Nuveen ESG Large-Cap Value ETF
NULV
85 hedge funds and large institutions have $604M invested in Nuveen ESG Large-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 9 reducing their positions, and 1 closing their positions.
2,400% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 1
389% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 9
33% more funds holding
Funds holding: 64 → 85 (+21)
32% more capital invested
Capital invested by funds: $459M → $604M (+$145M)
1.45% more ownership
Funds ownership: 85.07% → 86.52% (+1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$27M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$8.09M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.95M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$7.12M |
| 5 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$2.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$245K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$142K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$73.5K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$60K |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
-$57.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Citigroup
New York
| $40K | -$2.04K | -65 | -5% |
|
|
WEC
77
Winslow Evans & Crocker
Boston,
Massachusetts
| $35K | +$32.9K | +1,050 | New |
|
|
KFI
78
Key Financial Inc
West Chester,
Pennsylvania
| $32K | +$30.2K | +965 | New |
|
|
GRP
79
Global Retirement Partners
San Rafael,
California
| $24K | – | – | – |
|
|
TIM
80
Tortoise Investment Management
White Plains,
New York
| $22K | +$11K | +350 | +111% |
|
|
CFA
81
Carroll Financial Associates
Charlotte,
North Carolina
| $19K | -$142K | -4,536 | -89% |
|
|
MIFH
82
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $19K | – | – | – |
|
|
CFD
83
Creative Financial Designs
Kokomo,
Indiana
| $12K | – | – | – |
|
84
Wells Fargo
San Francisco,
California
| $12K | +$11.5K | +367 | +36,700% |
|
|
AWG
85
Altus Wealth Group
Colorado Springs,
Colorado
| $9K | +$8.49K | +271 | New |
|
|
BWA
86
Burt Wealth Advisors
North Bethesda,
Maryland
| $6K | – | – | – |
|
|
WP
87
WealthShield Partners
Cary,
North Carolina
| – | -$60K | -2,071 | Closed |
|
NULV Hedge Fund Activity: Q4 2020 in Review
85 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2020, worth a combined $604M — up 32% from $459M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new NULV positions and 1 closed out — a net gain of 24 holders — while 44 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $27M. The largest seller was Avantax Planning Partners, cutting an estimated $245K.
- 85 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2020, up from 64 in Q3 2020.
- Funds reported $604M of Nuveen ESG Large-Cap Value ETF stock for Q4 2020, up 32% quarter-over-quarter.
- 25 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2020 and 1 closed out, a net change of +24 holders.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2020 was Bank of America, an estimated $27M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2020 was Avantax Planning Partners, an estimated $245K sold.
Based on aggregated 13F filings for Q4 2020.