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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

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.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
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
1
Bank of America
North Carolina
$476M
2
AAS
2
Ameritas Advisory Services
Nebraska
$8.32M
3
EWA
3
EP Wealth Advisors
California
$3.87M
4
WAM
4
WNY Asset Management
New York
$3.05M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$67.1M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$2.52M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.82M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23M
4
FEG
4
Fund Evaluation Group
Ohio
$9.08M
5
DF
5
Dunhill Financial
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
26
Ropes Wealth Advisors
Massachusetts
$5.86M -$99.6K -2,965 -2%
BWP
27
BSW Wealth Partners
Colorado
$5.77M -$9.3K -277 -0.2%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$5.73M +$1.47M +43,824 +35%
BPA
29
Beacon Pointe Advisors
California
$5.62M +$312K +9,283 +6%
Corient Private Wealth
30
Corient Private Wealth
Florida
$5.59M -$98.9K -2,945 -2%
AF
31
Allworth Financial
California
$5.49M +$1.65M +48,977 +43%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$5.04M +$60.3K +1,795 +1%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$4.75M +$205K +6,098 +5%
NA
34
NewEdge Advisors
Louisiana
$4.59M -$906K -26,967 -16%
CFS
35
CGC Financial Services
Oregon
$4.46M -$90.2K -2,685 -2%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.33M +$1.76M +52,521 +69%
CWP
37
Concord Wealth Partners
Virginia
$4.18M -$433K -12,893 -9%
EB
38
Eastern Bank
Massachusetts
$4.14M -$113K -3,355 -3%
EWA
39
EP Wealth Advisors
California
$3.87M +$3.83M +113,934 +9,688%
SA
40
Stewardship Advisors
Pennsylvania
$3.72M -$84.8K -2,526 -2%
ASN
41
Advisory Services Network
Georgia
$3.7M -$1.01M -29,937 -21%
VC
42
Vicus Capital
Pennsylvania
$3.58M -$10.1K -302 -0.3%
WSFS
43
Wilmington Savings Fund Society
Delaware
$3.39M +$14.3K +426 +0.4%
CAMV
44
Concord Asset Management (Virginia)
Virginia
$3.37M -$65.6K -1,953 -2%
APP
45
Avantax Planning Partners
Iowa
$3.2M -$416K -12,379 -11%
DJSG
46
D.J. St. Germain
Massachusetts
$3.2M +$145K +4,330 +5%
Osaic Holdings
47
Osaic Holdings
Arizona
$3.15M +$612K +18,200 +24%
SCA
48
STALEY CAPITAL ADVISERS
Pennsylvania
$3.12M -$235K -7,000 -7%
WAM
49
WNY Asset Management
New York
$3.05M +$3.05M +90,933 New
BWM
50
Baystate Wealth Management
Massachusetts
$3.05M +$86.3K +2,570 +3%
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