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Nuveen ESG Large-Cap Value ETF

220 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 34 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more funds holding

Funds holding: 203220 (+17)

7% more capital invested

Capital invested by funds: $1.21B → $1.3B (+$87.4M)

4.12% more ownership

Funds ownership: 83.52%87.64% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

26% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 92

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
68
Reduced
92
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
WNY Asset Management
New York
$2.99M -$258K -7,565 -8%
Osaic Holdings
52
Osaic Holdings
Arizona
$2.96M -$384K -11,239 -12%
PAS
53
Park Avenue Securities
New York
$2.92M -$242K -7,075 -8%
CAMV
54
Concord Asset Management (Virginia)
Virginia
$2.63M -$931K -27,251 -27%
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$2.54M -$155K -4,524 -6%
UB
56
UMB Bank
Missouri
$2.53M -$6.05K -177 -0.3%
ODIJL
57
One Day In July LLC
Vermont
$2.52M -$17.9K -523 -0.7%
OWM
58
Opes Wealth Management
California
$2.51M +$230K +6,725 +11%
SC
59
Savant Capital
Illinois
$2.51M -$332K -9,716 -12%
BCAM
60
Boston Common Asset Management
Massachusetts
$2.45M +$2.33M +68,247 New
3AM
61
3EDGE Asset Management
Florida
$2.38M +$2.26M +66,149 New
AssetMark Inc
62
AssetMark Inc
California
$2.35M +$137K +4,009 +7%
CAM
63
Cresset Asset Management
Illinois
$2.33M +$1.2M +35,028 +118%
MFG
64
Merit Financial Group
Georgia
$2.31M +$820 +24 +0%
CI
65
CX Institutional
Indiana
$2.25M +$22.8K +667 +1%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$2.15M -$239K -7,001 -10%
BCI
67
Brinker Capital Investments
Pennsylvania
$2.09M -$101K -2,962 -5%
OPS
68
Orion Portfolio Solutions
Nebraska
$2.09M -$101K -2,962 -5%
PAG
69
Private Advisor Group
New Jersey
$1.99M -$93.1K -2,725 -5%
MWM
70
Mascoma Wealth Management
New Hampshire
$1.86M +$75.6K +2,213 +4%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$1.86M -$63.3K -1,852 -3%
EA
72
Evolution Advisers
Virginia
$1.76M -$1.44K -42 -0.1%
SPIA
73
Strategic Point Investment Advisors
Rhode Island
$1.72M +$46.5K +1,360 +3%
RJA
74
Raymond James & Associates
Florida
$1.71M +$35.8K +1,047 +2%
BF
75
BOK Financial
Oklahoma
$1.69M -$36.4K -1,066 -2%