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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

197 hedge funds and large institutions have $1.28B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 97 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
97
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$459M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$89.9M
3
OBWP
O'Brien Wealth Partners
Massachusetts
$6.1M
4
MD
Money Design
Japan
$16.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.1M

Top Sellers

1
FA
Forefront Analytics
Pennsylvania
$6.37M
2
UBS Group
UBS Group
Switzerland
$31.9M
3
IA
IFP Advisors
Florida
$0
4
DC
DeDora Capital
California
$233K
5
EWA
EP Wealth Advisors
California
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$2.38M +$2.04M +59,904 +608%
FLPIM
52
F.L. Putnam Investment Management
Massachusetts
$2.34M +$197K +5,773 +9%
ODIJL
53
One Day In July LLC
Vermont
$2.33M +$41.5K +1,218 +2%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$2.24M -$2.3M -67,557 -51%
UB
55
UMB Bank
Missouri
$2.21M -$24.2K -711 -1%
BCI
56
Brinker Capital Investments
Pennsylvania
$2.06M +$760K +22,307 +59%
OPS
57
Orion Portfolio Solutions
Nebraska
$2.06M +$1.28M +37,510 +164%
Bank of New York Mellon
58
Bank of New York Mellon
New York
$2.05M +$733K +21,525 +56%
BF
59
BOK Financial
Oklahoma
$1.98M +$112K +3,296 +6%
PAG
60
Private Advisor Group
New Jersey
$1.98M -$172K -5,054 -8%
MWM
61
Mascoma Wealth Management
New Hampshire
$1.89M +$159K +4,639 +9%
PI
62
PFS Investments
Georgia
$1.79M +$1.79M +52,678 New
RJA
63
Raymond James & Associates
Florida
$1.76M -$386K -11,338 -18%
OWM
64
Opes Wealth Management
California
$1.71M +$309K +9,080 +22%
SC
65
Savant Capital
Illinois
$1.7M +$421K +12,366 +33%
MFG
66
Merit Financial Group
Georgia
$1.68M +$132K +3,886 +9%
EA
67
Evolution Advisers
Virginia
$1.66M +$15.2K +446 +0.9%
B
68
Bailard
California
$1.59M +$21.9K +644 +1%
FCG
69
Financial Connections Group
California
$1.58M -$31.6K -927 -2%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$1.53M +$27.9K +818 +2%
OCM
71
One Capital Management
California
$1.46M -$1.92M -56,386 -57%
WP
72
WealthShield Partners
North Carolina
$1.41M -$750 -22 -0.1%
RBA
73
Richard Bernstein Advisors
New York
$1.4M -$37.5K -1,100 -3%
AssetMark Inc
74
AssetMark Inc
California
$1.37M +$260K +7,624 +24%
Stifel Financial
75
Stifel Financial
Missouri
$1.35M +$203K +5,950 +18%
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