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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

238 hedge funds and large institutions have $1.52B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 9 closing their positions.

Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
96
Reduced
80
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$40.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.9M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$163M
4
Lido Advisors
4
Lido Advisors
California
$11.5M
5
BPA
5
Beacon Pointe Advisors
California
$9.98M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$584M
2
APP
2
Avantax Planning Partners
Iowa
$523K
3
FEG
3
Fund Evaluation Group
Ohio
$6.97M
4
GS
4
GTS Securities
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
Mission Wealth Management
California
$7.82M 187,457 +7,724 +4%
AF
27
Allworth Financial
California
$7.33M 175,692 +2,586 +1%
HighTower Advisors
28
HighTower Advisors
Illinois
$7.26M 173,904 -16,274 -9%
FEG
29
Fund Evaluation Group
Ohio
$6.97M 166,939 -70,860 -30%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$6.71M 160,849 -20,281 -11%
RWP
31
RWA Wealth Partners
Massachusetts
$6.65M 159,280 +16,569 +12%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$6.42M 153,878 +2,515 +2%
CFS
33
CGC Financial Services
Oregon
$6.33M 151,780 -805 -0.5%
BWP
34
BSW Wealth Partners
Colorado
$6.08M 145,750 -3,613 -2%
CAM
35
Clarity Asset Management
Iowa
$5.98M 143,340 +591 +0.4%
EB
36
Eastern Bank
Massachusetts
$5.9M 141,449 -442 -0.3%
NA
37
NewEdge Advisors
Louisiana
$5.72M 137,132 +1,658 +1%
RCG
38
Regatta Capital Group
California
$5.52M 132,265 -989 -0.7%
DJSG
39
D.J. St. Germain
Massachusetts
$4.45M 106,577 -997 -0.9%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$4.4M 105,497 -16,993 -14%
SA
41
Stewardship Advisors
Pennsylvania
$4.27M 102,395 -842 -0.8%
WSFS
42
Wilmington Savings Fund Society
Delaware
$4.15M 99,367 -228 -0.2%
IWA
43
Invera Wealth Advisors
Oregon
$4.07M 96,657 -19,020 -16%
VC
44
Vicus Capital
Pennsylvania
$3.97M 95,068 -898 -0.9%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$3.8M 91,173 +27,678 +44%
MSA
46
Marino Stram & Associates
Massachusetts
$3.65M 87,447 -309 -0.4%
WAM
47
WNY Asset Management
New York
$3.59M 85,978 -1,681 -2%
AssetMark Inc
48
AssetMark Inc
California
$3.58M 85,797 +11,492 +15%
EWA
49
EP Wealth Advisors
California
$3.56M 85,355 -6,580 -7%
SCA
50
STALEY CAPITAL ADVISERS
Pennsylvania
$3.55M 85,000 – –
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