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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

197 hedge funds and large institutions have $1.28B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 97 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
97
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$459M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$89.9M
3
OBWP
3
O'Brien Wealth Partners
Massachusetts
$6.1M
4
MD
4
Money Design
Japan
$16.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$36.1M

Top Sellers

1
FA
1
Forefront Analytics
Pennsylvania
$6.37M
2
UBS Group
2
UBS Group
Switzerland
$31.9M
3
IA
3
IFP Advisors
Florida
$0
4
DC
4
DeDora Capital
California
$233K
5
EWA
5
EP Wealth Advisors
California
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
101
Hamilton Capital
Ohio
$689K +$59.4K +1,742 +9%
AA
102
Addison Advisors
Vermont
$670K +$55.7K +1,635 +9%
IFWM
103
Institute for Wealth Management
Colorado
$652K +$2.52K +74 +0.4%
SFG
104
Sage Financial Group
Pennsylvania
$635K +$191K +5,596 +43%
BFPW
105
BOK Financial Private Wealth
Colorado
$622K -$6.95K -204 -1%
KPWS
106
Kestra Private Wealth Services
Texas
$603K +$3.65K +107 +0.6%
LSPW
107
Lake Street Private Wealth
Illinois
$584K – – –
MML Investors Services
108
MML Investors Services
Massachusetts
$581K -$297K -8,737 -34%
AAS
109
Avantax Advisory Services
Texas
$577K -$106K -3,100 -15%
CCM
110
Colorado Capital Management
Colorado
$535K – – –
RSWM
111
Robertson Stephens Wealth Management
California
$534K – – –
SEIA
112
Signature Estate & Investment Advisors
California
$523K +$12.5K +368 +2%
US Bancorp
113
US Bancorp
Minnesota
$517K -$59.6K -1,749 -10%
RFA
114
RTD Financial Advisors
Pennsylvania
$511K +$58.6K +1,720 +13%
TWM
115
Tradition Wealth Management
Minnesota
$499K +$29.8K +874 +6%
KLI
116
Kelman-Lazarov Inc
Tennessee
$492K +$26K +762 +6%
CB
117
Commerce Bank
Missouri
$492K -$33K -970 -6%
AC
118
AIFG Consultants
New York
$491K +$491K +14,415 New
CAM
119
Cresset Asset Management
Illinois
$479K +$20.4K +600 +4%
AIP
120
Ameritas Investment Partners
Nebraska
$476K +$4.6K +135 +1%
NYLIM
121
New York Life Investment Management
New York
$475K +$27.6K +809 +6%
MDCM
122
Morgan Dempsey Capital Management
Wisconsin
$474K +$1.32K +39 +0.3%
BAM
123
Baldrige Asset Management
Pennsylvania
$468K +$13.8K +404 +3%
RW
124
Rede Wealth
Virginia
$463K +$47.6K +1,398 +11%
DADC
125
D.A. Davidson & Co
Montana
$444K +$57.3K +1,683 +15%
3 4
5
6 7