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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

232 hedge funds and large institutions have $1.37B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 16 closing their positions.

Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
84
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.4M
3
CNBT
3
Canandaigua National Bank & Trust
New York
$2.19M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
GAA
2
Global Assets Advisory
Florida
$0
3
3AM
3
3EDGE Asset Management
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$537M
5
ASN
5
Advisory Services Network
Georgia
$709K
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$6.77M 173,106 +9,637 +6%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$6.74M 178,284 +25,006 +16%
Mariner
28
Mariner
Kansas
$6.19M 163,924 +26,548 +19%
CFS
29
CGC Financial Services
Oregon
$5.77M 152,585 +1,350 +0.9%
BPA
30
Beacon Pointe Advisors
California
$5.75M 152,269 -2,093 -1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$5.72M 151,363 +7,086 +5%
BWP
32
BSW Wealth Partners
Colorado
$5.64M 149,363 -15,281 -9%
CAM
33
Clarity Asset Management
Iowa
$5.39M 142,749 +1,604 +1%
RWP
34
RWA Wealth Partners
Massachusetts
$5.39M 142,711 -2,976 -2%
EB
35
Eastern Bank
Massachusetts
$5.36M 141,891 -152 -0.1%
Corient Private Wealth
36
Corient Private Wealth
Florida
$5.33M 141,086 -4,485 -3%
NA
37
NewEdge Advisors
Louisiana
$5.12M 135,474 +13,101 +11%
RCG
38
Regatta Capital Group
California
$5.04M 133,254 -3,477 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$4.63M 122,490 -15,481 -11%
IWA
40
Invera Wealth Advisors
Oregon
$4.45M 115,677 +1,850 +2%
DJSG
41
D.J. St. Germain
Massachusetts
$4.07M 107,574 +2,687 +3%
SA
42
Stewardship Advisors
Pennsylvania
$3.9M 103,237 -14,990 -13%
WSFS
43
Wilmington Savings Fund Society
Delaware
$3.76M 99,595 +890 +0.9%
VC
44
Vicus Capital
Pennsylvania
$3.63M 95,966 +1,054 +1%
APP
45
Avantax Planning Partners
Iowa
$3.53M 93,445 -1,866 -2%
EWA
46
EP Wealth Advisors
California
$3.47M 91,935 -764 -0.8%
MSA
47
Marino Stram & Associates
Massachusetts
$3.32M 87,756 -2,518 -3%
WAM
48
WNY Asset Management
New York
$3.31M 87,659 +294 +0.3%
SCA
49
STALEY CAPITAL ADVISERS
Pennsylvania
$3.21M 85,000 – –
ODIJL
50
One Day In July LLC
Vermont
$3.17M 83,978 +11,147 +15%
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