51 -19%
CHA
235
Carmichael Hill & Associates
Maryland
$8.76K
TCM
236
Tradewinds Capital Management
Washington
$8.22K
EWA
237
EverSource Wealth Advisors
Alabama
$7.09K -$20.7K -523 -75%
AWM
238
AllSquare Wealth Management
New York
$6.51K
DFA
239
DHJJ Financial Advisors
Illinois
$3.18K
MIM
240
Macroview Investment Management
Maryland
$903
IAIM
241
International Assets Investment Management
Florida
$900 +$1.45M +36,648 +4,072%
GS
242
GTS Securities
New York
-$1.73M -45,815 Closed
D.E. Shaw & Co
243
D.E. Shaw & Co
New York
-$793K -20,979 Closed
LSPW
244
Lake Street Private Wealth
Illinois
-$562K -14,879 Closed
FPAS
245
Focus Partners Advisor Solutions
Missouri
-$201K -5,312 Closed
AIM
246
Anchor Investment Management
South Carolina
-$55.1K -1,458 Closed
FCAS
247
First Command Advisory Services
Texas
-$22K -581 Closed
OCM
248
Orion Capital Management
California
-$17.8K -470 Closed
OWA
249
Opal Wealth Advisors
New York
-$3.21K -85 Closed
BNP Paribas Financial Markets
250
BNP Paribas Financial Markets
France
-$38 -1 Closed

NULV Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2024, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NULV positions and 9 closed out — a net gain of 8 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.97M. The largest seller was Bank of America, cutting an estimated $9.02M.

  • 240 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $1.52B of Nuveen ESG Large-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.97M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2024.