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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

218 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$19.6M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.46M
4
BCAM
4
Boston Common Asset Management
Massachusetts
$2.45M
5
3AM
5
3EDGE Asset Management
Florida
$2.38M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.7M
2
Bank of America
2
Bank of America
North Carolina
$495M
3
LWP
3
Laurel Wealth Planning
Minnesota
$300K
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$127M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
26
BSW Wealth Partners
Colorado
$6.09M -$79.1K -2,202 -1%
Corient Private Wealth
27
Corient Private Wealth
Florida
$5.8M -$174K -4,835 -3%
AAS
28
Ameritas Advisory Services
Nebraska
$5.6M -$3.29M -91,707 -37%
BPA
29
Beacon Pointe Advisors
California
$5.5M -$510K -14,193 -8%
AF
30
Allworth Financial
California
$5.47M -$400K -11,152 -7%
RWP
31
RWA Wealth Partners
Massachusetts
$5.46M +$5.46M +151,925 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$5.21M -$176K -4,897 -3%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$5.01M -$72.4K -2,017 -1%
CFS
34
CGC Financial Services
Oregon
$4.88M +$109K +3,049 +2%
NA
35
NewEdge Advisors
Louisiana
$4.76M -$158K -4,400 -3%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.55M -$76.1K -2,118 -2%
EB
37
Eastern Bank
Massachusetts
$4.49M +$59.3K +1,650 +1%
SA
38
Stewardship Advisors
Pennsylvania
$4.07M +$89.1K +2,480 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$4.04M -$3.99M -110,992 -50%
IWA
40
Invera Wealth Advisors
Oregon
$4.01M +$4.01M +111,707 New
ASN
41
Advisory Services Network
Georgia
$3.76M -$201K -5,602 -5%
DJSG
42
D.J. St. Germain
Massachusetts
$3.61M +$196K +5,467 +6%
CWP
43
Concord Wealth Partners
Virginia
$3.5M -$964K -26,831 -22%
BWM
44
Baystate Wealth Management
Massachusetts
$3.46M +$197K +5,493 +6%
VC
45
Vicus Capital
Pennsylvania
$3.42M -$413K -11,492 -11%
APP
46
Avantax Planning Partners
Iowa
$3.41M -$11.3K -314 -0.3%
EWA
47
EP Wealth Advisors
California
$3.37M -$759K -21,144 -18%
MSA
48
Marino Stram & Associates
Massachusetts
$3.2M +$112K +3,115 +4%
SCA
49
STALEY CAPITAL ADVISERS
Pennsylvania
$3.05M -$287K -8,000 -9%
BRIA
50
Balanced Rock Investment Advisors
Massachusetts
$3.05M +$3.05M +84,870 New
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