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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

161 hedge funds and large institutions have $1.18B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+21
Holders Change %
+15%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
80
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$32.2M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$29.9M
3
Bank of America
3
Bank of America
North Carolina
$482M
4
TF
4
TIAA FSB
Florida
$151M
5
Lido Advisors
5
Lido Advisors
California
$18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.3M
2
MD
2
Money Design
Japan
$13.1M
3
PI
3
PFS Investments
Georgia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.2M
5
RJA
5
Raymond James & Associates
Florida
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
76
Hamilton Capital
Ohio
$849K +$122K +3,217 +17%
FFN
77
Focus Financial Network
Minnesota
$812K +$812K +21,352 New
FLPIM
78
F.L. Putnam Investment Management
Massachusetts
$811K +$811K +21,325 New
FANJ
79
Financial Architects (New Jersey)
New Jersey
$796K +$9.4K +247 +1%
CAN
80
Cetera Advisor Networks
California
$789K +$96.3K +2,533 +14%
IFWM
81
Institute for Wealth Management
Colorado
$739K +$178K +4,665 +32%
EH
82
Equitable Holdings
New York
$681K +$259K +6,800 +61%
US Bancorp
83
US Bancorp
Minnesota
$677K +$200K +5,254 +42%
KPWS
84
Kestra Private Wealth Services
Texas
$670K – – –
MDCM
85
Morgan Dempsey Capital Management
Wisconsin
$649K -$50.8K -1,341 -7%
LSPW
86
Lake Street Private Wealth
Illinois
$649K +$133K +3,487 +26%
CB
87
Commerce Bank
Missouri
$643K +$16.7K +440 +3%
CI
88
CX Institutional
Indiana
$637K +$89.3K +2,349 +16%
KLI
89
Kelman-Lazarov Inc
Tennessee
$619K +$21.4K +563 +4%
RBA
90
Richard Bernstein Advisors
New York
$563K +$563K +14,795 New
NYLIM
91
New York Life Investment Management
New York
$557K -$94K -2,473 -14%
ODIJL
92
One Day In July LLC
Vermont
$548K +$548K +14,410 New
MWM
93
Mascoma Wealth Management
New Hampshire
$527K +$527K +13,859 New
Stifel Financial
94
Stifel Financial
Missouri
$522K +$206K +5,414 +65%
CCM
95
Colorado Capital Management
Colorado
$520K – – –
DADC
96
D.A. Davidson & Co
Montana
$515K -$9.47K -249 -2%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$514K -$23.4K -616 -4%
BDFN
98
Bond & Devick Financial Network
Minnesota
$514K +$96.2K +2,526 +23%
BAM
99
Baldrige Asset Management
Pennsylvania
$491K +$208K +5,481 +74%
AF
100
Advisornet Financial
Minnesota
$488K -$48.3K -1,270 -9%
2 3
4
5 6