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Nuveen ESG Large-Cap Value ETF

115 hedge funds and large institutions have $845M invested in Nuveen ESG Large-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 20

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $735M → $845M (+$110M)

10% more funds holding

Funds holding: 105115 (+10)

2.69% less ownership

Funds ownership: 82.96%80.27% (-2.7%)

Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
62
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
Reilly Financial Advisors
California
$90K
KFI
102
Key Financial Inc
Pennsylvania
$72K +$18.1K +480 +34%
Citigroup
103
Citigroup
New York
$68K +$9.79K +260 +17%
Wells Fargo
104
Wells Fargo
California
$61K +$44.1K +1,171 +258%
TWM
105
Tradition Wealth Management
Minnesota
$50K +$49.7K +1,319 New
GRP
106
Global Retirement Partners
California
$46K +$15.6K +413 +52%
TFS
107
TrustCore Financial Services
Tennessee
$35K
TIM
108
Tortoise Investment Management
New York
$25K
GWM
109
Geneos Wealth Management
Colorado
$24K -$1.43K -38 -6%
MIFH
110
Migdal Insurance & Financial Holdings
Israel
$22K
RBA
111
Richard Bernstein Advisors
New York
$17K +$16.9K +450 New
BMD
112
Better Money Decisions
New Mexico
$8K
Barclays
113
Barclays
United Kingdom
$7K +$6.52K +173 New
NWM
114
Navigation Wealth Management
Colorado
$2K +$1.96K +52 +5,200%
WIM
115
Westside Investment Management
California
$18 +$7.53K +200 +67%
TAS
116
TIFF Advisory Services
Pennsylvania
-$5.82M -160,759 Closed
MSA
117
Marino Stram & Associates
Massachusetts
-$1.09M -30,000 Closed
MWM
118
MBE Wealth Management
Wisconsin
-$634K -17,513 Closed
FTUS
119
Flow Traders U.S.
New York
-$588K -15,623 Closed
SFS
120
Sowell Financial Services
Arkansas
-$283K -7,399 Closed
SPC
121
Sigma Planning Corp
Michigan
-$207K -5,729 Closed
CFA
122
Carroll Financial Associates
North Carolina
-$21K -585 Closed
AIC
123
Ameritas Investment Company
Nebraska
-$8.72K -241 Closed
VFA
124
Valeo Financial Advisors
Indiana
-$5K -150 Closed