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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

161 hedge funds and large institutions have $1.18B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+21
Holders Change %
+15%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
80
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$32.2M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$29.9M
3
Bank of America
3
Bank of America
North Carolina
$482M
4
TF
4
TIAA FSB
Florida
$151M
5
Lido Advisors
5
Lido Advisors
California
$18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.3M
2
MD
2
Money Design
Japan
$13.1M
3
PI
3
PFS Investments
Georgia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.2M
5
RJA
5
Raymond James & Associates
Florida
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
101
Merit Financial Group
Georgia
$487K +$261K +6,861 +116%
APA
102
American Portfolios Advisors
New York
$480K +$185K +4,872 +63%
TWM
103
Tradition Wealth Management
Minnesota
$470K +$78.1K +2,054 +20%
CTC
104
Central Trust Company
Missouri
$466K +$53.7K +1,414 +13%
Citadel Advisors
105
Citadel Advisors
Florida
$456K -$161K -4,240 -26%
JBA
106
Johnson Bixby & Associates
Washington
$444K +$444K +11,684 New
RFA
107
RTD Financial Advisors
Pennsylvania
$436K +$31.4K +825 +8%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$434K -$59.7K -1,573 -12%
TC
109
Trust Company
Kansas
$411K +$411K +10,809 New
GG
110
GenWealth Group
New Jersey
$398K +$398K +10,477 New
SFG
111
Sage Financial Group
Pennsylvania
$389K +$389K +10,225 New
WWM
112
Western Wealth Management
Colorado
$387K +$179K +4,719 +86%
Goldman Sachs
113
Goldman Sachs
New York
$386K +$386K +10,159 New
SFP
114
Sandbox Financial Partners
Maryland
$382K +$111K +2,912 +41%
OPS
115
Orion Portfolio Solutions
Nebraska
$370K +$8.06K +212 +2%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$310K +$2.09K +55 +0.7%
OBWG
117
Onyx Bridge Wealth Group
New York
$299K -$246K -6,711 -45%
KAS
118
Kestra Advisory Services
Texas
$298K +$30.2K +793 +11%
FPF
119
First Pacific Financial
Washington
$298K +$298K +7,835 New
ACA
120
Atlas Capital Advisors
Wyoming
$296K – – –
SC
121
Savant Capital
Illinois
$287K +$27.5K +723 +11%
NL
122
NWAM LLC
Washington
$286K +$54.3K +1,427 +23%
WFAG
123
Wescott Financial Advisory Group
Pennsylvania
$285K +$30.3K +795 +12%
PPW
124
Pinnacle Private Wealth
Massachusetts
$265K +$265K +6,978 New
TRCT
125
Tower Research Capital (TRC)
New York
$248K -$246K -6,456 -50%
3 4
5
6 7