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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

203 hedge funds and large institutions have $1.21B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
85
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$476M
2
AAS
2
Ameritas Advisory Services
Nebraska
$8.32M
3
EWA
3
EP Wealth Advisors
California
$3.87M
4
WAM
4
WNY Asset Management
New York
$3.05M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$67.1M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$2.52M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.82M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23M
4
FEG
4
Fund Evaluation Group
Ohio
$9.08M
5
DF
5
Dunhill Financial
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$2.97M +$23.4K +696 +0.8%
MSA
52
Marino Stram & Associates
Massachusetts
$2.89M +$53.1K +1,580 +2%
SC
53
Savant Capital
Illinois
$2.67M +$718K +21,386 +37%
FLPIM
54
F.L. Putnam Investment Management
Massachusetts
$2.53M +$76.8K +2,286 +3%
PWPCM
55
Perella Weinberg Partners Capital Management
New York
$2.52M -$20.2M -600,831 -89%
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.46M +$10.4K +309 +0.4%
UB
57
UMB Bank
Missouri
$2.38M +$189K +5,640 +9%
ODIJL
58
One Day In July LLC
Vermont
$2.37M +$69.7K +2,076 +3%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$2.25M +$48.5K +1,444 +2%
MFG
60
Merit Financial Group
Georgia
$2.16M +$57.3K +1,707 +3%
OWM
61
Opes Wealth Management
California
$2.12M +$175K +5,217 +9%
CI
62
CX Institutional
Indiana
$2.08M +$745K +22,187 +56%
AssetMark Inc
63
AssetMark Inc
California
$2.06M +$338K +10,059 +20%
OPS
64
Orion Portfolio Solutions
Nebraska
$2.04M -$1.18M -35,178 -37%
BCI
65
Brinker Capital Investments
Pennsylvania
$2.04M -$1.18M -35,178 -37%
PAG
66
Private Advisor Group
New Jersey
$1.95M +$64.8K +1,930 +3%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$1.94M -$320K -9,513 -14%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$1.8M +$74K +2,204 +4%
MWM
69
Mascoma Wealth Management
New Hampshire
$1.67M -$36.5K -1,087 -2%
WP
70
WealthShield Partners
North Carolina
$1.64M +$357K +10,620 +28%
EA
71
Evolution Advisers
Virginia
$1.64M -$1.71K -51 -0.1%
B
72
Bailard
California
$1.59M +$52.2K +1,553 +3%
BF
73
BOK Financial
Oklahoma
$1.57M -$174K -5,352 -10%
RJA
74
Raymond James & Associates
Florida
$1.57M +$47.1K +1,401 +3%
SPIA
75
Strategic Point Investment Advisors
Rhode Island
$1.56M -$1.91M -56,778 -55%
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