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Nuveen ESG Large-Cap Value ETF

57 hedge funds and large institutions have $117M invested in Nuveen ESG Large-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

22% more capital invested

Capital invested by funds: $96.2M → $117M (+$21.1M)

19% more funds holding

Funds holding: 4857 (+9)

12.77% more ownership

Funds ownership: 65.58%78.35% (+13%)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
B
26
Bailard
California
$507K +$118K +3,946 +23%
FFN
27
Focus Financial Network
Minnesota
$453K +$557K +18,562 New
TRCT
28
Tower Research Capital (TRC)
New York
$416K +$431K +14,390 +541%
Osaic Holdings
29
Osaic Holdings
Arizona
$398K +$488K +16,282 New
PI
30
PFS Investments
Georgia
$387K +$476K +15,865 New
RJA
31
Raymond James & Associates
Florida
$382K +$33K +1,099 +8%
SFS
32
Sowell Financial Services
Arkansas
$381K +$59.7K +1,991 +15%
HA
33
Harborview Advisors
Maine
$339K +$31K +1,033 +8%
PAG
34
Private Advisor Group
New Jersey
$323K -$60.6K -2,020 -13%
SAS
35
Sage Advisory Services
Texas
$303K
KLI
36
Kelman-Lazarov Inc
Tennessee
$297K +$131K +4,374 +56%
DADC
37
D.A. Davidson & Co
Montana
$238K +$292K +9,749 New
CI
38
CX Institutional
Indiana
$210K +$206K +6,863 +391%
AF
39
Advisornet Financial
Minnesota
$205K -$42K -1,401 -14%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$204K +$250K +8,347 New
OPS
41
Orion Portfolio Solutions
Nebraska
$162K +$199K +6,627 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$156K +$113K +3,763 +142%
ACA
43
Atlas Capital Advisors
Wyoming
$139K
CFA
44
Carroll Financial Associates
North Carolina
$125K -$3.24K -108 -2%
Bessemer Group
45
Bessemer Group
New Jersey
$125K
CTC
46
Central Trust Company
Missouri
$100K +$54.3K +1,810 +80%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$87K +$41.6K +1,388 +64%
ASN
48
Advisory Services Network
Georgia
$66K +$25K +834 +44%
WP
49
WealthShield Partners
North Carolina
$51K
US Bancorp
50
US Bancorp
Minnesota
$37K +$45.3K +1,510 New