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Nuveen ESG Large-Cap Value ETF

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.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

197% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 33

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

14.4% more ownership

Funds ownership: 102.06%116.46% (+14%)

14% more funds holding

Funds holding: 161183 (+22)

0% more capital invested

Capital invested by funds: $1.18B → $1.19B (+$2.54M)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
32
Increased
98
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JBA
101
Johnson Bixby & Associates
Washington
$606K +$232K +6,456 +55%
BDFN
102
Bond & Devick Financial Network
Minnesota
$598K +$159K +4,422 +33%
KLI
103
Kelman-Lazarov Inc
Tennessee
$594K +$53.7K +1,496 +9%
KPWS
104
Kestra Private Wealth Services
Texas
$588K
LSPW
105
Lake Street Private Wealth
Illinois
$569K
CB
106
Commerce Bank
Missouri
$559K -$5.2K -145 -0.9%
SFP
107
Sandbox Financial Partners
Maryland
$556K +$237K +6,605 +66%
NYLIM
108
New York Life Investment Management
New York
$548K +$63.7K +1,776 +12%
US Bancorp
109
US Bancorp
Minnesota
$537K -$61.2K -1,705 -10%
FHA
110
First Horizon Advisors
Tennessee
$522K +$561K +15,645 New
APA
111
American Portfolios Advisors
New York
$496K +$80.9K +2,255 +18%
AA
112
Addison Advisors
Vermont
$475K -$345K -9,615 -40%
MDCM
113
Morgan Dempsey Capital Management
Wisconsin
$470K -$108K -3,004 -18%
CCM
114
Colorado Capital Management
Colorado
$457K
DADC
115
D.A. Davidson & Co
Montana
$454K +$2.12K +59 +0.4%
AF
116
Advisornet Financial
Minnesota
$442K +$15.1K +422 +3%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$429K +$51.2K +1,427 +12%
RFA
118
RTD Financial Advisors
Pennsylvania
$424K +$44.3K +1,234 +11%
CTC
119
Central Trust Company
Missouri
$416K +$6.93K +193 +2%
TWM
120
Tradition Wealth Management
Minnesota
$402K -$11.4K -317 -3%
WWM
121
Western Wealth Management
Colorado
$388K +$52.1K +1,451 +14%
TRCT
122
Tower Research Capital (TRC)
New York
$388K +$184K +5,119 +79%
SFG
123
Sage Financial Group
Pennsylvania
$382K +$44.1K +1,229 +12%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$350K -$661K -18,415 -64%
TC
125
Trust Company
Kansas
$339K -$23.9K -665 -6%

NULV Hedge Fund Activity: Q2 2022 in Review

183 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2022, worth a combined $1.19B — up 0.21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NULV positions and 10 closed out — a net gain of 22 holders — while 98 added to existing stakes and 33 trimmed.

The largest buyer was Forefront Analytics, opening a new position worth an estimated $30.9M. The largest seller was Bank of America, cutting an estimated $6.65M.

  • 183 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2022, up from 161 in Q1 2022.
  • Funds reported $1.19B of Nuveen ESG Large-Cap Value ETF stock for Q2 2022, up 0.21% quarter-over-quarter.
  • 32 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2022 and 10 closed out, a net change of +22 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2022 was Forefront Analytics, an estimated $30.9M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2022 was Bank of America, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2022.