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Nuveen ESG Large-Cap Value ETF
NULV

48 hedge funds and large institutions have $96.2M invested in Nuveen ESG Large-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

81% more capital invested

Capital invested by funds: $53.1M → $96.2M (+$43.1M)

12% more funds holding

Funds holding: 43 → 48 (+5)

10.09% more ownership

Funds ownership: 55.48% → 65.58% (+10%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$27.2M
2
Morgan Stanley
Morgan Stanley
New York
+$1.77M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.47M
4
LPL Financial
LPL Financial
California
+$1.3M
5
APP
Avantax Planning Partners
Iowa
+$1.24M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$980K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$600K
3
TRCT
Tower Research Capital (TRC)
New York
-$178K
4
AG
Advisor Group
Arizona
-$86.9K
5
UB
UMB Bank
Missouri
-$21.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$447K +$208K +6,493 +91%
HA
27
Harborview Advisors
Maine
$422K -$6.94K -217 -2%
SAS
28
Sage Advisory Services
Texas
$406K -$2.62K -82 -0.7%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$393K +$76.2K +2,382 +25%
AF
30
Advisornet Financial
Minnesota
$322K – – –
KLI
31
Kelman-Lazarov Inc
Tennessee
$256K +$1.22K +38 +0.5%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$229K +$223K +6,975 New
ACA
33
Atlas Capital Advisors
Wyoming
$187K +$183K +5,708 New
BCI
34
Brinker Capital Investments
Pennsylvania
$182K – – –
CFA
35
Carroll Financial Associates
North Carolina
$171K – – –
Bessemer Group
36
Bessemer Group
New Jersey
$168K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$87K -$178K -5,580 -68%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$87K +$49.6K +1,552 +142%
CTC
39
Central Trust Company
Missouri
$75K +$72.7K +2,275 New
FANJ
40
Financial Architects (New Jersey)
New Jersey
$71K +$10.7K +336 +18%
WP
41
WealthShield Partners
North Carolina
$68K – – –
ASN
42
Advisory Services Network
Georgia
$62K +$60K +1,875 New
AG
43
Advisor Group
Arizona
$60K -$86.9K -2,718 -60%
CI
44
CX Institutional
Indiana
$58K – – –
Citigroup
45
Citigroup
New York
$53K – – –
LFG
46
LifePlan Financial Group
Ohio
$39K – – –
MIFH
47
Migdal Insurance & Financial Holdings
Israel
$19K – – –
SF
48
Synovus Financial
Georgia
$13K +$6.71K +210 +108%
Citadel Advisors
49
Citadel Advisors
Florida
– -$980K -31,362 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$600K -19,194 Closed
1
2
3

NULV Hedge Fund Activity: Q4 2019 in Review

48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2019, worth a combined $96.2M — up 81% from $53.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NULV positions and 3 closed out — a net gain of 5 holders — while 22 added to existing stakes and 6 trimmed.

The largest buyer was TIAA FSB, adding an estimated $27.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $980K sold.

  • 48 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2019, up from 43 in Q3 2019.
  • Funds reported $96.2M of Nuveen ESG Large-Cap Value ETF stock for Q4 2019, up 81% quarter-over-quarter.
  • 8 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2019 and 3 closed out, a net change of +5 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2019 was TIAA FSB, an estimated $27.2M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2019 was Citadel Advisors, an estimated $980K sold.

Based on aggregated 13F filings for Q4 2019.