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Nuveen ESG Large-Cap Value ETF

183 hedge funds and large institutions have $1.19B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

197% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 33

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

14.4% more ownership

Funds ownership: 102.06%116.46% (+14%)

14% more funds holding

Funds holding: 161183 (+22)

0% more capital invested

Capital invested by funds: $1.18B → $1.19B (+$2.54M)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
32
Increased
98
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$129K +3,596 +11%
MFG
77
Merit Financial Group
Georgia
$1.24M +$874K +24,351 +190%
WWA
78
WCG Wealth Advisors
Nevada
$1.23M +$1.32M +36,687 New
HGWM
79
Harvest Group Wealth Management
Massachusetts
$1.18M +$12.3K +343 +1%
Stifel Financial
80
Stifel Financial
Missouri
$1.17M +$765K +21,303 +155%
OWM
81
Opes Wealth Management
California
$1.15M +$75.4K +2,100 +7%
LFG
82
Lockerman Financial Group
California
$1.1M -$2.4K -67 -0.2%
FFN
83
Focus Financial Network
Minnesota
$916K +$219K +6,093 +29%
AAS
84
Avantax Advisory Services
Texas
$886K +$60.6K +1,689 +7%
Truist Financial
85
Truist Financial
North Carolina
$882K +$77.1K +2,148 +9%
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$857K -$89.9K -2,504 -9%
RA
87
RFG Advisory
Alabama
$851K -$101K -2,804 -10%
EH
88
Equitable Holdings
New York
$814K +$232K +6,462 +36%
Goldman Sachs
89
Goldman Sachs
New York
$805K +$501K +13,946 +137%
SC
90
Savant Capital
Illinois
$799K +$589K +16,398 +218%
CI
91
CX Institutional
Indiana
$747K +$202K +5,641 +34%
HC
92
Hamilton Capital
Ohio
$745K +$574 +16 +0.1%
CAN
93
Cetera Advisor Networks
California
$717K +$26.5K +737 +4%
OPS
94
Orion Portfolio Solutions
Nebraska
$698K +$401K +11,182 +115%
FPF
95
First Pacific Financial
Washington
$652K +$420K +11,701 +149%
IFWM
96
Institute for Wealth Management
Colorado
$648K
JMPWA
97
JP Morgan Private Wealth Advisors
California
$644K +$400K +11,132 +137%
OBWG
98
Onyx Bridge Wealth Group
New York
$629K +$373K +10,382 +127%
ODIJL
99
One Day In July LLC
Vermont
$622K +$151K +4,213 +29%
SAS
100
Sage Advisory Services
Texas
$616K +$663K +18,461 New

NULV Hedge Fund Activity: Q2 2022 in Review

183 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2022, worth a combined $1.19B — up 0.21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NULV positions and 10 closed out — a net gain of 22 holders — while 98 added to existing stakes and 33 trimmed.

The largest buyer was Forefront Analytics, opening a new position worth an estimated $30.9M. The largest seller was Bank of America, cutting an estimated $6.65M.

  • 183 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2022, up from 161 in Q1 2022.
  • Funds reported $1.19B of Nuveen ESG Large-Cap Value ETF stock for Q2 2022, up 0.21% quarter-over-quarter.
  • 32 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2022 and 10 closed out, a net change of +22 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2022 was Forefront Analytics, an estimated $30.9M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2022 was Bank of America, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2022.