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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

197 hedge funds and large institutions have $1.28B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 97 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
97
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$459M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$89.9M
3
OBWP
3
O'Brien Wealth Partners
Massachusetts
$6.1M
4
MD
4
Money Design
Japan
$16.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$36.1M

Top Sellers

1
FA
1
Forefront Analytics
Pennsylvania
$6.37M
2
UBS Group
2
UBS Group
Switzerland
$31.9M
3
IA
3
IFP Advisors
Florida
$0
4
DC
4
DeDora Capital
California
$233K
5
EWA
5
EP Wealth Advisors
California
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
76
WCG Wealth Advisors
Nevada
$1.31M -$613 -18 -0%
CI
77
CX Institutional
Indiana
$1.22M +$36.1K +1,057 +3%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$1.21M +$14.5K +427 +1%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$14K +411 +1%
JBA
80
Johnson Bixby & Associates
Washington
$1.13M +$51.8K +1,521 +5%
LFG
81
Lockerman Financial Group
California
$1.09M +$27.2K +798 +3%
EH
82
Equitable Holdings
New York
$1.08M +$140K +4,102 +15%
Mariner
83
Mariner
Kansas
$1.08M +$314K +9,212 +41%
TRCT
84
Tower Research Capital (TRC)
New York
$1.06M +$806K +23,649 +322%
SFP
85
Sandbox Financial Partners
Maryland
$1.03M +$309K +9,082 +43%
HGWM
86
Harvest Group Wealth Management
Massachusetts
$1.03M -$87.3K -2,562 -8%
PP
87
PrairieView Partners
Minnesota
$988K +$98.7K +2,898 +11%
KWM
88
Kingsview Wealth Management
Oregon
$978K +$978K +28,718 New
OWA
89
Opal Wealth Advisors
New York
$921K +$5.49K +161 +0.6%
CAN
90
Cetera Advisor Networks
California
$921K +$109K +3,193 +13%
FANJ
91
Financial Architects (New Jersey)
New Jersey
$918K -$32.4K -951 -3%
CL
92
Choreo LLC
Illinois
$875K +$875K +25,669 New
FFN
93
Focus Financial Network
Minnesota
$855K -$140K -4,113 -14%
BDFN
94
Bond & Devick Financial Network
Minnesota
$842K -$50.9K -1,494 -6%
RA
95
RFG Advisory
Alabama
$833K +$10.9K +319 +1%
WCFA
96
Walkner Condon Financial Advisors
Wisconsin
$809K -$4.12K -121 -0.5%
OBWG
97
Onyx Bridge Wealth Group
New York
$795K -$79.8K -2,342 -9%
3AM
98
3EDGE Asset Management
Florida
$748K +$241K +7,059 +47%
AF
99
Advisornet Financial
Minnesota
$732K -$22K -646 -3%
Truist Financial
100
Truist Financial
North Carolina
$693K -$78K -2,288 -10%
2 3
4
5 6