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Nuveen ESG Large-Cap Value ETF
NULV

85 hedge funds and large institutions have $604M invested in Nuveen ESG Large-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 1

389% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 9

33% more funds holding

Funds holding: 64 → 85 (+21)

32% more capital invested

Capital invested by funds: $459M → $604M (+$145M)

1.45% more ownership

Funds ownership: 85.07% → 86.52% (+1.4%)

Holders
85
Holders Change
+21
Holders Change %
+32.81%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
44
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$27M
2
TF
TIAA FSB
Florida
+$8.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.95M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.12M
5
SA
Stewardship Advisors
Pennsylvania
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$245K
2
CFA
Carroll Financial Associates
North Carolina
-$142K
3
SFS
Sowell Financial Services
Arkansas
-$73.5K
4
WP
WealthShield Partners
North Carolina
-$60K
5
SC
Savant Capital
Illinois
-$57.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
B
26
Bailard
California
$1.17M +$263K +8,403 +31%
GBBWRPM
27
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.16M +$1.1M +35,243 New
VC
28
Vicus Capital
Pennsylvania
$1.01M +$320K +10,209 +50%
Osaic Holdings
29
Osaic Holdings
Arizona
$853K +$124K +3,949 +18%
HA
30
Harborview Advisors
Maine
$844K +$100K +3,195 +14%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$843K +$239K +7,639 +43%
RJA
32
Raymond James & Associates
Florida
$827K +$317K +10,126 +68%
CAN
33
Cetera Advisor Networks
California
$806K -$29.8K -950 -4%
PI
34
PFS Investments
Georgia
$784K +$293K +9,345 +67%
BPA
35
Beacon Pointe Advisors
California
$760K +$326K +10,404 +82%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$737K +$26.1K +832 +4%
BF
37
BOK Financial
Oklahoma
$716K +$681K +21,730 New
FFN
38
Focus Financial Network
Minnesota
$698K -$14K -448 -2%
MWM
39
Mission Wealth Management
California
$668K +$635K +20,273 New
PAG
40
Private Advisor Group
New Jersey
$606K +$7.42K +237 +1%
MWM
41
MBE Wealth Management
Wisconsin
$600K +$571K +18,234 New
TRCT
42
Tower Research Capital (TRC)
New York
$567K +$195K +6,239 +57%
CTC
43
Central Trust Company
Missouri
$528K +$2.73K +87 +0.5%
HC
44
Hamilton Capital
Ohio
$517K +$492K +15,705 New
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$509K +$204K +6,510 +73%
EH
46
Equitable Holdings
New York
$501K +$250K +7,969 +110%
CA
47
CGN Advisors
Kansas
$483K +$459K +14,659 New
APA
48
American Portfolios Advisors
New York
$473K +$450K +14,362 New
SAS
49
Sage Advisory Services
Texas
$437K +$74.5K +2,379 +22%
AF
50
Advisornet Financial
Minnesota
$425K +$20.6K +659 +5%
1
2
3 4

NULV Hedge Fund Activity: Q4 2020 in Review

85 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2020, worth a combined $604M — up 32% from $459M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULV positions and 1 closed out — a net gain of 24 holders — while 44 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $27M. The largest seller was Avantax Planning Partners, cutting an estimated $245K.

  • 85 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $604M of Nuveen ESG Large-Cap Value ETF stock for Q4 2020, up 32% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2020 and 1 closed out, a net change of +24 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2020 was Bank of America, an estimated $27M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2020 was Avantax Planning Partners, an estimated $245K sold.

Based on aggregated 13F filings for Q4 2020.