We are live on ! Find out more
NULV icon

Nuveen ESG Large-Cap Value ETF
NULV

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

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

15% more funds holding

Funds holding: 140 → 161 (+21)

14.73% more ownership

Funds ownership: 87.32% → 102.06% (+15%)

11% more capital invested

Capital invested by funds: $1.06B → $1.18B (+$121M)

Holders
161
Holders Change
+21
Holders Change %
+15%
% of All Funds
2.54%
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
Thrivent Financial for Lutherans
Minnesota
+$31.8M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$29.6M
3
Bank of America
Bank of America
North Carolina
+$22.7M
4
TF
TIAA FSB
Florida
+$13.4M
5
Lido Advisors
Lido Advisors
California
+$11.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.8M
2
MD
Money Design
Japan
-$3.7M
3
PI
PFS Investments
Georgia
-$3.02M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.82M
5
RJA
Raymond James & Associates
Florida
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
101
Merit Financial Group
Georgia
$487K +$258K +6,861 +116%
APA
102
American Portfolios Advisors
New York
$480K +$183K +4,872 +63%
TWM
103
Tradition Wealth Management
Minnesota
$470K +$77.2K +2,054 +20%
CTC
104
Central Trust Company
Missouri
$466K +$53.1K +1,414 +13%
Citadel Advisors
105
Citadel Advisors
Florida
$456K -$159K -4,240 -26%
JBA
106
Johnson Bixby & Associates
Washington
$444K +$439K +11,684 New
RFA
107
RTD Financial Advisors
Pennsylvania
$436K +$31K +825 +8%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$434K -$59.1K -1,573 -12%
TC
109
Trust Company
Kansas
$411K +$406K +10,809 New
GG
110
GenWealth Group
New Jersey
$398K +$394K +10,477 New
SFG
111
Sage Financial Group
Pennsylvania
$389K +$384K +10,225 New
WWM
112
Western Wealth Management
Colorado
$387K +$177K +4,719 +86%
Goldman Sachs
113
Goldman Sachs
New York
$386K +$382K +10,159 New
SFP
114
Sandbox Financial Partners
Maryland
$382K +$109K +2,912 +41%
OPS
115
Orion Portfolio Solutions
Nebraska
$370K +$7.97K +212 +2%
JMPWA
116
JP Morgan Private Wealth Advisors
California
$310K +$2.07K +55 +0.7%
OBWG
117
Onyx Bridge Wealth Group
New York
$299K -$252K -6,711 -45%
KAS
118
Kestra Advisory Services
Texas
$298K +$29.8K +793 +11%
FPF
119
First Pacific Financial
Washington
$298K +$294K +7,835 New
ACA
120
Atlas Capital Advisors
Wyoming
$296K – – –
SC
121
Savant Capital
Illinois
$287K +$27.2K +723 +11%
NL
122
NWAM LLC
Washington
$286K +$53.6K +1,427 +23%
WFAG
123
Wescott Financial Advisory Group
Pennsylvania
$285K +$29.9K +795 +12%
PPW
124
Pinnacle Private Wealth
Massachusetts
$265K +$262K +6,978 New
TRCT
125
Tower Research Capital (TRC)
New York
$248K -$243K -6,456 -50%
3 4
5
6 7

NULV Hedge Fund Activity: Q1 2022 in Review

161 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2022, worth a combined $1.18B — up 11% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new NULV positions and 15 closed out — a net gain of 23 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $31.8M. The largest seller was Morgan Stanley, cutting an estimated $11.8M.

  • 161 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2022, up from 140 in Q4 2021.
  • Funds reported $1.18B of Nuveen ESG Large-Cap Value ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 38 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2022 and 15 closed out, a net change of +23 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2022 was Thrivent Financial for Lutherans, an estimated $31.8M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2022 was Morgan Stanley, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2022.