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Nuveen ESG Large-Cap Value ETF

249 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, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

60% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 70

4% more funds holding

Funds holding: 240249 (+9)

1.97% more ownership

Funds ownership: 86.97%88.94% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.52B → $1.45B (-$73.8M)

Holders
249
Holders Change
+9
Holders Change %
+3.75%
% of All Funds
3.28%
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
70
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
226
Front Row Advisors
California
$45.5K
IRC
227
Investors Research Corp
Georgia
$43.4K +$24.1K +581 +111%
CTA
228
Colonial Trust Advisors
South Carolina
$43.3K
PGAM
229
Princeton Global Asset Management
New Jersey
$41.3K +$43.5K +1,048 New
National Bank of Canada
230
National Bank of Canada
Quebec, Canada
$39.8K +$12.5K +300 +42%
AT
231
Avalon Trust
New Mexico
$32.8K +$34.6K +833 New
EWA
232
EverSource Wealth Advisors
Alabama
$28.6K +$23.1K +557 +328%
KB
233
Kimelman & Baird
New York
$26.1K
GSWM
234
Golden State Wealth Management
California
$24.5K +$25.9K +623 New
OCM
235
Orion Capital Management
California
$18.5K +$19.5K +470 New
SAM
236
Smartleaf Asset Management
Massachusetts
$17K -$872 -21 -5%
EWP
237
Elevation Wealth Partners
California
$16.7K
SIS
238
Sound Income Strategies
Florida
$15K +$15.9K +382 New
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K
FHA
240
First Horizon Advisors
Tennessee
$13.4K +$291 +7 +2%
MIFH
241
Migdal Insurance & Financial Holdings
Israel
$13K -$9.8K -236 -41%
CA
242
Continuum Advisory
Idaho
$10.3K
PS
243
Principal Securities
Iowa
$9.05K
GWM
244
Geneos Wealth Management
Colorado
$8.82K
TCM
245
Tradewinds Capital Management
Washington
$8.19K +$457 +11 +6%
AWM
246
AllSquare Wealth Management
New York
$6.14K
RPA
247
Redwood Park Advisors
California
$4.29K +$4.53K +109 New
Citigroup
248
Citigroup
New York
$3.94K -$115K -2,759 -97%
HNB
249
Huntington National Bank
Ohio
$3.07K
DFA
250
DHJJ Financial Advisors
Illinois
$3.07K +$83 +2 +3%

NULV Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2024, worth a combined $1.45B — down 4.9% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 17 closed out — a net gain of 13 holders — while 112 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19.8M. The largest seller was Bank of America, cutting an estimated $17.7M.

  • 249 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2024, up from 240 in Q3 2024.
  • Funds reported $1.45B of Nuveen ESG Large-Cap Value ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2024 and 17 closed out, a net change of +13 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $19.8M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2024 was Bank of America, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.