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Nuveen ESG Large-Cap Value ETF
NULV

203 hedge funds and large institutions have $1.21B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 67

0% more funds holding

Funds holding: 202 → 203 (+1)

0.11% less ownership

Funds ownership: 83.63% → 83.52% (-0.11%)

7% less capital invested

Capital invested by funds: $1.3B → $1.21B (-$87.1M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
85
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$16.7M
2
AAS
Ameritas Advisory Services
Nebraska
+$8.66M
3
EWA
EP Wealth Advisors
California
+$3.98M
4
WAM
WNY Asset Management
New York
+$3.18M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3.01M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$21M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.1M
4
FEG
Fund Evaluation Group
Ohio
-$6.96M
5
DF
Dunhill Financial
United Kingdom
-$4.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
26
Ropes Wealth Advisors
Massachusetts
$5.86M -$104K -2,965 -2%
BWP
27
BSW Wealth Partners
Colorado
$5.77M -$9.68K -277 -0.2%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$5.73M +$1.53M +43,824 +35%
BPA
29
Beacon Pointe Advisors
California
$5.62M +$324K +9,283 +6%
Corient Private Wealth
30
Corient Private Wealth
Florida
$5.59M -$103K -2,945 -2%
AF
31
Allworth Financial
California
$5.49M +$1.71M +48,977 +43%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$5.04M +$62.7K +1,795 +1%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$4.75M +$213K +6,098 +5%
NA
34
NewEdge Advisors
Louisiana
$4.59M -$943K -26,967 -16%
CFS
35
CGC Financial Services
Oregon
$4.46M -$93.9K -2,685 -2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.33M +$1.84M +52,521 +69%
CWP
37
Concord Wealth Partners
Virginia
$4.18M -$451K -12,893 -9%
EB
38
Eastern Bank
Massachusetts
$4.14M -$117K -3,355 -3%
EWA
39
EP Wealth Advisors
California
$3.87M +$3.98M +113,934 +9,688%
SA
40
Stewardship Advisors
Pennsylvania
$3.72M -$88.3K -2,526 -2%
ASN
41
Advisory Services Network
Georgia
$3.7M -$1.05M -29,937 -21%
VC
42
Vicus Capital
Pennsylvania
$3.58M -$10.6K -302 -0.3%
WSFS
43
Wilmington Savings Fund Society
Delaware
$3.39M +$14.9K +426 +0.4%
CAMV
44
Concord Asset Management (Virginia)
Virginia
$3.37M -$68.3K -1,953 -2%
APP
45
Avantax Planning Partners
Iowa
$3.2M -$433K -12,379 -11%
DJSG
46
D.J. St. Germain
Massachusetts
$3.2M +$151K +4,330 +5%
Osaic Holdings
47
Osaic Holdings
Arizona
$3.15M +$636K +18,200 +24%
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$3.12M -$245K -7,000 -7%
WAM
49
WNY Asset Management
New York
$3.05M +$3.18M +90,933 New
BWM
50
Baystate Wealth Management
Massachusetts
$3.05M +$89.8K +2,570 +3%
1
2
3 4 5

NULV Hedge Fund Activity: Q3 2023 in Review

203 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2023, worth a combined $1.21B — down 6.7% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NULV positions and 13 closed out — a net gain of 5 holders — while 85 added to existing stakes and 67 trimmed.

The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $21M.

  • 203 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2023, up from 202 in Q2 2023.
  • Funds reported $1.21B of Nuveen ESG Large-Cap Value ETF stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2023 and 13 closed out, a net change of +5 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2023 was Bank of America, an estimated $16.7M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2023 was Perella Weinberg Partners Capital Management, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2023.