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Nuveen ESG Large-Cap Value ETF
NULV

85 hedge funds and large institutions have $604M invested in Nuveen ESG Large-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,400% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 1

389% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 9

33% more funds holding

Funds holding: 64 → 85 (+21)

32% more capital invested

Capital invested by funds: $459M → $604M (+$145M)

1.45% more ownership

Funds ownership: 85.07% → 86.52% (+1.4%)

Holders
85
Holders Change
+21
Holders Change %
+32.81%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
44
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$27M
2
TF
TIAA FSB
Florida
+$8.09M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.95M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.12M
5
SA
Stewardship Advisors
Pennsylvania
+$2.91M

Top Sellers

Rank Fund Capital Flow
1
APP
Avantax Planning Partners
Iowa
-$245K
2
CFA
Carroll Financial Associates
North Carolina
-$142K
3
SFS
Sowell Financial Services
Arkansas
-$73.5K
4
WP
WealthShield Partners
North Carolina
-$60K
5
SC
Savant Capital
Illinois
-$57.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
51
Financial Architects (New Jersey)
New Jersey
$416K +$122K +3,910 +45%
Lido Advisors
52
Lido Advisors
California
$409K +$390K +12,440 New
KLI
53
Kelman-Lazarov Inc
Tennessee
$407K +$4.67K +149 +1%
RA
54
RFG Advisory
Alabama
$391K +$363K +11,594 New
WFA
55
Wipfli Financial Advisors
Wisconsin
$386K +$367K +11,721 New
CCM
56
Colorado Capital Management
Colorado
$374K – – –
BOS
57
Bingham Osborn & Scarborough
California
$364K +$346K +11,059 New
CI
58
CX Institutional
Indiana
$338K -$37.8K -1,206 -11%
Citadel Advisors
59
Citadel Advisors
Florida
$316K +$300K +9,590 New
SC
60
Savant Capital
Illinois
$308K -$57.7K -1,842 -16%
SFS
61
Sowell Financial Services
Arkansas
$293K -$73.5K -2,347 -21%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$289K +$155K +4,943 +129%
OPS
63
Orion Portfolio Solutions
Nebraska
$263K +$250K +7,990 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$256K +$3.82K +122 +2%
MDCM
65
Morgan Dempsey Capital Management
Wisconsin
$245K -$20.5K -654 -8%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$2.32K +74 +1%
SPC
67
Sigma Planning Corp
Michigan
$205K +$195K +6,229 New
Bessemer Group
68
Bessemer Group
New Jersey
$169K – – –
AA
69
Addison Advisors
Vermont
$164K +$156K +4,970 New
ACA
70
Atlas Capital Advisors
Wyoming
$147K +$140K +4,458 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$139K +$123K +3,914 +1,283%
SPIA
72
Steward Partners Investment Advisory
New York
$110K +$79.6K +2,541 +319%
RFA
73
Reilly Financial Advisors
California
$79K – – –
GWM
74
Geneos Wealth Management
Colorado
$73K +$64.6K +2,063 New
US Bancorp
75
US Bancorp
Minnesota
$54K +$51.3K +1,639 New
1 2
3
4

NULV Hedge Fund Activity: Q4 2020 in Review

85 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2020, worth a combined $604M — up 32% from $459M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULV positions and 1 closed out — a net gain of 24 holders — while 44 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $27M. The largest seller was Avantax Planning Partners, cutting an estimated $245K.

  • 85 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $604M of Nuveen ESG Large-Cap Value ETF stock for Q4 2020, up 32% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2020 and 1 closed out, a net change of +24 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2020 was Bank of America, an estimated $27M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2020 was Avantax Planning Partners, an estimated $245K sold.

Based on aggregated 13F filings for Q4 2020.