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Nuveen ESG Large-Cap Value ETF
NULV

140 hedge funds and large institutions have $1.06B invested in Nuveen ESG Large-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 18

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $890M → $1.06B (+$174M)

17% more funds holding

Funds holding: 120 → 140 (+20)

7.72% more ownership

Funds ownership: 79.61% → 87.32% (+7.7%)

Holders
140
Holders Change
+20
Holders Change %
+16.67%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
30
Increased
76
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$44M
2
Bank of America
Bank of America
North Carolina
+$29.2M
3
MD
Money Design
Japan
+$17.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.17M
5
LPL Financial
LPL Financial
California
+$6.8M

Top Sellers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$13.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.31M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.28M
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$1.16M
5
WFA
Wipfli Financial Advisors
Wisconsin
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
101
Baldrige Asset Management
Pennsylvania
$289K +$122K +3,117 +72%
SFP
102
Sandbox Financial Partners
Maryland
$277K +$278K +7,130 New
KAS
103
Kestra Advisory Services
Texas
$273K -$27.7K -710 -9%
SC
104
Savant Capital
Illinois
$265K +$18.1K +463 +7%
WFAG
105
Wescott Financial Advisory Group
Pennsylvania
$260K +$45.7K +1,172 +21%
SI
106
Stephens Inc
Arkansas
$258K – – –
PCA
107
Personal Capital Advisors
California
$254K +$255K +6,535 New
SPIA
108
Steward Partners Investment Advisory
New York
$253K +$63.2K +1,619 +33%
PP
109
PrairieView Partners
Minnesota
$249K +$250K +6,400 New
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$241K +$78 +2 +0%
NL
111
NWAM LLC
Washington
$236K +$24.6K +631 +12%
PAM
112
Peak Asset Management
Colorado
$232K +$232K +5,960 New
MFG
113
Merit Financial Group
Georgia
$231K +$231K +5,932 New
HI
114
Harbour Investments
Wisconsin
$222K -$263K -6,739 -54%
CA
115
Cornerstone Advisory
Maryland
$214K +$215K +5,500 New
WWM
116
Western Wealth Management
Colorado
$211K +$213K +5,464 New
RW
117
RVW Wealth
California
$208K +$208K +5,339 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$204K +$13.4K +343 +7%
EWA
119
EverSource Wealth Advisors
Alabama
$202K +$203K +5,206 New
EFS
120
Essex Financial Services
Connecticut
$201K +$201K +5,160 New
PWP
121
Personal Wealth Partners
Minnesota
$201K +$202K +5,170 New
Bessemer Group
122
Bessemer Group
New Jersey
$181K – – –
CFD
123
Creative Financial Designs
Indiana
$179K +$9.09K +233 +5%
PA
124
Parallel Advisors
California
$122K – – –
CA
125
CoreCap Advisors
Michigan
$106K +$106K +2,720 New
2 3 4
5
6

NULV Hedge Fund Activity: Q4 2021 in Review

140 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2021, worth a combined $1.06B — up 20% from $890M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 9 closed out — a net gain of 21 holders — while 76 added to existing stakes and 18 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $44M. The largest seller was Perella Weinberg Partners Capital Management, exiting entirely with an estimated $13.8M sold.

  • 140 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2021, up from 120 in Q3 2021.
  • Funds reported $1.06B of Nuveen ESG Large-Cap Value ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $44M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2021 was Perella Weinberg Partners Capital Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2021.