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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

115 hedge funds and large institutions have $845M invested in Nuveen ESG Large-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
62
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$19.8M
2
Bank of America
2
Bank of America
North Carolina
$411M
3
UBS Group
3
UBS Group
Switzerland
$18.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$24.3M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$27.4M
2
TAS
2
TIFF Advisory Services
Pennsylvania
$0
3
WCFA
3
Walkner Condon Financial Advisors
Wisconsin
$1.19M
4
MSA
4
Marino Stram & Associates
Massachusetts
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$520K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
CGN Advisors
Kansas
$781K +$14.2K +376 +2%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$737K +$88.5K +2,345 +14%
CTC
53
Central Trust Company
Missouri
$683K +$830 +22 +0.1%
TRCT
54
Tower Research Capital (TRC)
New York
$661K +$8.41K +223 +1%
RA
55
RFG Advisory
Alabama
$651K +$23.2K +616 +4%
SAS
56
Sage Advisory Services
Texas
$632K -$56.8K -1,503 -8%
BAM
57
Belpointe Asset Management
Nevada
$631K +$28.7K +760 +5%
AA
58
Addison Advisors
Vermont
$617K +$617K +16,340 New
MDCM
59
Morgan Dempsey Capital Management
Wisconsin
$578K -$93.3K -2,473 -14%
3AM
60
3EDGE Asset Management
Florida
$578K +$578K +15,300 New
OCM
61
One Capital Management
California
$575K +$575K +15,245 New
AAS
62
Avantax Advisory Services
Texas
$557K +$322K +8,537 +137%
CI
63
CX Institutional
Indiana
$538K +$4.95K +131 +0.9%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$536K +$166K +4,412 +45%
DADC
65
D.A. Davidson & Co
Montana
$521K +$30.2K +802 +6%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$520K -$769K -20,400 -60%
WFA
67
Wipfli Financial Advisors
Wisconsin
$511K -$64K -1,696 -11%
FHA
68
First Horizon Advisors
Tennessee
$506K +$506K +13,411 New
AF
69
Advisornet Financial
Minnesota
$502K +$15.3K +405 +3%
HI
70
Harbour Investments
Wisconsin
$468K +$103K +2,720 +28%
KLI
71
Kelman-Lazarov Inc
Tennessee
$465K -$66.6K -1,763 -13%
CCM
72
Colorado Capital Management
Colorado
$430K – – –
BOS
73
Bingham Osborn & Scarborough
California
$417K – – –
US Bancorp
74
US Bancorp
Minnesota
$403K +$341K +9,048 +552%
EH
75
Equitable Holdings
New York
$374K -$2.98K -79 -0.8%
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