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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

247 hedge funds and large institutions have $1.45B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
112
Reduced
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.4M
4
FEG
Fund Evaluation Group
Ohio
$8.53M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$534M
2
Corient Private Wealth
Corient Private Wealth
Florida
$4.97M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$35.5M
4
SA
Stewardship Advisors
Pennsylvania
$901K
5
AAS
Ameritas Advisory Services
Nebraska
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
226
Colonial Trust Advisors
South Carolina
$43.3K – – –
PGAM
227
Princeton Global Asset Management
New Jersey
$41.3K +$41.3K +1,048 New
National Bank of Canada
228
National Bank of Canada
Quebec, Canada
$39.8K +$11.8K +300 +42%
AT
229
Avalon Trust
New Mexico
$32.8K +$32.8K +833 New
EWA
230
EverSource Wealth Advisors
Alabama
$28.6K +$21.9K +557 +328%
KB
231
Kimelman & Baird
New York
$26.1K – – –
GSWM
232
Golden State Wealth Management
California
$24.5K +$24.5K +623 New
OCM
233
Orion Capital Management
California
$18.5K +$18.5K +470 New
SAM
234
Smartleaf Asset Management
Massachusetts
$17K -$825 -21 -5%
EWP
235
Elevation Wealth Partners
California
$16.7K – – –
SIS
236
Sound Income Strategies
Florida
$15K +$15K +382 New
FDCDDQ
237
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K – – –
FHA
238
First Horizon Advisors
Tennessee
$13.4K +$276 +7 +2%
MIFH
239
Migdal Insurance & Financial Holdings
Israel
$13K -$9.05K -236 -41%
CA
240
Continuum Advisory
Idaho
$10.3K – – –
PS
241
Principal Securities
Iowa
$9.06K – – –
GWM
242
Geneos Wealth Management
Colorado
$8.82K – – –
TCM
243
Tradewinds Capital Management
Washington
$8.19K +$433 +11 +6%
AWM
244
AllSquare Wealth Management
New York
$6.14K – – –
RPA
245
Redwood Park Advisors
California
$4.29K +$4.29K +109 New
Citigroup
246
Citigroup
New York
$3.94K -$109K -2,759 -97%
HNB
247
Huntington National Bank
Ohio
$3.07K -$21.4K – –
DFA
248
DHJJ Financial Advisors
Illinois
$3.07K +$79 +2 +3%
IAIM
249
International Assets Investment Management
Florida
– -$900 -37,548 Closed
Citadel Advisors
250
Citadel Advisors
Florida
– -$1.01M -24,210 Closed
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