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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

183 hedge funds and large institutions have $1.19B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 10 closing their positions.

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
3.09%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.14%
New
32
Increased
98
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$28.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$45.9M
3
FEG
3
Fund Evaluation Group
Ohio
$12.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.2M
5
UBS Group
5
UBS Group
Switzerland
$34.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$417M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.75M
3
CPFP
3
Clear Perspectives Financial Planning
Ohio
$55K
4
MD
4
Money Design
Japan
$10.5M
5
3AM
5
3EDGE Asset Management
Florida
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
JBA
101
Johnson Bixby & Associates
Washington
$606K 18,140 +6,456 +55%
BDFN
102
Bond & Devick Financial Network
Minnesota
$598K 17,925 +4,422 +33%
KLI
103
Kelman-Lazarov Inc
Tennessee
$594K 17,784 +1,496 +9%
KPWS
104
Kestra Private Wealth Services
Texas
$588K 17,618 – –
LSPW
105
Lake Street Private Wealth
Illinois
$569K 17,056 – –
CB
106
Commerce Bank
Missouri
$559K 16,755 -145 -0.9%
SFP
107
Sandbox Financial Partners
Maryland
$556K 16,647 +6,605 +66%
NYLIM
108
New York Life Investment Management
New York
$548K 16,423 +1,776 +12%
US Bancorp
109
US Bancorp
Minnesota
$537K 16,076 -1,705 -10%
FHA
110
First Horizon Advisors
Tennessee
$522K 15,645 +15,645 New
APA
111
American Portfolios Advisors
New York
$496K 14,864 +2,255 +18%
AA
112
Addison Advisors
Vermont
$475K 14,241 -9,615 -40%
MDCM
113
Morgan Dempsey Capital Management
Wisconsin
$470K 14,126 -3,004 -18%
CCM
114
Colorado Capital Management
Colorado
$457K 13,680 – –
DADC
115
D.A. Davidson & Co
Montana
$454K 13,601 +59 +0.4%
AF
116
Advisornet Financial
Minnesota
$442K 13,245 +422 +3%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$429K 12,859 +1,427 +12%
RFA
118
RTD Financial Advisors
Pennsylvania
$424K 12,703 +1,234 +11%
CTC
119
Central Trust Company
Missouri
$416K 12,453 +193 +2%
TWM
120
Tradition Wealth Management
Minnesota
$402K 12,038 -317 -3%
WWM
121
Western Wealth Management
Colorado
$388K 11,634 +1,451 +14%
TRCT
122
Tower Research Capital (TRC)
New York
$388K 11,630 +5,119 +79%
SFG
123
Sage Financial Group
Pennsylvania
$382K 11,454 +1,229 +12%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$350K 10,474 -18,415 -64%
TC
125
Trust Company
Kansas
$339K 10,144 -665 -6%
3 4
5
6 7