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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

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
Holders
140
Holders Change
+20
Holders Change %
+16.67%
% of All Funds
2.16%
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

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$43.8M
2
Bank of America
2
Bank of America
North Carolina
$469M
3
MD
3
Money Design
Japan
$17.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$46.3M
5
LPL Financial
5
LPL Financial
California
$15.3M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$27.4M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$10.8M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$24.3M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
26
Concord Wealth Partners
Virginia
$4.13M +$1.55M +39,897 +60%
WSFS
27
Wilmington Savings Fund Society
Delaware
$4.06M +$37.9K +975 +0.9%
BPA
28
Beacon Pointe Advisors
California
$3.56M +$1.56M +40,131 +78%
PAS
29
Park Avenue Securities
New York
$3.48M +$134K +3,451 +4%
VC
30
Vicus Capital
Pennsylvania
$3.43M +$1.16M +30,522 +51%
MML Investors Services
31
MML Investors Services
Massachusetts
$3.14M +$1.22M +31,503 +64%
PI
32
PFS Investments
Georgia
$3.02M +$437K +11,237 +17%
SCA
33
STALEY CAPITAL ADVISERS
Pennsylvania
$2.92M – – –
VAS
34
Vestmark Advisory Solutions
Massachusetts
$2.78M +$633K +16,296 +29%
AAS
35
Ameritas Advisory Services
Nebraska
$2.76M +$2.76M +70,888 New
CAMV
36
Concord Asset Management (Virginia)
Virginia
$2.57M +$2.57M +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 +$419K +10,785 +20%
UB
39
UMB Bank
Missouri
$2.44M +$10.8K +278 +0.4%
BWM
40
Baystate Wealth Management
Massachusetts
$2.4M -$109K -2,816 -4%
BF
41
BOK Financial
Oklahoma
$2.33M +$705K +18,142 +43%
MSA
42
Marino Stram & Associates
Massachusetts
$2.33M +$32.4K +834 +1%
MWM
43
Mission Wealth Management
California
$2.15M +$614K +15,800 +40%
ASN
44
Advisory Services Network
Georgia
$2.06M +$204K +5,247 +11%
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.73M +$360K +9,258 +26%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$1.66M +$1.66M +42,769 New
B
47
Bailard
California
$1.64M -$9.8K -252 -0.6%
BCI
48
Brinker Capital Investments
Pennsylvania
$1.54M +$42.7K +1,100 +3%
EA
49
Evolution Advisers
Virginia
$1.52M +$1.52M +39,161 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$1.47M -$66.6K -1,713 -4%
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