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Nuveen ESG Large-Cap Value ETF

180 hedge funds and large institutions have $1.15B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

4.97% more ownership

Funds ownership: 116.46%121.43% (+5%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$41.2M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 183180 (-3)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
89
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$2.11M -$135K -3,947 -5%
BF
52
BOK Financial
Oklahoma
$2.07M -$92K -2,692 -4%
UB
53
UMB Bank
Missouri
$2.02M +$39.7K +1,161 +2%
EB
54
Eastern Bank
Massachusetts
$1.92M +$89.8K +2,626 +4%
DJSG
55
D.J. St. Germain
Massachusetts
$1.87M
Osaic Holdings
56
Osaic Holdings
Arizona
$1.81M +$600K +17,563 +43%
RCG
57
Regatta Capital Group
California
$1.72M
JMPWA
58
JP Morgan Private Wealth Advisors
California
$1.65M +$1.17M +34,202 +177%
Citadel Advisors
59
Citadel Advisors
Florida
$1.62M +$1.79M +52,356 New
MWM
60
Mascoma Wealth Management
New Hampshire
$1.45M +$167K +4,882 +12%
B
61
Bailard
California
$1.43M +$67.3K +1,970 +4%
OCM
62
One Capital Management
California
$1.39M -$2.06M -60,306 -57%
FCG
63
Financial Connections Group
California
$1.34M -$43.5K -1,272 -3%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$1.3M +$127K +3,729 +10%
RBA
65
Richard Bernstein Advisors
New York
$1.27M +$37.6K +1,100 +3%
OWM
66
Opes Wealth Management
California
$1.27M +$232K +6,800 +20%
ODIJL
67
One Day In July LLC
Vermont
$1.26M +$761K +22,275 +120%
EA
68
Evolution Advisers
Virginia
$1.26M -$40.4K -1,181 -3%
TRCT
69
Tower Research Capital (TRC)
New York
$1.26M +$994K +29,079 +250%
PAG
70
Private Advisor Group
New Jersey
$1.24M +$31.1K +911 +2%
WP
71
WealthShield Partners
North Carolina
$1.22M -$20.7K -606 -2%
MFG
72
Merit Financial Group
Georgia
$1.21M +$64.8K +1,896 +5%
NA
73
NewEdge Advisors
Louisiana
$1.2M -$80.4K -2,351 -6%
WWA
74
WCG Wealth Advisors
Nevada
$1.19M -$24.6K -719 -2%
FLPIM
75
F.L. Putnam Investment Management
Massachusetts
$1.16M -$19.7K -577 -2%

NULV Hedge Fund Activity: Q3 2022 in Review

180 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2022, worth a combined $1.15B — down 3.5% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NULV and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 89 added.

The largest buyer was Bank of America, adding an estimated $23M. The largest seller was Lido Advisors, cutting an estimated $4.82M.

  • 180 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2022, down from 183 in Q2 2022.
  • Funds reported $1.15B of Nuveen ESG Large-Cap Value ETF stock for Q3 2022, down 3.5% quarter-over-quarter.
  • 14 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2022 and 15 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2022 was Bank of America, an estimated $23M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2022 was Lido Advisors, an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2022.