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Nuveen ESG Large-Cap Value ETF

180 hedge funds and large institutions have $1.15B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

4.97% more ownership

Funds ownership: 116.46%121.43% (+5%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$41.2M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 183180 (-3)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
89
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
76
Brinker Capital Investments
Pennsylvania
$1.16M -$61.1K -1,788 -5%
Stifel Financial
77
Stifel Financial
Missouri
$1.13M +$53.4K +1,562 +4%
HGWM
78
Harvest Group Wealth Management
Massachusetts
$1.07M -$24K -703 -2%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$1.07M -$103K -3,017 -8%
LFG
80
Lockerman Financial Group
California
$998K +$25.9K +759 +2%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$958K +$742K +21,704 +233%
FFN
82
Focus Financial Network
Minnesota
$949K +$113K +3,311 +12%
3AM
83
3EDGE Asset Management
Florida
$937K -$361K -10,570 -26%
AAS
84
Avantax Advisory Services
Texas
$934K +$127K +3,711 +14%
SC
85
Savant Capital
Illinois
$898K +$177K +5,164 +22%
EH
86
Equitable Holdings
New York
$843K +$100K +2,926 +12%
FANJ
87
Financial Architects (New Jersey)
New Jersey
$837K +$927K +27,113 New
OWA
88
Opal Wealth Advisors
New York
$829K +$918K +26,857 New
CI
89
CX Institutional
Indiana
$822K +$144K +4,222 +19%
EWA
90
EP Wealth Advisors
California
$797K +$550K +16,080 +165%
WCFA
91
Walkner Condon Financial Advisors
Wisconsin
$794K +$1.57K +46 +0.2%
BDFN
92
Bond & Devick Financial Network
Minnesota
$785K +$256K +7,495 +42%
JBA
93
Johnson Bixby & Associates
Washington
$779K +$242K +7,091 +39%
Truist Financial
94
Truist Financial
North Carolina
$763K -$58.5K -1,712 -6%
AF
95
Advisornet Financial
Minnesota
$743K +$370K +10,815 +82%
RA
96
RFG Advisory
Alabama
$712K -$125K -3,646 -15%
SFP
97
Sandbox Financial Partners
Maryland
$672K +$175K +5,112 +31%
AssetMark Inc
98
AssetMark Inc
California
$666K +$458K +13,395 +164%
OPS
99
Orion Portfolio Solutions
Nebraska
$617K -$31.7K -927 -4%
PP
100
PrairieView Partners
Minnesota
$606K +$372K +10,887 +124%

NULV Hedge Fund Activity: Q3 2022 in Review

180 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2022, worth a combined $1.15B — down 3.5% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NULV and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 89 added.

The largest buyer was Bank of America, adding an estimated $23M. The largest seller was Lido Advisors, cutting an estimated $4.82M.

  • 180 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2022, down from 183 in Q2 2022.
  • Funds reported $1.15B of Nuveen ESG Large-Cap Value ETF stock for Q3 2022, down 3.5% quarter-over-quarter.
  • 14 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2022 and 15 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2022 was Bank of America, an estimated $23M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2022 was Lido Advisors, an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2022.