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Nuveen ESG Large-Cap Value ETF

240 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, 81 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

3% more funds holding

Funds holding: 234240 (+6)

0.4% more ownership

Funds ownership: 86.57%86.97% (+0.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.45%
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
81
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Mission Wealth Management
California
$7.82M +$306K +7,724 +4%
AF
27
Allworth Financial
California
$7.33M +$102K +2,586 +1%
HighTower Advisors
28
HighTower Advisors
Illinois
$7.26M -$644K -16,274 -9%
FEG
29
Fund Evaluation Group
Ohio
$6.96M -$2.81M -70,860 -30%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$6.71M -$803K -20,281 -11%
RWP
31
RWA Wealth Partners
Massachusetts
$6.65M +$656K +16,569 +12%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$6.42M +$99.6K +2,515 +2%
CFS
33
CGC Financial Services
Oregon
$6.33M -$31.9K -805 -0.5%
BWP
34
BSW Wealth Partners
Colorado
$6.08M -$143K -3,613 -2%
CAM
35
Clarity Asset Management
Iowa
$5.98M +$23.4K +591 +0.4%
EB
36
Eastern Bank
Massachusetts
$5.9M -$17.5K -442 -0.3%
NA
37
NewEdge Advisors
Louisiana
$5.72M +$65.7K +1,658 +1%
RCG
38
Regatta Capital Group
California
$5.52M -$39.2K -989 -0.7%
DJSG
39
D.J. St. Germain
Massachusetts
$4.45M -$39.5K -997 -0.9%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$4.4M -$673K -16,993 -14%
SA
41
Stewardship Advisors
Pennsylvania
$4.27M -$33.3K -842 -0.8%
WSFS
42
Wilmington Savings Fund Society
Delaware
$4.15M -$9.03K -228 -0.2%
IWA
43
Invera Wealth Advisors
Oregon
$4.07M -$753K -19,020 -16%
VC
44
Vicus Capital
Pennsylvania
$3.97M -$35.6K -898 -0.9%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$3.8M +$1.1M +27,678 +44%
MSA
46
Marino Stram & Associates
Massachusetts
$3.65M -$12.2K -309 -0.4%
WAM
47
WNY Asset Management
New York
$3.59M -$66.6K -1,681 -2%
AssetMark Inc
48
AssetMark Inc
California
$3.58M +$455K +11,492 +15%
EWA
49
EP Wealth Advisors
California
$3.56M -$261K -6,580 -7%
SCA
50
STALEY CAPITAL ADVISERS
Pennsylvania
$3.55M

NULV Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2024, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NULV positions and 9 closed out — a net gain of 8 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.97M. The largest seller was Bank of America, cutting an estimated $9.02M.

  • 240 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $1.52B of Nuveen ESG Large-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.97M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2024.