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Nuveen ESG Large-Cap Value ETF
NULV

140 hedge funds and large institutions have $1.06B invested in Nuveen ESG Large-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 18

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $890M → $1.06B (+$174M)

17% more funds holding

Funds holding: 120 → 140 (+20)

7.72% more ownership

Funds ownership: 79.61% → 87.32% (+7.7%)

Holders
140
Holders Change
+20
Holders Change %
+16.67%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
30
Increased
76
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$44M
2
Bank of America
Bank of America
North Carolina
+$29.2M
3
MD
Money Design
Japan
+$17.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.17M
5
LPL Financial
LPL Financial
California
+$6.8M

Top Sellers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$13.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.31M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.28M
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$1.16M
5
WFA
Wipfli Financial Advisors
Wisconsin
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
26
Concord Wealth Partners
Virginia
$4.13M +$1.56M +39,897 +60%
WSFS
27
Wilmington Savings Fund Society
Delaware
$4.06M +$38K +975 +0.9%
BPA
28
Beacon Pointe Advisors
California
$3.56M +$1.57M +40,131 +78%
PAS
29
Park Avenue Securities
New York
$3.48M +$135K +3,451 +4%
VC
30
Vicus Capital
Pennsylvania
$3.43M +$1.19M +30,522 +51%
MML Investors Services
31
MML Investors Services
Massachusetts
$3.14M +$1.23M +31,503 +64%
PI
32
PFS Investments
Georgia
$3.02M +$438K +11,237 +17%
SCA
33
STALEY CAPITAL ADVISERS
Pennsylvania
$2.92M – – –
VAS
34
Vestmark Advisory Solutions
Massachusetts
$2.78M +$636K +16,296 +29%
AAS
35
Ameritas Advisory Services
Nebraska
$2.75M +$2.77M +70,888 New
CAMV
36
Concord Asset Management (Virginia)
Virginia
$2.57M +$2.58M +66,238 New
SPIA
37
Strategic Point Investment Advisors
Rhode Island
$2.53M +$132K +3,390 +6%
SHGA
38
Sand Hill Global Advisors
California
$2.5M +$421K +10,785 +20%
UB
39
UMB Bank
Missouri
$2.44M +$10.8K +278 +0.4%
BWM
40
Baystate Wealth Management
Massachusetts
$2.4M -$110K -2,816 -4%
BF
41
BOK Financial
Oklahoma
$2.33M +$708K +18,142 +43%
MSA
42
Marino Stram & Associates
Massachusetts
$2.33M +$32.5K +834 +1%
MWM
43
Mission Wealth Management
California
$2.15M +$616K +15,800 +40%
ASN
44
Advisory Services Network
Georgia
$2.06M +$205K +5,247 +11%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.73M +$361K +9,258 +26%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.66M +$1.67M +42,769 New
B
47
Bailard
California
$1.64M -$9.83K -252 -0.6%
BCI
48
Brinker Capital Investments
Pennsylvania
$1.54M +$42.9K +1,100 +3%
EA
49
Evolution Advisers
Virginia
$1.52M +$1.53M +39,161 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.47M -$66.8K -1,713 -4%
1
2
3 4 5

NULV Hedge Fund Activity: Q4 2021 in Review

140 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2021, worth a combined $1.06B — up 20% from $890M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 9 closed out — a net gain of 21 holders — while 76 added to existing stakes and 18 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $44M. The largest seller was Perella Weinberg Partners Capital Management, exiting entirely with an estimated $13.8M sold.

  • 140 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2021, up from 120 in Q3 2021.
  • Funds reported $1.06B of Nuveen ESG Large-Cap Value ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $44M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2021 was Perella Weinberg Partners Capital Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2021.