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Nuveen ESG Large-Cap Value ETF

203 hedge funds and large institutions have $1.21B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 67

0% more funds holding

Funds holding: 202203 (+1)

0.11% less ownership

Funds ownership: 83.63%83.52% (-0.11%)

7% less capital invested

Capital invested by funds: $1.3B → $1.21B (-$87.1M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
85
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$1.36M +$1.42M +40,538 New
OCM
77
One Capital Management
California
$1.29M -$104K -2,986 -7%
Mariner
78
Mariner
Kansas
$1.28M +$72.6K +2,076 +6%
KWA
79
Kingswood Wealth Advisors
California
$1.25M +$1.3M +37,250 New
Stifel Financial
80
Stifel Financial
Missouri
$1.21M +$2.34K +67 +0.2%
Goldman Sachs
81
Goldman Sachs
New York
$1.21M -$1.24M -35,408 -50%
PP
82
PrairieView Partners
Minnesota
$1.2M -$5.35K -153 -0.4%
RBA
83
Richard Bernstein Advisors
New York
$1.18M -$170K -4,863 -12%
Citadel Advisors
84
Citadel Advisors
Florida
$1.17M +$1.21M +34,704 New
SFP
85
Sandbox Financial Partners
Maryland
$1.15M +$101K +2,885 +9%
EFN
86
Equita Financial Network
Pennsylvania
$1.15M +$1.19M +34,102 New
CAN
87
Cetera Advisor Networks
California
$1.09M +$196K +5,596 +21%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$1.08M -$112K -3,215 -9%
TRCT
89
Tower Research Capital (TRC)
New York
$1.08M +$45.1K +1,289 +4%
OBWG
90
Onyx Bridge Wealth Group
New York
$1.04M +$235K +6,721 +28%
EH
91
Equitable Holdings
New York
$1.03M -$64.2K -1,838 -6%
CAM
92
Cresset Asset Management
Illinois
$1M -$2.38K -68 -0.2%
BDFN
93
Bond & Devick Financial Network
Minnesota
$902K +$22.6K +648 +2%
JBA
94
Johnson Bixby & Associates
Washington
$884K -$28.2K -808 -3%
CL
95
Choreo LLC
Illinois
$862K
TWM
96
Tradition Wealth Management
Minnesota
$855K +$17.3K +496 +2%
FFN
97
Focus Financial Network
Minnesota
$854K +$3.39K +97 +0.4%
Truist Financial
98
Truist Financial
North Carolina
$849K +$50.5K +1,446 +6%
RA
99
RFG Advisory
Alabama
$827K -$16K -459 -2%
FTUS
100
Flow Traders U.S.
New York
$825K +$156K +4,472 +22%