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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

202 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
80
Reduced
68
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$474M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$23.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$4.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.47M
5
RCG
5
Regatta Capital Group
California
$7.65M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$66.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.7M
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
SHGA
4
Sand Hill Global Advisors
California
$0
5
FA
5
Forefront Analytics
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
Baystate Wealth Management
Massachusetts
$3.06M +$4.82K +139 +0.2%
PAS
52
Park Avenue Securities
New York
$3.04M -$10.9K -314 -0.4%
MSA
53
Marino Stram & Associates
Massachusetts
$2.93M +$6.34K +183 +0.2%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$2.65M +$559K +16,123 +27%
Osaic Holdings
55
Osaic Holdings
Arizona
$2.61M +$83.3K +2,405 +3%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.53M +$67.2K +1,940 +3%
FLPIM
57
F.L. Putnam Investment Management
Massachusetts
$2.53M +$145K +4,179 +6%
Goldman Sachs
58
Goldman Sachs
New York
$2.47M +$2.2M +63,480 +804%
ODIJL
59
One Day In July LLC
Vermont
$2.38M +$12.1K +349 +0.5%
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$2.33M -$1.13M -32,511 -33%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$2.27M -$12.3K -355 -0.5%
UB
62
UMB Bank
Missouri
$2.26M +$11.2K +324 +0.5%
MFG
63
Merit Financial Group
Georgia
$2.17M +$468K +13,512 +27%
SC
64
Savant Capital
Illinois
$2.01M +$288K +8,309 +17%
OWM
65
Opes Wealth Management
California
$2.01M +$267K +7,693 +15%
PAG
66
Private Advisor Group
New Jersey
$1.94M -$70.9K -2,045 -4%
BF
67
BOK Financial
Oklahoma
$1.86M -$159K -4,594 -8%
PI
68
PFS Investments
Georgia
$1.8M -$21.4K -618 -1%
MWM
69
Mascoma Wealth Management
New Hampshire
$1.8M -$151K -4,247 -8%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$1.78M +$224K +6,459 +14%
AssetMark Inc
71
AssetMark Inc
California
$1.78M +$391K +11,282 +28%
EA
72
Evolution Advisers
Virginia
$1.7M +$4.05K +117 +0.2%
B
73
Bailard
California
$1.59M -$33.1K -954 -2%
RJA
74
Raymond James & Associates
Florida
$1.57M -$228K -6,568 -13%
OCM
75
One Capital Management
California
$1.44M -$44.7K -1,289 -3%
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