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Nuveen ESG Large-Cap Value ETF

240 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, 81 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

3% more funds holding

Funds holding: 234240 (+6)

0.4% more ownership

Funds ownership: 86.57%86.97% (+0.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.45%
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
81
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
51
One Day In July LLC
Vermont
$3.49M -$16.2K -408 -0.5%
PAS
52
Park Avenue Securities
New York
$3.29M -$147K -3,720 -5%
MWM
53
Mascoma Wealth Management
New Hampshire
$3.1M +$291K +7,355 +11%
OWM
54
Opes Wealth Management
California
$2.99M +$124K +3,125 +5%
CI
55
CX Institutional
Indiana
$2.87M -$42K -1,060 -2%
CAM
56
Cresset Asset Management
Illinois
$2.75M +$43.6K +1,101 +2%
SC
57
Savant Capital
Illinois
$2.75M -$64.6K -1,631 -2%
FLPIM
58
F.L. Putnam Investment Management
Massachusetts
$2.67M -$17.1K -431 -0.7%
MFG
59
Merit Financial Group
Georgia
$2.64M -$267K -6,732 -10%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$2.58M -$40K -1,011 -2%
CNBT
61
Canandaigua National Bank & Trust
New York
$2.44M +$17.7K +446 +0.8%
EA
62
Evolution Advisers
Virginia
$2.35M +$302K +7,621 +16%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$2.25M +$37.6K +949 +2%
Stifel Financial
64
Stifel Financial
Missouri
$2.03M +$166K +4,180 +9%
KWA
65
Kingswood Wealth Advisors
California
$2.02M +$104K +2,625 +6%
SPIA
66
Strategic Point Investment Advisors
Rhode Island
$1.97M
BF
67
BOK Financial
Oklahoma
$1.95M +$8.51K +215 +0.5%
RJA
68
Raymond James & Associates
Florida
$1.93M +$20.9K +527 +1%
BRIA
69
Balanced Rock Investment Advisors
Massachusetts
$1.87M -$6.5K -164 -0.4%
EFN
70
Equita Financial Network
Pennsylvania
$1.8M +$143K +3,610 +9%
UB
71
UMB Bank
Missouri
$1.75M -$127K -3,209 -7%
PAG
72
Private Advisor Group
New Jersey
$1.74M -$369K -9,326 -18%
EH
73
Equitable Holdings
New York
$1.64M -$177K -4,473 -10%
PSA
74
Plum Street Advisors
Louisiana
$1.59M
RWP
75
Revolve Wealth Partners
New Jersey
$1.39M +$113K +2,866 +9%

NULV Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2024, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NULV positions and 9 closed out — a net gain of 8 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.97M. The largest seller was Bank of America, cutting an estimated $9.02M.

  • 240 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $1.52B of Nuveen ESG Large-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.97M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2024.