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Nuveen ESG Large-Cap Value ETF

120 hedge funds and large institutions have $890M invested in Nuveen ESG Large-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 19

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

5% more capital invested

Capital invested by funds: $845M → $890M (+$44.7M)

4% more funds holding

Funds holding: 115120 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 80.27%79.61% (-0.66%)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
64
Reduced
19
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Prentice Wealth Management
New York
$104K -$19.9K -520 -16%
RFA
102
Reilly Financial Advisors
California
$89K
Wells Fargo
103
Wells Fargo
California
$87K +$26.7K +697 +43%
KFI
104
Key Financial Inc
Pennsylvania
$71K
Citigroup
105
Citigroup
New York
$68K +$383 +10 +0.6%
TWM
106
Tradition Wealth Management
Minnesota
$65K +$16.1K +419 +32%
AF
107
Allworth Financial
California
$59K +$59.8K +1,561 New
MD
108
Money Design
Japan
$59K +$60.4K +1,577 New
AIC
109
Archer Investment Corporation
Indiana
$58.2K +$59.5K +1,553 New
GRP
110
Global Retirement Partners
California
$51K +$5.78K +151 +12%
ME
111
McIlrath & Eck
Washington
$44K +$44.9K +1,173 New
TFS
112
TrustCore Financial Services
Tennessee
$41K +$6.17K +161 +17%
GKWIM
113
Gerber Kawasaki Wealth & Investment Management
California
$30K +$1.15K +30 New
TIM
114
Tortoise Investment Management
New York
$25K
GWM
115
Geneos Wealth Management
Colorado
$24K
MIFH
116
Migdal Insurance & Financial Holdings
Israel
$22K
HA
117
Herold Advisors
New York
$22K +$23K +600 New
BMD
118
Better Money Decisions
New Mexico
$8K
NWM
119
Navigation Wealth Management
Colorado
$3K
WIM
120
Westside Investment Management
California
$18
Jane Street
121
Jane Street
New York
-$4.26M -112,810 Closed
RCS
122
Retirement Capital Strategies
California
-$973K -25,787 Closed
CA
123
CGN Advisors
Kansas
-$781K -20,692 Closed
BAM
124
Belpointe Asset Management
Nevada
-$631K -16,715 Closed
3AM
125
3EDGE Asset Management
Florida
-$578K -15,300 Closed