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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

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
Holders
85
Holders Change
+21
Holders Change %
+32.81%
% of All Funds
1.51%
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

1
Bank of America
Bank of America
North Carolina
+$28.4M
2
TF
TIAA FSB
Florida
+$8.51M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.36M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.48M
5
SA
Stewardship Advisors
Pennsylvania
+$3.06M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$16.1M
2
APP
Avantax Planning Partners
Iowa
-$257K
3
CFA
Carroll Financial Associates
North Carolina
-$147K
4
SFS
Sowell Financial Services
Arkansas
-$77.3K
5
SC
Savant Capital
Illinois
-$60.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
FANJ
51
Financial Architects (New Jersey)
New Jersey
$416K +$129K +3,910 +45%
Lido Advisors
52
Lido Advisors
California
$409K +$409K +12,440 New
KLI
53
Kelman-Lazarov Inc
Tennessee
$407K +$4.9K +149 +1%
RA
54
RFG Advisory
Alabama
$391K +$391K +11,594 New
WFA
55
Wipfli Financial Advisors
Wisconsin
$386K +$386K +11,721 New
CCM
56
Colorado Capital Management
Colorado
$374K – – –
BOS
57
Bingham Osborn & Scarborough
California
$364K +$364K +11,059 New
CI
58
CX Institutional
Indiana
$338K -$39.8K -1,206 -11%
Citadel Advisors
59
Citadel Advisors
Florida
$316K +$316K +9,590 New
SC
60
Savant Capital
Illinois
$308K -$60.8K -1,842 -16%
SFS
61
Sowell Financial Services
Arkansas
$293K -$77.3K -2,347 -21%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$289K +$163K +4,943 +129%
OPS
63
Orion Portfolio Solutions
Nebraska
$263K +$263K +7,990 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$256K +$4.02K +122 +2%
MDCM
65
Morgan Dempsey Capital Management
Wisconsin
$245K -$21.5K -654 -8%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$2.44K +74 +1%
SPC
67
Sigma Planning Corp
Michigan
$205K +$205K +6,229 New
Bessemer Group
68
Bessemer Group
New Jersey
$169K – – –
AA
69
Addison Advisors
Vermont
$164K +$164K +4,970 New
ACA
70
Atlas Capital Advisors
Wyoming
$147K +$147K +4,458 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$139K +$129K +3,914 +1,283%
SPIA
72
Steward Partners Investment Advisory
New York
$110K +$83.8K +2,541 +319%
RFA
73
Reilly Financial Advisors
California
$79K – – –
GWM
74
Geneos Wealth Management
Colorado
$73K +$73K +2,063 New
US Bancorp
75
US Bancorp
Minnesota
$54K +$54K +1,639 New
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