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Nuveen ESG Large-Cap Value ETF

254 hedge funds and large institutions have $1.46B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 249254 (+5)

1% more capital invested

Capital invested by funds: $1.45B → $1.46B (+$10.1M)

1.33% less ownership

Funds ownership: 88.94%87.61% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
80
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
226
Colonial Trust Advisors
South Carolina
$44.5K
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$41K
NWMP
228
Noble Wealth Management PBC
Colorado
$38.1K -$9.16K -226 -19%
TCOV
229
Trust Company of Vermont
Vermont
$28.9K +$29K +714 New
KB
230
Kimelman & Baird
New York
$26.8K
BFPW
231
BOK Financial Private Wealth
Colorado
$25.7K -$117K -2,887 -82%
GSWM
232
Golden State Wealth Management
California
$25.2K
PGAM
233
Princeton Global Asset Management
New Jersey
$22.6K -$19.9K -491 -47%
AWM
234
AE Wealth Management
Kansas
$21.7K -$25.8K -636 -54%
OCM
235
Orion Capital Management
California
$19K
SAM
236
Smartleaf Asset Management
Massachusetts
$17.3K
EWP
237
Elevation Wealth Partners
California
$17.2K
EWA
238
EverSource Wealth Advisors
Alabama
$15.5K -$13.9K -344 -47%
SIS
239
Sound Income Strategies
Florida
$15.5K
FAM
240
Flaharty Asset Management
Florida
$15.5K +$15.5K +382 New
AGWCA
241
Annis Gardner Whiting Capital Advisors
Florida
$15.2K +$15.2K +375 New
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K
MIFH
243
Migdal Insurance & Financial Holdings
Israel
$14K
CA
244
Continuum Advisory
Idaho
$10.6K
PS
245
Principal Securities
Iowa
$9.05K
TCM
246
Tradewinds Capital Management
Washington
$8.71K +$284 +7 +3%
AWM
247
AllSquare Wealth Management
New York
$6.32K
CFO
248
Capitol Family Office
Oregon
$5.63K +$5.64K +139 New
RPA
249
Redwood Park Advisors
California
$4.41K
Citigroup
250
Citigroup
New York
$4.05K

NULV Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2025, worth a combined $1.46B — up 0.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NULV positions and 17 closed out — a net gain of 7 holders — while 80 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.07M. The largest seller was Money Design, cutting an estimated $13M.

  • 254 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2025, up from 249 in Q4 2024.
  • Funds reported $1.46B of Nuveen ESG Large-Cap Value ETF stock for Q1 2025, up 0.7% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2025 and 17 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2025 was LPL Financial, an estimated $9.07M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2025 was Money Design, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.