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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

218 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 32 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$19.6M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.46M
4
BCAM
4
Boston Common Asset Management
Massachusetts
$2.45M
5
3AM
5
3EDGE Asset Management
Florida
$2.38M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.7M
2
Bank of America
2
Bank of America
North Carolina
$495M
3
LWP
3
Laurel Wealth Planning
Minnesota
$300K
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$127M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBA
76
Richard Bernstein Advisors
New York
$1.64M +$379K +10,559 +30%
EH
77
Equitable Holdings
New York
$1.62M +$516K +14,365 +47%
KWA
78
Kingswood Wealth Advisors
California
$1.45M +$108K +3,000 +8%
B
79
Bailard
California
$1.44M -$255K -7,105 -15%
OCM
80
One Capital Management
California
$1.38M – – –
PSA
81
Plum Street Advisors
Louisiana
$1.32M +$1.32M +36,666 New
Stifel Financial
82
Stifel Financial
Missouri
$1.3M +$5.96K +166 +0.5%
PP
83
PrairieView Partners
Minnesota
$1.29M +$10.8K +300 +0.8%
Mariner
84
Mariner
Kansas
$1.29M -$81.3K -2,264 -6%
EFN
85
Equita Financial Network
Pennsylvania
$1.24M +$15.9K +443 +1%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24M -$1.4M -38,905 -53%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$1.16M +$6.28K +175 +0.5%
NP
88
NorthRock Partners
Minnesota
$1.13M +$1.13M +31,476 New
WP
89
WealthShield Partners
North Carolina
$1.09M -$671K -18,696 -38%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$1.07M +$326K +9,077 +44%
GWP
91
Gateway Wealth Partners
Wisconsin
$1.05M +$1.05M +29,272 New
Truist Financial
92
Truist Financial
North Carolina
$1M +$96.4K +2,685 +11%
CAN
93
Cetera Advisor Networks
California
$996K -$175K -4,861 -15%
TWM
94
Tradition Wealth Management
Minnesota
$969K +$55.3K +1,540 +6%
JBA
95
Johnson Bixby & Associates
Washington
$937K -$7.97K -222 -0.8%
CL
96
Choreo LLC
Illinois
$922K – – –
RA
97
RFG Advisory
Alabama
$898K +$14.3K +397 +2%
TFM
98
Trademark Financial Management
Minnesota
$896K +$896K +24,958 New
FFN
99
Focus Financial Network
Minnesota
$884K -$29K -807 -3%
PWMG
100
Private Wealth Management Group
New Jersey
$858K +$858K +23,904 New
2 3
4
5 6