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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

232 hedge funds and large institutions have $1.37B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 16 closing their positions.

Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
84
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.4M
3
CNBT
3
Canandaigua National Bank & Trust
New York
$2.19M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
GAA
2
Global Assets Advisory
Florida
$0
3
3AM
3
3EDGE Asset Management
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$537M
5
ASN
5
Advisory Services Network
Georgia
$709K
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$3.12M 82,503 +910 +1%
AssetMark Inc
52
AssetMark Inc
California
$2.81M 74,305 +4,767 +7%
MFG
53
Merit Financial Group
Georgia
$2.65M 70,076 +2,254 +3%
CI
54
CX Institutional
Indiana
$2.64M 69,834 -1,482 -2%
OWM
55
Opes Wealth Management
California
$2.59M 68,445 +1,705 +3%
SC
56
Savant Capital
Illinois
$2.56M 67,663 -1,104 -2%
MWM
57
Mascoma Wealth Management
New Hampshire
$2.53M 66,940 +4,437 +7%
CAM
58
Cresset Asset Management
Illinois
$2.45M 64,932 +2,237 +4%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$2.43M 64,396 -1,393 -2%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$2.4M 63,495 +15,221 +32%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$2.37M 62,756 +6,296 +11%
CNBT
62
Canandaigua National Bank & Trust
New York
$2.19M 57,952 +57,952 New
Goldman Sachs
63
Goldman Sachs
New York
$2.19M 57,930 +29,364 +103%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$2M 52,886 -2,480 -4%
PAG
65
Private Advisor Group
New Jersey
$1.93M 51,106 +1,598 +3%
CWP
66
Concord Wealth Partners
Virginia
$1.92M 50,781 -24,247 -32%
EA
67
Evolution Advisers
Virginia
$1.84M 48,792 -184 -0.4%
SPIA
68
Strategic Point Investment Advisors
Rhode Island
$1.79M 47,270 – –
BF
69
BOK Financial
Oklahoma
$1.79M 47,247 -1,509 -3%
GS
70
GTS Securities
New York
$1.73M 45,815 +45,815 New
RJA
71
Raymond James & Associates
Florida
$1.73M 45,808 -611 -1%
KWA
72
Kingswood Wealth Advisors
California
$1.73M 45,725 +23,575 +106%
UB
73
UMB Bank
Missouri
$1.7M 45,094 -26,148 -37%
BRIA
74
Balanced Rock Investment Advisors
Massachusetts
$1.7M 44,991 +246 +0.5%
Stifel Financial
75
Stifel Financial
Missouri
$1.68M 44,555 -6,137 -12%
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