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Nuveen ESG Large-Cap Value ETF

249 hedge funds and large institutions have $1.45B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

60% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 70

4% more funds holding

Funds holding: 240249 (+9)

1.97% more ownership

Funds ownership: 86.97%88.94% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.52B → $1.45B (-$73.8M)

Holders
249
Holders Change
+9
Holders Change %
+3.75%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
112
Reduced
70
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
76
Revolve Wealth Partners
New Jersey
$1.43M +$125K +3,009 +9%
SA
77
Sincerus Advisory
New York
$1.38M +$1.45M +35,044 New
EH
78
Equitable Holdings
New York
$1.31M -$246K -5,921 -15%
B
79
Bailard
California
$1.31M +$68.5K +1,650 +5%
AA
80
Addison Advisors
Vermont
$1.29M -$5.81K -140 -0.4%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$6.56K +158 +0.5%
PP
82
PrairieView Partners
Minnesota
$1.22M -$94.5K -2,275 -7%
GWP
83
Gateway Wealth Partners
Wisconsin
$1.2M +$29.6K +714 +2%
Wells Fargo
84
Wells Fargo
California
$1.18M +$221K +5,318 +22%
TFM
85
Trademark Financial Management
Minnesota
$1.08M +$413K +9,939 +57%
FFN
86
Focus Financial Network
Minnesota
$1.05M +$112K +2,700 +11%
PWMG
87
Private Wealth Management Group
New Jersey
$1.03M -$8.8K -212 -0.8%
CL
88
Choreo LLC
Illinois
$1.01M
CAG
89
Curtis Advisory Group
California
$1M -$9.47K -228 -0.9%
BDFN
90
Bond & Devick Financial Network
Minnesota
$983K
KWA
91
Kingswood Wealth Advisors
California
$982K -$972K -23,413 -48%
JBA
92
Johnson Bixby & Associates
Washington
$974K +$33.4K +805 +3%
JSW
93
Journey Strategic Wealth
New Jersey
$965K +$342K +8,240 +51%
CB
94
Commerce Bank
Missouri
$926K
NP
95
NorthRock Partners
Minnesota
$905K -$53.7K -1,293 -5%
SA
96
Stewardship Advisors
Pennsylvania
$901K -$3.3M -79,518 -78%
Osaic Holdings
97
Osaic Holdings
Arizona
$900K -$62.9K -1,514 -6%
SRB
98
Shotwell Rutter Baer
Michigan
$896K -$40.3K -971 -4%
LFG
99
Lockerman Financial Group
California
$881K -$10.4K -250 -1%
FBFS
100
First Business Financial Services
Wisconsin
$852K -$1.7K -41 -0.2%

NULV Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2024, worth a combined $1.45B — down 4.9% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 17 closed out — a net gain of 13 holders — while 112 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19.8M. The largest seller was Bank of America, cutting an estimated $17.7M.

  • 249 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2024, up from 240 in Q3 2024.
  • Funds reported $1.45B of Nuveen ESG Large-Cap Value ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2024 and 17 closed out, a net change of +13 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $19.8M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2024 was Bank of America, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.