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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

202 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
80
Reduced
68
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$474M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$23.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$4.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.47M
5
RCG
5
Regatta Capital Group
California
$7.65M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$66.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.7M
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
SHGA
4
Sand Hill Global Advisors
California
$0
5
FA
5
Forefront Analytics
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$5.87M -$214K -6,181 -4%
NA
27
NewEdge Advisors
Louisiana
$5.67M +$306K +8,832 +6%
BPA
28
Beacon Pointe Advisors
California
$5.48M +$442K +12,748 +9%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$5.14M -$823K -23,747 -14%
ASN
30
Advisory Services Network
Georgia
$4.86M -$762K -21,993 -14%
CWP
31
Concord Wealth Partners
Virginia
$4.76M +$249K +7,187 +6%
CFS
32
CGC Financial Services
Oregon
$4.7M +$4.7M +135,524 New
VAS
33
Vestmark Advisory Solutions
Massachusetts
$4.69M +$383K +11,061 +9%
DF
34
Dunhill Financial
United Kingdom
$4.61M +$4.61M +133,227 New
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$4.39M +$3.16M +91,320 +258%
EB
36
Eastern Bank
Massachusetts
$4.39M -$39.5K -1,139 -0.9%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$4.27M +$1.12M +32,437 +36%
EWA
38
EP Wealth Advisors
California
$4.1M -$1.16M -333 -22%
AF
39
Allworth Financial
California
$3.97M +$671K +19,377 +20%
SA
40
Stewardship Advisors
Pennsylvania
$3.93M -$2.72M -78,385 -41%
APP
41
Avantax Planning Partners
Iowa
$3.73M -$83.7K -2,416 -2%
VC
42
Vicus Capital
Pennsylvania
$3.7M +$206K +5,954 +6%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$3.58M +$1.17M +33,675 +48%
SPIA
44
Strategic Point Investment Advisors
Rhode Island
$3.58M +$2.6K +75 +0.1%
CAMV
45
Concord Asset Management (Virginia)
Virginia
$3.55M +$8.28K +239 +0.2%
WSFS
46
Wilmington Savings Fund Society
Delaware
$3.49M -$72.7K -2,099 -2%
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$3.47M – – –
OPS
48
Orion Portfolio Solutions
Nebraska
$3.32M +$1.23M +35,506 +59%
BCI
49
Brinker Capital Investments
Pennsylvania
$3.32M +$1.23M +35,506 +59%
DJSG
50
D.J. St. Germain
Massachusetts
$3.15M +$3.15M +90,803 New
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