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Nuveen ESG Large-Cap Value ETF

240 hedge funds and large institutions have $1.52B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

3% more funds holding

Funds holding: 234240 (+6)

0.4% more ownership

Funds ownership: 86.57%86.97% (+0.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
96
Reduced
81
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
76
PrairieView Partners
Minnesota
$1.39M -$80.5K -2,034 -6%
AA
77
Addison Advisors
Vermont
$1.37M +$245K +6,195 +23%
Jane Street
78
Jane Street
New York
$1.37M +$974K +24,583 +297%
CA
79
CGN Advisors
Kansas
$1.33M +$185K +4,675 +17%
WP
80
WealthShield Partners
North Carolina
$1.32M +$78.3K +1,978 +7%
B
81
Bailard
California
$1.32M -$44.6K -1,126 -3%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.31M +$48.2K +1,217 +4%
GWP
83
Gateway Wealth Partners
Wisconsin
$1.24M +$32.9K +832 +3%
PWMG
84
Private Wealth Management Group
New Jersey
$1.1M +$11.2K +284 +1%
CAG
85
Curtis Advisory Group
California
$1.07M -$30.3K -764 -3%
CL
86
Choreo LLC
Illinois
$1.06M
Wells Fargo
87
Wells Fargo
California
$1.03M +$264K +6,677 +37%
Osaic Holdings
88
Osaic Holdings
Arizona
$1.02M +$8K +202 +0.8%
NP
89
NorthRock Partners
Minnesota
$1.01M +$316K +7,986 +49%
Citadel Advisors
90
Citadel Advisors
Florida
$1.01M +$959K +24,210 New
FFN
91
Focus Financial Network
Minnesota
$1.01M -$5.5K -139 -0.6%
JBA
92
Johnson Bixby & Associates
Washington
$999K -$70.6K -1,784 -7%
SRB
93
Shotwell Rutter Baer
Michigan
$993K +$71.5K +1,806 +8%
BDFN
94
Bond & Devick Financial Network
Minnesota
$983K +$5.94K +150 +0.6%
CB
95
Commerce Bank
Missouri
$982K +$119K +2,995 +15%
LFG
96
Lockerman Financial Group
California
$945K +$60.7K +1,534 +7%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$941K +$668K +16,865 +296%
FBFS
98
First Business Financial Services
Wisconsin
$905K +$393K +9,918 +84%
RA
99
RFG Advisory
Alabama
$905K -$95.8K -2,420 -10%
CWP
100
Concord Wealth Partners
Virginia
$894K -$1.16M -29,358 -58%

NULV Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2024, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NULV positions and 9 closed out — a net gain of 8 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.97M. The largest seller was Bank of America, cutting an estimated $9.02M.

  • 240 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $1.52B of Nuveen ESG Large-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.97M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2024.