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Nuveen ESG Large-Cap Value ETF

64 hedge funds and large institutions have $459M invested in Nuveen ESG Large-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $400M → $459M (+$59.4M)

5% more funds holding

Funds holding: 6164 (+3)

3.15% less ownership

Funds ownership: 88.23%85.07% (-3.2%)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
29
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$639K +$299K +10,252 +95%
Osaic Holdings
27
Osaic Holdings
Arizona
$636K +$30.2K +1,036 +5%
FFN
28
Focus Financial Network
Minnesota
$629K +$84.8K +2,911 +16%
VC
29
Vicus Capital
Pennsylvania
$595K -$145K -4,982 -20%
PAG
30
Private Advisor Group
New Jersey
$528K +$58.4K +2,005 +12%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$522K +$523K +17,962 New
CTC
32
Central Trust Company
Missouri
$464K +$51.8K +1,780 +13%
Goldman Sachs
33
Goldman Sachs
New York
$453K -$1.05M -36,134 -70%
RJA
34
Raymond James & Associates
Florida
$436K +$37.5K +1,287 +9%
PI
35
PFS Investments
Georgia
$403K -$264K -9,050 -39%
BPA
36
Beacon Pointe Advisors
California
$369K +$42.3K +1,451 +13%
AF
37
Advisornet Financial
Minnesota
$356K +$67.4K +2,315 +23%
KLI
38
Kelman-Lazarov Inc
Tennessee
$355K
CI
39
CX Institutional
Indiana
$333K -$110K -3,769 -25%
CCM
40
Colorado Capital Management
Colorado
$331K
SFS
41
Sowell Financial Services
Arkansas
$327K +$9.81K +337 +3%
SC
42
Savant Capital
Illinois
$325K -$990 -34 -0.3%
TRCT
43
Tower Research Capital (TRC)
New York
$319K -$218K -7,500 -41%
SAS
44
Sage Advisory Services
Texas
$316K -$305K -10,484 -49%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$260K +$25.2K +866 +11%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$254K +$151K +5,177 +146%
MDCM
47
Morgan Dempsey Capital Management
Wisconsin
$235K +$236K +8,094 New
Baird Financial Group
48
Baird Financial Group
Wisconsin
$223K
EH
49
Equitable Holdings
New York
$210K +$211K +7,235 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$186K