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Nuveen ESG Large-Cap Value ETF

256 hedge funds and large institutions have $1.56B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

1% more funds holding

Funds holding: 253256 (+3)

4% more capital invested

Capital invested by funds: $1.5B → $1.56B (+$66.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.33% less ownership

Funds ownership: 86.5%85.17% (-1.3%)

Holders
256
Holders Change
+3
Holders Change %
+1.19%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
94
Reduced
80
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
76
UMB Bank
Missouri
$1.52M
SWGC
77
Summit Wealth Group (Colorado)
Colorado
$1.5M +$1.52M +35,668 New
KAS
78
Kestra Advisory Services
Texas
$1.48M +$1.17M +27,380 +434%
P
79
&Partners
Tennessee
$1.39M -$276K -6,464 -17%
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$1.35M +$475K +11,139 +57%
AA
81
Addison Advisors
Vermont
$1.3M -$103K -2,407 -7%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$1.29M +$97.7K +2,289 +8%
KWA
83
Kingswood Wealth Advisors
California
$1.25M +$194K +4,550 +19%
JSW
84
Journey Strategic Wealth
New Jersey
$1.23M +$73K +1,711 +6%
TFM
85
Trademark Financial Management
Minnesota
$1.22M +$3.67K +86 +0.3%
SRB
86
Shotwell Rutter Baer
Michigan
$1.21M +$138K +3,239 +13%
WP
87
WealthShield Partners
North Carolina
$1.2M -$30.4K -712 -3%
CAG
88
Curtis Advisory Group
California
$1.17M +$53.1K +1,245 +5%
PWMG
89
Private Wealth Management Group
New Jersey
$1.15M +$28.8K +676 +3%
B
90
Bailard
California
$1.13M +$8.4K +197 +0.8%
CL
91
Choreo LLC
Illinois
$1.12M
BDFN
92
Bond & Devick Financial Network
Minnesota
$1.12M -$93.3K -2,187 -8%
MSA
93
Marino Stram & Associates
Massachusetts
$1.07M -$88.8K -2,082 -8%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$1.06M +$1.04M +24,272 New
CB
95
Commerce Bank
Missouri
$1.05M -$13.2K -310 -1%
WAM
96
WNY Asset Management
New York
$1.05M -$1.43M -33,548 -58%
VA
97
VestGen Advisors
Illinois
$972K +$768 +18 +0.1%
IWC
98
Integrated Wealth Concepts
Massachusetts
$970K +$111K +2,605 +13%
WFAG
99
Wescott Financial Advisory Group
Pennsylvania
$946K +$57.3K +1,344 +7%
HI
100
Harbour Investments
Wisconsin
$921K -$9.13K -214 -1%