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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

238 hedge funds and large institutions have $1.52B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 9 closing their positions.

Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
96
Reduced
80
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$40.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.9M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$163M
4
Lido Advisors
4
Lido Advisors
California
$11.5M
5
BPA
5
Beacon Pointe Advisors
California
$9.98M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$584M
2
APP
2
Avantax Planning Partners
Iowa
$523K
3
FEG
3
Fund Evaluation Group
Ohio
$6.97M
4
GS
4
GTS Securities
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
ODIJL
51
One Day In July LLC
Vermont
$3.49M 83,570 -408 -0.5%
PAS
52
Park Avenue Securities
New York
$3.29M 78,783 -3,720 -5%
MWM
53
Mascoma Wealth Management
New Hampshire
$3.1M 74,295 +7,355 +11%
OWM
54
Opes Wealth Management
California
$2.99M 71,570 +3,125 +5%
CI
55
CX Institutional
Indiana
$2.87M 68,774 -1,060 -2%
CAM
56
Cresset Asset Management
Illinois
$2.75M 66,033 +1,101 +2%
SC
57
Savant Capital
Illinois
$2.75M 66,032 -1,631 -2%
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$2.67M 63,965 -431 -0.7%
MFG
59
Merit Financial Group
Georgia
$2.64M 63,344 -6,732 -10%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$2.58M 61,745 -1,011 -2%
CNBT
61
Canandaigua National Bank & Trust
New York
$2.44M 58,398 +446 +0.8%
EA
62
Evolution Advisers
Virginia
$2.35M 56,413 +7,621 +16%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$2.25M 53,835 +949 +2%
Stifel Financial
64
Stifel Financial
Missouri
$2.03M 48,735 +4,180 +9%
KWA
65
Kingswood Wealth Advisors
California
$2.02M 48,350 +2,625 +6%
SPIA
66
Strategic Point Investment Advisors
Rhode Island
$1.97M 47,270 – –
BF
67
BOK Financial
Oklahoma
$1.95M 47,462 +215 +0.5%
RJA
68
Raymond James & Associates
Florida
$1.93M 46,335 +527 +1%
BRIA
69
Balanced Rock Investment Advisors
Massachusetts
$1.87M 44,827 -164 -0.4%
EFN
70
Equita Financial Network
Pennsylvania
$1.8M 43,064 +3,610 +9%
UB
71
UMB Bank
Missouri
$1.75M 41,885 -3,209 -7%
PAG
72
Private Advisor Group
New Jersey
$1.74M 41,780 -9,326 -18%
EH
73
Equitable Holdings
New York
$1.64M 39,302 -4,473 -10%
PSA
74
Plum Street Advisors
Louisiana
$1.59M 38,180 – –
RWP
75
Revolve Wealth Partners
New Jersey
$1.39M 33,232 +2,866 +9%
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