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Nuveen ESG Large-Cap Value ETF
NULV

183 hedge funds and large institutions have $1.19B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

197% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 33

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

14.4% more ownership

Funds ownership: 102.06% → 116.46% (+14%)

14% more funds holding

Funds holding: 161 → 183 (+22)

0% more capital invested

Capital invested by funds: $1.18B → $1.19B (+$2.54M)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
32
Increased
98
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
Forefront Analytics
Pennsylvania
+$30.9M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$21.1M
3
FEG
Fund Evaluation Group
Ohio
+$13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.73M
5
UBS Group
UBS Group
Switzerland
+$7.79M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.65M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.63M
3
CPFP
Clear Perspectives Financial Planning
Ohio
-$3.58M
4
MD
Money Design
Japan
-$1.11M
5
3AM
3EDGE Asset Management
Florida
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
26
Sand Hill Global Advisors
California
$5.38M +$306K +8,533 +6%
RJA
27
Raymond James & Associates
Florida
$5.24M +$1.33M +36,939 +31%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$5.15M +$748K +20,851 +16%
DC
29
DeDora Capital
California
$5.1M +$5.49M +152,916 New
BPA
30
Beacon Pointe Advisors
California
$5.09M -$631K -17,580 -10%
NCM
31
Northland Capital Management
Minnesota
$5.08M +$683K +19,022 +14%
CWP
32
Concord Wealth Partners
Virginia
$4.55M +$437K +12,176 +10%
RC
33
RegentAtlantic Capital
New Jersey
$4.22M +$421K +11,737 +10%
APP
34
Avantax Planning Partners
Iowa
$3.71M -$439K -12,241 -10%
OCM
35
One Capital Management
California
$3.51M +$194K +5,406 +5%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$3.37M +$781K +21,774 +28%
WSFS
37
Wilmington Savings Fund Society
Delaware
$3.36M -$160K -4,452 -4%
Jane Street
38
Jane Street
New York
$3.35M +$3.61M +100,480 New
SCA
39
STALEY CAPITAL ADVISERS
Pennsylvania
$3.34M +$538K +15,000 +18%
ASN
40
Advisory Services Network
Georgia
$3.29M +$1.35M +37,503 +61%
IA
41
IFP Advisors
Florida
$3.24M – – –
SPIA
42
Strategic Point Investment Advisors
Rhode Island
$3.19M +$231K +6,440 +7%
PI
43
PFS Investments
Georgia
$3.06M +$3.3M +91,823 New
MWM
44
Mission Wealth Management
California
$3.05M +$439K +12,234 +15%
CAMV
45
Concord Asset Management (Virginia)
Virginia
$2.96M +$303K +8,429 +10%
PAS
46
Park Avenue Securities
New York
$2.89M -$24.6K -686 -0.8%
VC
47
Vicus Capital
Pennsylvania
$2.83M -$451K -12,566 -13%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$2.72M +$2.9M +80,816 New
RWP
49
RWA Wealth Partners
Massachusetts
$2.61M +$78.3K +2,181 +3%
BWM
50
Baystate Wealth Management
Massachusetts
$2.49M +$324K +9,041 +14%
1
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3 4 5

NULV Hedge Fund Activity: Q2 2022 in Review

183 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2022, worth a combined $1.19B — up 0.21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NULV positions and 10 closed out — a net gain of 22 holders — while 98 added to existing stakes and 33 trimmed.

The largest buyer was Forefront Analytics, opening a new position worth an estimated $30.9M. The largest seller was Bank of America, cutting an estimated $6.65M.

  • 183 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2022, up from 161 in Q1 2022.
  • Funds reported $1.19B of Nuveen ESG Large-Cap Value ETF stock for Q2 2022, up 0.21% quarter-over-quarter.
  • 32 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2022 and 10 closed out, a net change of +22 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2022 was Forefront Analytics, an estimated $30.9M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2022 was Bank of America, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2022.