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Nuveen ESG Large-Cap Value ETF

254 hedge funds and large institutions have $1.46B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 249254 (+5)

1% more capital invested

Capital invested by funds: $1.45B → $1.46B (+$10.1M)

1.33% less ownership

Funds ownership: 88.94%87.61% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
80
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
CX Institutional
Indiana
$2.58M -$24.5K -605 -0.9%
MSA
52
Marino Stram & Associates
Massachusetts
$2.53M -$964K -23,764 -28%
EA
53
Evolution Advisers
Virginia
$2.48M +$201K +4,957 +9%
SC
54
Savant Capital
Illinois
$2.46M -$68.9K -1,699 -3%
HSBC Holdings
55
HSBC Holdings
United Kingdom
$2.45M -$170K -4,202 -6%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$2.41M -$133K -3,284 -5%
MWM
57
Mascoma Wealth Management
New Hampshire
$2.38M -$565K -13,926 -19%
Stifel Financial
58
Stifel Financial
Missouri
$2.28M +$286K +7,063 +14%
OCM
59
One Capital Management
California
$2.25M +$1.58M +39,023 +236%
EWA
60
EP Wealth Advisors
California
$2.17M -$25.8K -635 -1%
PSA
61
Plum Street Advisors
Louisiana
$2.13M +$72.4K +1,785 +4%
CNBT
62
Canandaigua National Bank & Trust
New York
$2.12M -$75K -1,850 -3%
LAMNM
63
Longview Asset Management (New Mexico)
New Mexico
$2.12M -$95.3K -2,350 -4%
EFN
64
Equita Financial Network
Pennsylvania
$2M +$169K +4,158 +9%
SPIA
65
Strategic Point Investment Advisors
Rhode Island
$1.92M -$2.64K -65 -0.1%
BF
66
BOK Financial
Oklahoma
$1.9M -$203 -5 -0%
BRIA
67
Balanced Rock Investment Advisors
Massachusetts
$1.89M -$20.2K -497 -1%
OAM
68
Oppenheimer Asset Management
New York
$1.86M +$1.87M +46,059 New
MFG
69
Merit Financial Group
Georgia
$1.84M -$857K -21,127 -32%
RWP
70
Revolve Wealth Partners
New Jersey
$1.77M +$302K +7,452 +21%
CA
71
CGN Advisors
Kansas
$1.65M +$43.4K +1,070 +3%
PAG
72
Private Advisor Group
New Jersey
$1.61M -$109K -2,698 -6%
UB
73
UMB Bank
Missouri
$1.49M -$138K -3,398 -8%
WP
74
WealthShield Partners
North Carolina
$1.45M -$51.7K -1,274 -3%
SA
75
Sincerus Advisory
New York
$1.4M -$20.7K -511 -1%

NULV Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2025, worth a combined $1.46B — up 0.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NULV positions and 17 closed out — a net gain of 7 holders — while 80 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.07M. The largest seller was Money Design, cutting an estimated $13M.

  • 254 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2025, up from 249 in Q4 2024.
  • Funds reported $1.46B of Nuveen ESG Large-Cap Value ETF stock for Q1 2025, up 0.7% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2025 and 17 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2025 was LPL Financial, an estimated $9.07M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2025 was Money Design, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.