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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

161 hedge funds and large institutions have $1.18B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+21
Holders Change %
+15%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
80
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$32.2M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$29.9M
3
Bank of America
3
Bank of America
North Carolina
$482M
4
TF
4
TIAA FSB
Florida
$151M
5
Lido Advisors
5
Lido Advisors
California
$18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.3M
2
MD
2
Money Design
Japan
$13.1M
3
PI
3
PFS Investments
Georgia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.2M
5
RJA
5
Raymond James & Associates
Florida
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
51
D.J. St. Germain
Massachusetts
$1.92M +$1.92M +50,353 New
SIM
52
Seaview Investment Managers
Florida
$1.9M +$1.9M +49,928 New
AF
53
Allworth Financial
California
$1.77M +$783K +20,606 +79%
B
54
Bailard
California
$1.59M -$14.2K -374 -0.9%
EA
55
Evolution Advisers
Virginia
$1.55M +$65.2K +1,715 +4%
Osaic Holdings
56
Osaic Holdings
Arizona
$1.53M +$248K +6,476 +19%
WP
57
WealthShield Partners
North Carolina
$1.53M +$1.53M +40,136 New
RCG
58
Regatta Capital Group
California
$1.52M +$1.52M +39,880 New
BCI
59
Brinker Capital Investments
Pennsylvania
$1.5M -$10.9K -287 -0.7%
RWA
60
Ropes Wealth Advisors
Massachusetts
$1.46M +$1.46M +38,389 New
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$1.42M -$22.4K -588 -2%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$1.33M +$360K +9,455 +37%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$769K +20,231 +152%
HGWM
64
Harvest Group Wealth Management
Massachusetts
$1.27M +$1.27M +33,489 New
OWM
65
Opes Wealth Management
California
$1.23M +$511K +13,440 +71%
LFG
66
Lockerman Financial Group
California
$1.21M -$647 -17 -0.1%
NA
67
NewEdge Advisors
Louisiana
$1.14M +$69.5K +1,828 +6%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$1.1M +$1.1M +28,889 New
WCFA
69
Walkner Condon Financial Advisors
Wisconsin
$1.07M +$1.07M +28,186 New
PAG
70
Private Advisor Group
New Jersey
$1.06M -$133K -3,507 -11%
RA
71
RFG Advisory
Alabama
$1.03M +$189K +4,962 +22%
AAS
72
Avantax Advisory Services
Texas
$944K +$190K +5,002 +25%
Truist Financial
73
Truist Financial
North Carolina
$923K +$371K +9,762 +67%
AA
74
Addison Advisors
Vermont
$907K +$86.2K +2,266 +10%
BSW
75
Buckingham Strategic Wealth
Missouri
$886K +$886K +23,298 New
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3
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