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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
225
Holders Change
+7
Holders Change %
+3.21%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
97
Reduced
72
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$555M
2
FA
2
Forefront Analytics
Pennsylvania
$15.5M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$147M
4
CA
4
Cetera Advisors
Colorado
$5.24M
5
AAS
5
Ameritas Advisory Services
Nebraska
$10M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
CAM
3
Clarity Asset Management
Iowa
$5.48M
4
Lido Advisors
4
Lido Advisors
California
$7.19M
5
RCG
5
Regatta Capital Group
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
BWP
26
BSW Wealth Partners
Colorado
$6.4M 164,644 -4,977 -3%
AF
27
Allworth Financial
California
$6.35M 163,469 +11,141 +7%
BPA
28
Beacon Pointe Advisors
California
$6M 154,362 +1,104 +0.7%
VAS
29
Vestmark Advisory Solutions
Massachusetts
$5.96M 153,278 +13,899 +10%
CFS
30
CGC Financial Services
Oregon
$5.88M 151,235 +15,347 +11%
RWP
31
RWA Wealth Partners
Massachusetts
$5.66M 145,687 -6,238 -4%
Corient Private Wealth
32
Corient Private Wealth
Florida
$5.66M 145,571 -15,978 -10%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$5.61M 144,277 +17,522 +14%
EB
34
Eastern Bank
Massachusetts
$5.52M 142,043 +17,084 +14%
CAM
35
Clarity Asset Management
Iowa
$5.48M 141,145 -163,358 -54%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$5.36M 137,971 +25,504 +23%
Mariner
37
Mariner
Kansas
$5.34M 137,376 +101,408 +282%
RCG
38
Regatta Capital Group
California
$5.31M 136,731 -79,994 -37%
CA
39
Cetera Advisors
Colorado
$5.24M 134,772 +126,003 +1,437%
NA
40
NewEdge Advisors
Louisiana
$4.76M 122,373 -9,947 -8%
SA
41
Stewardship Advisors
Pennsylvania
$4.59M 118,227 +4,966 +4%
IWA
42
Invera Wealth Advisors
Oregon
$4.17M 113,827 +2,120 +2%
DJSG
43
D.J. St. Germain
Massachusetts
$4.08M 104,887 +4,287 +4%
3AM
44
3EDGE Asset Management
Florida
$3.86M 99,205 +33,056 +50%
WSFS
45
Wilmington Savings Fund Society
Delaware
$3.84M 98,705 +98,705 New
APP
46
Avantax Planning Partners
Iowa
$3.7M 95,311 +214 +0.2%
VC
47
Vicus Capital
Pennsylvania
$3.69M 94,912 -192 -0.2%
EWA
48
EP Wealth Advisors
California
$3.6M 92,699 -1,267 -1%
MSA
49
Marino Stram & Associates
Massachusetts
$3.51M 90,274 +1,044 +1%
WAM
50
WNY Asset Management
New York
$3.4M 87,365 +3,997 +5%
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