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Nuveen ESG Large-Cap Value ETF

234 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, 86 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

3% more funds holding

Funds holding: 227234 (+7)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.04% more ownership

Funds ownership: 86.54%86.57% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% 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
86
Reduced
84
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$6.77M +$364K +9,637 +6%
VAS
27
Vestmark Advisory Solutions
Massachusetts
$6.74M +$945K +25,006 +16%
Mariner
28
Mariner
Kansas
$6.19M +$1M +26,548 +19%
CFS
29
CGC Financial Services
Oregon
$5.77M +$51K +1,350 +0.9%
BPA
30
Beacon Pointe Advisors
California
$5.75M -$79.1K -2,093 -1%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$5.72M +$268K +7,086 +5%
BWP
32
BSW Wealth Partners
Colorado
$5.64M -$577K -15,281 -9%
CAM
33
Clarity Asset Management
Iowa
$5.39M +$60.6K +1,604 +1%
RWP
34
RWA Wealth Partners
Massachusetts
$5.39M -$112K -2,976 -2%
EB
35
Eastern Bank
Massachusetts
$5.36M -$5.74K -152 -0.1%
Corient Private Wealth
36
Corient Private Wealth
Florida
$5.33M -$169K -4,485 -3%
NA
37
NewEdge Advisors
Louisiana
$5.12M +$495K +13,101 +11%
RCG
38
Regatta Capital Group
California
$5.04M -$131K -3,477 -3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$4.63M -$585K -15,481 -11%
IWA
40
Invera Wealth Advisors
Oregon
$4.45M +$69.9K +1,850 +2%
DJSG
41
D.J. St. Germain
Massachusetts
$4.07M +$102K +2,687 +3%
SA
42
Stewardship Advisors
Pennsylvania
$3.9M -$566K -14,990 -13%
WSFS
43
Wilmington Savings Fund Society
Delaware
$3.76M +$33.6K +890 +0.9%
VC
44
Vicus Capital
Pennsylvania
$3.63M +$39.8K +1,054 +1%
APP
45
Avantax Planning Partners
Iowa
$3.53M -$70.5K -1,866 -2%
EWA
46
EP Wealth Advisors
California
$3.47M -$28.9K -764 -0.8%
MSA
47
Marino Stram & Associates
Massachusetts
$3.32M -$95.1K -2,518 -3%
WAM
48
WNY Asset Management
New York
$3.31M +$11.1K +294 +0.3%
SCA
49
STALEY CAPITAL ADVISERS
Pennsylvania
$3.21M
ODIJL
50
One Day In July LLC
Vermont
$3.17M +$421K +11,147 +15%