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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

247 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, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.29%
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
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$78.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.4M
4
FEG
4
Fund Evaluation Group
Ohio
$8.53M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$534M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$4.97M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$35.5M
4
SA
4
Stewardship Advisors
Pennsylvania
$901K
5
AAS
5
Ameritas Advisory Services
Nebraska
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
76
Revolve Wealth Partners
New Jersey
$1.43M +$118K +3,009 +9%
SA
77
Sincerus Advisory
New York
$1.38M +$1.38M +35,044 New
EH
78
Equitable Holdings
New York
$1.31M -$233K -5,921 -15%
B
79
Bailard
California
$1.31M +$65K +1,650 +5%
AA
80
Addison Advisors
Vermont
$1.29M -$5.51K -140 -0.4%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$1.24M +$6.22K +158 +0.5%
PP
82
PrairieView Partners
Minnesota
$1.22M -$89.5K -2,275 -7%
GWP
83
Gateway Wealth Partners
Wisconsin
$1.2M +$28.1K +714 +2%
Wells Fargo
84
Wells Fargo
California
$1.18M +$209K +5,318 +22%
TFM
85
Trademark Financial Management
Minnesota
$1.08M +$391K +9,939 +57%
FFN
86
Focus Financial Network
Minnesota
$1.05M +$106K +2,700 +11%
PWMG
87
Private Wealth Management Group
New Jersey
$1.03M -$8.35K -212 -0.8%
CL
88
Choreo LLC
Illinois
$1.01M – – –
CAG
89
Curtis Advisory Group
California
$1M -$8.98K -228 -0.9%
BDFN
90
Bond & Devick Financial Network
Minnesota
$983K – – –
KWA
91
Kingswood Wealth Advisors
California
$982K -$922K -23,413 -48%
JBA
92
Johnson Bixby & Associates
Washington
$974K +$31.7K +805 +3%
JSW
93
Journey Strategic Wealth
New Jersey
$965K +$324K +8,240 +51%
CB
94
Commerce Bank
Missouri
$926K – – –
NP
95
NorthRock Partners
Minnesota
$905K -$50.9K -1,293 -5%
SA
96
Stewardship Advisors
Pennsylvania
$901K -$3.13M -79,518 -78%
Osaic Holdings
97
Osaic Holdings
Arizona
$900K -$59.6K -1,514 -6%
SRB
98
Shotwell Rutter Baer
Michigan
$896K -$37.8K -971 -4%
LFG
99
Lockerman Financial Group
California
$881K -$9.84K -250 -1%
FBFS
100
First Business Financial Services
Wisconsin
$852K -$1.61K -41 -0.2%
2 3
4
5 6