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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

120 hedge funds and large institutions have $890M invested in Nuveen ESG Large-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
64
Reduced
19
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$424M
2
TF
2
TIAA FSB
Florida
$135M
3
Morgan Stanley
3
Morgan Stanley
New York
$37.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$14.6M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$29M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$13.8M
3
Jane Street
3
Jane Street
New York
$0
4
RCS
4
Retirement Capital Strategies
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
26
Concord Wealth Partners
Virginia
$2.49M +$1.19M +31,781 +92%
BWM
27
Baystate Wealth Management
Massachusetts
$2.42M -$394K -10,504 -14%
UB
28
UMB Bank
Missouri
$2.34M +$272K +7,244 +13%
SPIA
29
Strategic Point Investment Advisors
Rhode Island
$2.31M +$81K +2,160 +4%
VC
30
Vicus Capital
Pennsylvania
$2.23M +$554K +14,768 +33%
MSA
31
Marino Stram & Associates
Massachusetts
$2.22M +$2.22M +59,170 New
VAS
32
Vestmark Advisory Solutions
Massachusetts
$2.07M +$695K +18,535 +50%
SHGA
33
Sand Hill Global Advisors
California
$2M +$76.3K +2,035 +4%
BPA
34
Beacon Pointe Advisors
California
$1.93M +$339K +9,042 +21%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.84M +$396K +10,552 +27%
ASN
36
Advisory Services Network
Georgia
$1.79M +$30.9K +824 +2%
B
37
Bailard
California
$1.59M +$46.1K +1,230 +3%
BF
38
BOK Financial
Oklahoma
$1.57M +$1.57M +41,907 New
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.48M +$49K +1,308 +3%
MWM
40
Mission Wealth Management
California
$1.48M +$71.9K +1,919 +5%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.46M +$60.7K +1,537 +4%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.45M -$16.1K -429 -1%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.32M +$148K +3,942 +13%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.19M +$55.6K +1,482 +5%
WCFA
45
Walkner Condon Financial Advisors
Wisconsin
$1.16M -$23.5K -628 -2%
OCM
46
One Capital Management
California
$1.14M +$565K +15,076 +99%
HA
47
Harborview Advisors
Maine
$1.12M +$45K +1,199 +4%
PAG
48
Private Advisor Group
New Jersey
$1.08M -$4.69K -125 -0.4%
LWP
49
Laurel Wealth Planning
Minnesota
$1.02M +$1.02M +27,066 New
FANJ
50
Financial Architects (New Jersey)
New Jersey
$819K +$86.7K +2,312 +12%
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