NULV icon

Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

161 hedge funds and large institutions have $1.18B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+21
Holders Change %
+15%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
80
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$32.2M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$29.9M
3
Bank of America
Bank of America
North Carolina
$482M
4
TF
TIAA FSB
Florida
$151M
5
Lido Advisors
Lido Advisors
California
$18M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$33.3M
2
MD
Money Design
Japan
$13.1M
3
PI
PFS Investments
Georgia
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$36.2M
5
RJA
Raymond James & Associates
Florida
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
26
Concord Wealth Partners
Virginia
$4.72M +$678K +17,839 +17%
APP
27
Avantax Planning Partners
Iowa
$4.69M -$80.9K -2,127 -2%
RJA
28
Raymond James & Associates
Florida
$4.56M -$2.43M -63,998 -35%
RC
29
RegentAtlantic Capital
New Jersey
$4.37M +$294K +7,735 +7%
MML Investors Services
30
MML Investors Services
Massachusetts
$4.06M +$996K +26,185 +32%
WSFS
31
Wilmington Savings Fund Society
Delaware
$4M +$24.5K +645 +0.6%
CPFP
32
Clear Perspectives Financial Planning
Ohio
$3.86M -$595K -15,637 -13%
OCM
33
One Capital Management
California
$3.8M +$2.51M +65,933 +194%
VC
34
Vicus Capital
Pennsylvania
$3.7M +$271K +7,132 +8%
SPIA
35
Strategic Point Investment Advisors
Rhode Island
$3.39M +$917K +24,105 +37%
PAS
36
Park Avenue Securities
New York
$3.31M -$89.8K -2,362 -3%
IA
37
IFP Advisors
Florida
$3.24M +$3.24M +113,060 New
SCA
38
STALEY CAPITAL ADVISERS
Pennsylvania
$3.23M +$380K +10,000 +13%
CAMV
39
Concord Asset Management (Virginia)
Virginia
$3.06M +$536K +14,096 +21%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$3.01M +$286K +7,522 +11%
MWM
41
Mission Wealth Management
California
$3.01M +$901K +23,696 +43%
RWP
42
RWA Wealth Partners
Massachusetts
$2.89M +$2.89M +76,041 New
3AM
43
3EDGE Asset Management
Florida
$2.74M +$2.74M +71,908 New
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.61M +$922K +24,239 +55%
BWM
45
Baystate Wealth Management
Massachusetts
$2.49M +$140K +3,688 +6%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$2.48M +$856K +22,520 +53%
MSA
47
Marino Stram & Associates
Massachusetts
$2.41M +$131K +3,436 +6%
UB
48
UMB Bank
Missouri
$2.41M +$28.6K +751 +1%
ASN
49
Advisory Services Network
Georgia
$2.32M +$306K +8,058 +15%
BF
50
BOK Financial
Oklahoma
$2.31M +$26.1K +687 +1%
1
2
3 4 5