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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

218 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$19.6M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.46M
4
BCAM
4
Boston Common Asset Management
Massachusetts
$2.45M
5
3AM
5
3EDGE Asset Management
Florida
$2.38M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.7M
2
Bank of America
2
Bank of America
North Carolina
$495M
3
LWP
3
Laurel Wealth Planning
Minnesota
$300K
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$127M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
51
WNY Asset Management
New York
$2.99M -$272K -7,565 -8%
Osaic Holdings
52
Osaic Holdings
Arizona
$2.96M -$404K -11,239 -12%
PAS
53
Park Avenue Securities
New York
$2.92M -$254K -7,075 -8%
CAMV
54
Concord Asset Management (Virginia)
Virginia
$2.63M -$979K -27,251 -27%
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$2.54M -$162K -4,524 -6%
UB
56
UMB Bank
Missouri
$2.53M -$6.36K -177 -0.3%
ODIJL
57
One Day In July LLC
Vermont
$2.52M -$18.8K -523 -0.7%
OWM
58
Opes Wealth Management
California
$2.51M +$241K +6,725 +11%
SC
59
Savant Capital
Illinois
$2.51M -$349K -9,716 -12%
BCAM
60
Boston Common Asset Management
Massachusetts
$2.45M +$2.45M +68,247 New
3AM
61
3EDGE Asset Management
Florida
$2.38M +$2.38M +66,149 New
AssetMark Inc
62
AssetMark Inc
California
$2.35M +$144K +4,009 +7%
CAM
63
Cresset Asset Management
Illinois
$2.33M +$1.26M +35,028 +118%
MFG
64
Merit Financial Group
Georgia
$2.31M +$862 +24 +0%
CI
65
CX Institutional
Indiana
$2.25M +$24K +667 +1%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$2.15M -$251K -7,001 -10%
OPS
67
Orion Portfolio Solutions
Nebraska
$2.09M -$107K -2,962 -5%
BCI
68
Brinker Capital Investments
Pennsylvania
$2.09M -$107K -2,962 -5%
PAG
69
Private Advisor Group
New Jersey
$1.99M -$97.9K -2,725 -5%
MWM
70
Mascoma Wealth Management
New Hampshire
$1.86M +$79.5K +2,213 +4%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$1.86M -$66.5K -1,852 -3%
EA
72
Evolution Advisers
Virginia
$1.76M -$1.51K -42 -0.1%
SPIA
73
Strategic Point Investment Advisors
Rhode Island
$1.72M +$48.8K +1,360 +3%
RJA
74
Raymond James & Associates
Florida
$1.71M +$37.6K +1,047 +2%
BF
75
BOK Financial
Oklahoma
$1.69M -$38.3K -1,066 -2%
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