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Nuveen ESG Large-Cap Value ETF

193 hedge funds and large institutions have $1.23B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 59

8% more capital invested

Capital invested by funds: $1.15B → $1.23B (+$87.9M)

7% more funds holding

Funds holding: 180193 (+13)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

41.37% less ownership

Funds ownership: 121.43%80.06% (-41%)

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
33
Increased
88
Reduced
59
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
76
CX Institutional
Indiana
$1.19M +$273K +7,994 +30%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$693K +20,301 +149%
Stifel Financial
78
Stifel Financial
Missouri
$1.15M -$103K -3,003 -8%
HGWM
79
Harvest Group Wealth Management
Massachusetts
$1.12M -$12.6K -368 -1%
AssetMark Inc
80
AssetMark Inc
California
$1.11M +$371K +10,869 +50%
JBA
81
Johnson Bixby & Associates
Washington
$1.09M +$223K +6,532 +26%
LFG
82
Lockerman Financial Group
California
$1.07M -$35.9K -1,050 -3%
EWA
83
EP Wealth Advisors
California
$1.05M +$169K +4,940 +19%
FFN
84
Focus Financial Network
Minnesota
$1M -$52.7K -1,543 -5%
FANJ
85
Financial Architects (New Jersey)
New Jersey
$955K +$26.5K +777 +3%
EH
86
Equitable Holdings
New York
$945K +$10.8K +316 +1%
OWA
87
Opal Wealth Advisors
New York
$920K +$785 +23 +0.1%
OBWG
88
Onyx Bridge Wealth Group
New York
$903K +$265K +7,774 +43%
BDFN
89
Bond & Devick Financial Network
Minnesota
$898K +$27.3K +801 +3%
PP
90
PrairieView Partners
Minnesota
$893K +$221K +6,463 +33%
MML Investors Services
91
MML Investors Services
Massachusetts
$884K -$3.26M -95,517 -79%
RA
92
RFG Advisory
Alabama
$858K +$120K +3,510 +17%
Citadel Advisors
93
Citadel Advisors
Florida
$849K -$941K -27,572 -53%
WCFA
94
Walkner Condon Financial Advisors
Wisconsin
$817K -$63.7K -1,866 -7%
CAN
95
Cetera Advisor Networks
California
$816K +$257K +7,524 +46%
OPS
96
Orion Portfolio Solutions
Nebraska
$785K +$100K +2,931 +15%
Truist Financial
97
Truist Financial
North Carolina
$774K -$71.4K -2,092 -8%
Mariner
98
Mariner
Kansas
$770K +$768K +22,482 New
AF
99
Advisornet Financial
Minnesota
$758K -$65.4K -1,916 -8%
SFP
100
Sandbox Financial Partners
Maryland
$727K -$17.7K -519 -2%