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Nuveen ESG Large-Cap Value ETF
NULV

234 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, 86 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

3% more funds holding

Funds holding: 227 → 234 (+7)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.04% more ownership

Funds ownership: 86.54% → 86.57% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% 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
86
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Forefront Analytics
Pennsylvania
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$4.65M
3
CNBT
Canandaigua National Bank & Trust
New York
+$2.19M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.16M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.05M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.68M
2
GAA
Global Assets Advisory
Florida
-$2.58M
3
3AM
3EDGE Asset Management
Florida
-$2.55M
4
Bank of America
Bank of America
North Carolina
-$2.27M
5
ASN
Advisory Services Network
Georgia
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
51
Park Avenue Securities
New York
$3.12M +$34.4K +910 +1%
AssetMark Inc
52
AssetMark Inc
California
$2.81M +$180K +4,767 +7%
MFG
53
Merit Financial Group
Georgia
$2.65M +$85.1K +2,254 +3%
CI
54
CX Institutional
Indiana
$2.64M -$56K -1,482 -2%
OWM
55
Opes Wealth Management
California
$2.59M +$64.4K +1,705 +3%
SC
56
Savant Capital
Illinois
$2.56M -$41.7K -1,104 -2%
MWM
57
Mascoma Wealth Management
New Hampshire
$2.53M +$168K +4,437 +7%
CAM
58
Cresset Asset Management
Illinois
$2.45M +$84.5K +2,237 +4%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$2.43M -$52.6K -1,393 -2%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$2.4M +$575K +15,221 +32%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$2.37M +$238K +6,296 +11%
CNBT
62
Canandaigua National Bank & Trust
New York
$2.19M +$2.19M +57,952 New
Goldman Sachs
63
Goldman Sachs
New York
$2.19M +$1.11M +29,364 +103%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$2M -$93.7K -2,480 -4%
PAG
65
Private Advisor Group
New Jersey
$1.93M +$60.4K +1,598 +3%
CWP
66
Concord Wealth Partners
Virginia
$1.92M -$916K -24,247 -32%
EA
67
Evolution Advisers
Virginia
$1.84M -$6.95K -184 -0.4%
SPIA
68
Strategic Point Investment Advisors
Rhode Island
$1.79M – – –
BF
69
BOK Financial
Oklahoma
$1.79M -$57K -1,509 -3%
GS
70
GTS Securities
New York
$1.73M +$1.73M +45,815 New
RJA
71
Raymond James & Associates
Florida
$1.73M -$23.1K -611 -1%
KWA
72
Kingswood Wealth Advisors
California
$1.73M +$891K +23,575 +106%
UB
73
UMB Bank
Missouri
$1.7M -$988K -26,148 -37%
BRIA
74
Balanced Rock Investment Advisors
Massachusetts
$1.7M +$9.29K +246 +0.5%
Stifel Financial
75
Stifel Financial
Missouri
$1.68M -$232K -6,137 -12%
1 2
3
4 5

NULV Hedge Fund Activity: Q2 2024 in Review

234 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2024, worth a combined $1.37B — down 2.5% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULV positions and 16 closed out — a net gain of 9 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Forefront Analytics, adding an estimated $10.9M. The largest seller was UBS Group, cutting an estimated $2.68M.

  • 234 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2024, up from 227 in Q1 2024.
  • Funds reported $1.37B of Nuveen ESG Large-Cap Value ETF stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2024 and 16 closed out, a net change of +9 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2024 was Forefront Analytics, an estimated $10.9M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2024 was UBS Group, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2024.