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Nuveen ESG Large-Cap Value ETF

105 hedge funds and large institutions have $735M invested in Nuveen ESG Large-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

194% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 18

24% more funds holding

Funds holding: 85105 (+20)

22% more capital invested

Capital invested by funds: $604M → $735M (+$131M)

3.56% less ownership

Funds ownership: 86.52%82.96% (-3.6%)

Holders
105
Holders Change
+20
Holders Change %
+23.53%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
53
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$264K +$250K +7,303 New
SC
77
Savant Capital
Illinois
$230K -$102K -2,985 -32%
BDFN
78
Bond & Devick Financial Network
Minnesota
$229K +$217K +6,321 New
AAS
79
Avantax Advisory Services
Texas
$227K +$214K +6,250 New
SI
80
Stephens Inc
Arkansas
$226K +$214K +6,253 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$217K -$17.2K -503 -8%
BAM
82
Brave Asset Management
New Jersey
$215K +$204K +5,937 New
PWM
83
Prentice Wealth Management
New York
$210K +$199K +5,793 New
SPC
84
Sigma Planning Corp
Michigan
$207K -$17.1K -500 -8%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$196K +$41.3K +1,205 +29%
Bessemer Group
86
Bessemer Group
New Jersey
$169K -$15.8K -460 -9%
SPIA
87
Steward Partners Investment Advisory
New York
$141K +$19.3K +563 +17%
CFD
88
Creative Financial Designs
Indiana
$129K +$109K +3,188 +873%
PA
89
Parallel Advisors
California
$113K +$107K +3,130 New
WP
90
WealthShield Partners
North Carolina
$88K +$83.1K +2,423 New
RFA
91
Reilly Financial Advisors
California
$86K
US Bancorp
92
US Bancorp
Minnesota
$59K
Citigroup
93
Citigroup
New York
$56K +$11.6K +338 +28%
KFI
94
Key Financial Inc
Pennsylvania
$51K +$15.3K +445 +46%
TFS
95
TrustCore Financial Services
Tennessee
$33K +$31.6K +921 New
GRP
96
Global Retirement Partners
California
$29K +$2.81K +82 +11%
GWM
97
Geneos Wealth Management
Colorado
$25K -$47.1K -1,374 -67%
TIM
98
Tortoise Investment Management
New York
$24K
CFA
99
Carroll Financial Associates
North Carolina
$21K
MIFH
100
Migdal Insurance & Financial Holdings
Israel
$21K