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Nuveen ESG Large-Cap Value ETF

249 hedge funds and large institutions have $1.45B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

60% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 70

4% more funds holding

Funds holding: 240249 (+9)

1.97% more ownership

Funds ownership: 86.97%88.94% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.52B → $1.45B (-$73.8M)

Holders
249
Holders Change
+9
Holders Change %
+3.75%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
112
Reduced
70
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$7.26M +$96.3K +2,320 +1%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.24M +$1.25M +30,138 +20%
HighTower Advisors
28
HighTower Advisors
Illinois
$6.97M +$131K +3,158 +2%
AAS
29
Ameritas Advisory Services
Nebraska
$6.84M -$3.24M -78,105 -31%
RWP
30
RWA Wealth Partners
Massachusetts
$6.37M +$101K +2,436 +2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$6.02M -$327K -7,869 -5%
CFS
32
CGC Financial Services
Oregon
$5.93M -$47.7K -1,150 -0.8%
CAM
33
Clarity Asset Management
Iowa
$5.59M -$51.7K -1,245 -0.9%
RCG
34
Regatta Capital Group
California
$5.54M +$350K +8,422 +6%
EB
35
Eastern Bank
Massachusetts
$5.45M -$121K -2,914 -2%
NA
36
NewEdge Advisors
Louisiana
$5.42M +$24.1K +580 +0.4%
BWP
37
BSW Wealth Partners
Colorado
$5.41M -$346K -8,330 -6%
Corient Private Wealth
38
Corient Private Wealth
Florida
$4.97M -$5.57M -134,207 -52%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$4.92M +$1.4M +33,722 +37%
DJSG
40
D.J. St. Germain
Massachusetts
$4.66M +$490K +11,805 +11%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$4.01M -$151K -3,641 -3%
IWA
42
Invera Wealth Advisors
Oregon
$3.91M -$47.5K -1,145 -1%
VC
43
Vicus Capital
Pennsylvania
$3.87M +$136K +3,269 +3%
AssetMark Inc
44
AssetMark Inc
California
$3.62M +$252K +6,075 +7%
WSFS
45
Wilmington Savings Fund Society
Delaware
$3.44M -$500K -12,049 -12%
MSA
46
Marino Stram & Associates
Massachusetts
$3.4M -$47.3K -1,139 -1%
SCA
47
STALEY CAPITAL ADVISERS
Pennsylvania
$3.35M
WAM
48
WNY Asset Management
New York
$3.32M -$64.6K -1,556 -2%
ODIJL
49
One Day In July LLC
Vermont
$3.31M +$21.3K +512 +0.6%
PAS
50
Park Avenue Securities
New York
$3.1M -$3.74K -90 -0.1%

NULV Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2024, worth a combined $1.45B — down 4.9% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 17 closed out — a net gain of 13 holders — while 112 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19.8M. The largest seller was Bank of America, cutting an estimated $17.7M.

  • 249 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2024, up from 240 in Q3 2024.
  • Funds reported $1.45B of Nuveen ESG Large-Cap Value ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2024 and 17 closed out, a net change of +13 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $19.8M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2024 was Bank of America, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.