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Nuveen ESG Large-Cap Value ETF

180 hedge funds and large institutions have $1.15B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

4.97% more ownership

Funds ownership: 116.46%121.43% (+5%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$41.2M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 183180 (-3)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
89
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$5.12M +$461K +13,473 +9%
DC
27
DeDora Capital
California
$4.83M +$116K +3,402 +2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$4.68M -$95.6K -2,797 -2%
RJA
29
Raymond James & Associates
Florida
$4.62M -$251K -7,340 -5%
RC
30
RegentAtlantic Capital
New Jersey
$4.14M +$261K +7,631 +6%
CWP
31
Concord Wealth Partners
Virginia
$3.95M -$291K -8,516 -6%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.75M -$1.96M -57,230 -32%
ASN
33
Advisory Services Network
Georgia
$3.7M +$722K +21,118 +21%
Jane Street
34
Jane Street
New York
$3.63M +$588K +17,205 +17%
MWM
35
Mission Wealth Management
California
$3.41M +$655K +19,166 +21%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$3.35M +$258K +7,556 +7%
APP
37
Avantax Planning Partners
Iowa
$3.29M -$151K -4,414 -4%
IA
38
IFP Advisors
Florida
$3.27M +$41.2K +1,206 +1%
WSFS
39
Wilmington Savings Fund Society
Delaware
$3.15M +$49.7K +1,455 +1%
SCA
40
STALEY CAPITAL ADVISERS
Pennsylvania
$3.09M
RWA
41
Ropes Wealth Advisors
Massachusetts
$3.05M +$1.37M +40,084 +68%
SPIA
42
Strategic Point Investment Advisors
Rhode Island
$3.02M +$82.1K +2,403 +3%
CAMV
43
Concord Asset Management (Virginia)
Virginia
$2.85M +$125K +3,646 +4%
NCM
44
Northland Capital Management
Minnesota
$2.81M -$2.09M -61,150 -40%
PAS
45
Park Avenue Securities
New York
$2.71M +$49.2K +1,438 +2%
BWM
46
Baystate Wealth Management
Massachusetts
$2.45M +$167K +4,891 +7%
AF
47
Allworth Financial
California
$2.44M +$750K +21,954 +38%
MSA
48
Marino Stram & Associates
Massachusetts
$2.33M +$175K +5,114 +7%
VC
49
Vicus Capital
Pennsylvania
$2.2M -$458K -13,396 -16%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.14M +$31.3K +916 +1%

NULV Hedge Fund Activity: Q3 2022 in Review

180 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2022, worth a combined $1.15B — down 3.5% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NULV and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 89 added.

The largest buyer was Bank of America, adding an estimated $23M. The largest seller was Lido Advisors, cutting an estimated $4.82M.

  • 180 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2022, down from 183 in Q2 2022.
  • Funds reported $1.15B of Nuveen ESG Large-Cap Value ETF stock for Q3 2022, down 3.5% quarter-over-quarter.
  • 14 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2022 and 15 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2022 was Bank of America, an estimated $23M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2022 was Lido Advisors, an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2022.