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Nuveen ESG Large-Cap Value ETF

115 hedge funds and large institutions have $845M invested in Nuveen ESG Large-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 20

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $735M → $845M (+$110M)

10% more funds holding

Funds holding: 105115 (+10)

2.69% less ownership

Funds ownership: 82.96%80.27% (-2.7%)

Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
62
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
26
PFS Investments
Georgia
$2.17M +$57.5K +1,526 +3%
Ameriprise
27
Ameriprise
Minnesota
$2.09M +$2.08M +55,278 New
UB
28
UMB Bank
Missouri
$2.08M +$89.3K +2,371 +4%
SHGA
29
Sand Hill Global Advisors
California
$1.94M +$172K +4,560 +10%
ASN
30
Advisory Services Network
Georgia
$1.77M -$70.9K -1,882 -4%
VC
31
Vicus Capital
Pennsylvania
$1.69M +$343K +9,103 +25%
BPA
32
Beacon Pointe Advisors
California
$1.6M +$263K +6,975 +20%
B
33
Bailard
California
$1.55M -$34.7K -921 -2%
BCI
34
Brinker Capital Investments
Pennsylvania
$1.47M -$29K -769 -2%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.46M +$270K +7,155 +23%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$1.45M +$464K +12,321 +47%
MWM
37
Mission Wealth Management
California
$1.42M +$517K +13,719 +57%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$1.4M +$1.38M +36,750 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.35M +$334K +8,858 +33%
CWP
40
Concord Wealth Partners
Virginia
$1.31M +$1.3M +34,640 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.24M +$358K +9,505 +41%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$1.19M -$1.12M -29,775 -49%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.18M +$312K +8,280 +36%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.14M +$77.1K +2,047 +7%
PAG
45
Private Advisor Group
New Jersey
$1.1M +$204K +5,421 +23%
HA
46
Harborview Advisors
Maine
$1.08M +$117K +3,105 +12%
RCS
47
Retirement Capital Strategies
California
$973K -$648K -17,199 -40%
CAN
48
Cetera Advisor Networks
California
$959K +$74.2K +1,969 +8%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$842K +$145K +3,841 +21%
HC
50
Hamilton Capital
Ohio
$813K +$77.8K +2,066 +11%

NULV Hedge Fund Activity: Q2 2021 in Review

115 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2021, worth a combined $845M — up 15% from $735M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NULV positions and 9 closed out — a net gain of 11 holders — while 62 added to existing stakes and 20 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $19.7M. The largest seller was TIFF Advisory Services, exiting entirely with an estimated $5.82M sold.

  • 115 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2021, up from 105 in Q1 2021.
  • Funds reported $845M of Nuveen ESG Large-Cap Value ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 20 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2021 and 9 closed out, a net change of +11 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2021 was Perella Weinberg Partners Capital Management, an estimated $19.7M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2021 was TIFF Advisory Services, an estimated $5.82M sold.

Based on aggregated 13F filings for Q2 2021.