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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

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
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
$38.3M
2
Morgan Stanley
Morgan Stanley
New York
$7.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.91M
4
LPL Financial
LPL Financial
California
$3.91M
5
APP
Avantax Planning Partners
Iowa
$4.32M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$10.2M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
TRCT
Tower Research Capital (TRC)
New York
$87K
5
AG
Advisor Group
Arizona
$60K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Sowell Financial Services
Arkansas
$447K +$213K +6,493 +91%
HA
27
Harborview Advisors
Maine
$422K -$7.12K -217 -2%
SAS
28
Sage Advisory Services
Texas
$406K -$2.69K -82 -0.7%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$393K +$78K +2,382 +25%
AF
30
Advisornet Financial
Minnesota
$322K – – –
KLI
31
Kelman-Lazarov Inc
Tennessee
$256K +$1.25K +38 +0.5%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$229K +$229K +6,975 New
ACA
33
Atlas Capital Advisors
Wyoming
$187K +$187K +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 -$182K -5,580 -68%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$87K +$51K +1,552 +142%
CTC
39
Central Trust Company
Missouri
$75K +$75K +2,275 New
FANJ
40
Financial Architects (New Jersey)
New Jersey
$71K +$11.1K +336 +18%
WP
41
WealthShield Partners
North Carolina
$68K – – –
ASN
42
Advisory Services Network
Georgia
$62K +$62K +1,875 New
AG
43
Advisor Group
Arizona
$60K -$89.4K -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 +$6.74K +210 +108%
Citadel Advisors
49
Citadel Advisors
Florida
– -$980K -31,362 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$600K -19,194 Closed
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