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Nuveen ESG Large-Cap Value ETF

220 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more funds holding

Funds holding: 203220 (+17)

7% more capital invested

Capital invested by funds: $1.21B → $1.3B (+$87.4M)

4.12% more ownership

Funds ownership: 83.52%87.64% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

26% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 92

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
68
Reduced
92
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBA
76
Richard Bernstein Advisors
New York
$1.64M +$361K +10,559 +30%
EH
77
Equitable Holdings
New York
$1.62M +$491K +14,365 +47%
KWA
78
Kingswood Wealth Advisors
California
$1.45M +$102K +3,000 +8%
B
79
Bailard
California
$1.44M -$243K -7,105 -15%
OCM
80
One Capital Management
California
$1.38M
PSA
81
Plum Street Advisors
Louisiana
$1.32M +$1.25M +36,666 New
Stifel Financial
82
Stifel Financial
Missouri
$1.3M +$5.67K +166 +0.5%
PP
83
PrairieView Partners
Minnesota
$1.29M +$10.2K +300 +0.8%
Mariner
84
Mariner
Kansas
$1.29M -$77.3K -2,264 -6%
EFN
85
Equita Financial Network
Pennsylvania
$1.24M +$15.1K +443 +1%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24M -$1.33M -38,905 -53%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$5.98K +175 +0.5%
NP
88
NorthRock Partners
Minnesota
$1.13M +$1.08M +31,476 New
WP
89
WealthShield Partners
North Carolina
$1.09M -$639K -18,696 -38%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$1.07M +$310K +9,077 +44%
GWP
91
Gateway Wealth Partners
Wisconsin
$1.05M +$1M +29,272 New
Truist Financial
92
Truist Financial
North Carolina
$1M +$91.7K +2,685 +11%
CAN
93
Cetera Advisor Networks
California
$996K -$166K -4,861 -15%
TWM
94
Tradition Wealth Management
Minnesota
$969K +$52.6K +1,540 +6%
JBA
95
Johnson Bixby & Associates
Washington
$937K -$7.58K -222 -0.8%
CL
96
Choreo LLC
Illinois
$922K
RA
97
RFG Advisory
Alabama
$898K +$13.6K +397 +2%
TFM
98
Trademark Financial Management
Minnesota
$896K +$853K +24,958 New
FFN
99
Focus Financial Network
Minnesota
$884K -$27.6K -807 -3%
PWMG
100
Private Wealth Management Group
New Jersey
$858K +$817K +23,904 New