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Nuveen ESG Large-Cap Value ETF

105 hedge funds and large institutions have $735M invested in Nuveen ESG Large-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

194% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 18

24% more funds holding

Funds holding: 85105 (+20)

22% more capital invested

Capital invested by funds: $604M → $735M (+$131M)

3.56% less ownership

Funds ownership: 86.52%82.96% (-3.6%)

Holders
105
Holders Change
+20
Holders Change %
+23.53%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
53
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
26
Sand Hill Global Advisors
California
$1.7M +$204K +5,957 +15%
RCS
27
Retirement Capital Strategies
California
$1.56M +$1.47M +42,986 New
B
28
Bailard
California
$1.52M +$221K +6,457 +18%
RC
29
RegentAtlantic Capital
New Jersey
$1.49M +$1.41M +41,009 New
BCI
30
Brinker Capital Investments
Pennsylvania
$1.44M +$52.4K +1,527 +4%
VC
31
Vicus Capital
Pennsylvania
$1.29M +$172K +5,021 +16%
BPA
32
Beacon Pointe Advisors
California
$1.28M +$421K +12,287 +53%
BF
33
BOK Financial
Oklahoma
$1.26M +$451K +13,150 +61%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.24M -$84.5K -2,465 -7%
Lido Advisors
35
Lido Advisors
California
$1.14M +$657K +19,152 +154%
MML Investors Services
36
MML Investors Services
Massachusetts
$1.14M +$1.08M +31,469 New
MSA
37
Marino Stram & Associates
Massachusetts
$1.09M +$1.03M +30,000 New
Osaic Holdings
38
Osaic Holdings
Arizona
$1.02M +$80.2K +2,338 +9%
RW
39
RVW Wealth
California
$1M +$213K +6,207 New
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$979K +$165K +4,813 +22%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$939K +$890K +25,949 New
HA
42
Harborview Advisors
Maine
$927K -$960 -28 -0.1%
MWM
43
Mission Wealth Management
California
$866K +$125K +3,646 +18%
PAG
44
Private Advisor Group
New Jersey
$855K +$179K +5,213 +28%
CAN
45
Cetera Advisor Networks
California
$848K -$36.1K -1,052 -4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$845K -$77.4K -2,258 -9%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$831K +$258K +7,514 +49%
CA
48
CGN Advisors
Kansas
$735K +$194K +5,657 +39%
HC
49
Hamilton Capital
Ohio
$705K +$129K +3,758 +24%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$668K +$333K +9,700 +111%