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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

197 hedge funds and large institutions have $1.28B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 97 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
97
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$459M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$89.9M
3
OBWP
O'Brien Wealth Partners
Massachusetts
$6.1M
4
MD
Money Design
Japan
$16.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.1M

Top Sellers

1
FA
Forefront Analytics
Pennsylvania
$6.37M
2
UBS Group
UBS Group
Switzerland
$31.9M
3
IA
IFP Advisors
Florida
$0
4
DC
DeDora Capital
California
$233K
5
EWA
EP Wealth Advisors
California
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
26
Ropes Wealth Advisors
Massachusetts
$5.92M +$84.5K +2,479 +1%
MWM
27
Mission Wealth Management
California
$5.91M +$1.47M +43,019 +33%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$5.86M +$844K +24,769 +17%
BWP
29
BSW Wealth Partners
Colorado
$5.72M -$32.8K -962 -0.6%
ASN
30
Advisory Services Network
Georgia
$5.53M +$478K +14,042 +9%
RCG
31
Regatta Capital Group
California
$5.49M – – –
NA
32
NewEdge Advisors
Louisiana
$5.28M -$325K -9,541 -6%
BPA
33
Beacon Pointe Advisors
California
$4.95M -$384K -11,262 -7%
CWP
34
Concord Wealth Partners
Virginia
$4.43M -$79K -2,318 -2%
EB
35
Eastern Bank
Massachusetts
$4.35M +$2.17M +63,738 +99%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$4.23M +$162K +4,764 +4%
APP
37
Avantax Planning Partners
Iowa
$3.75M -$160K -4,693 -4%
SPIA
38
Strategic Point Investment Advisors
Rhode Island
$3.51M +$70.2K +2,060 +2%
WSFS
39
Wilmington Savings Fund Society
Delaware
$3.5M +$22K +645 +0.6%
CAMV
40
Concord Asset Management (Virginia)
Virginia
$3.48M +$416K +12,200 +14%
VC
41
Vicus Capital
Pennsylvania
$3.44M +$345K +10,138 +11%
SCA
42
STALEY CAPITAL ADVISERS
Pennsylvania
$3.41M – – –
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$3.4M +$1.03M +30,324 +44%
AF
44
Allworth Financial
California
$3.24M +$585K +17,180 +22%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$3.09M +$1.75M +51,228 +130%
BWM
46
Baystate Wealth Management
Massachusetts
$3M +$2.35K +69 +0.1%
PAS
47
Park Avenue Securities
New York
$3M +$27K +793 +0.9%
MSA
48
Marino Stram & Associates
Massachusetts
$2.87M +$212K +6,215 +8%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.49M +$67.9K +1,992 +3%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.42M -$40.7K -1,194 -2%
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