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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

202 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 13 closing their positions.

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
80
Reduced
68
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$474M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$23.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$4.39M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.47M
5
RCG
5
Regatta Capital Group
California
$7.65M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$66.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.7M
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
SHGA
4
Sand Hill Global Advisors
California
$0
5
FA
5
Forefront Analytics
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
101
Lockerman Financial Group
California
$834K -$278K -8,037 -25%
Truist Financial
102
Truist Financial
North Carolina
$826K +$122K +3,507 +17%
AF
103
Advisornet Financial
Minnesota
$732K -$13.3K -385 -2%
AA
104
Addison Advisors
Vermont
$728K +$46.3K +1,335 +7%
FTUS
105
Flow Traders U.S.
New York
$696K +$696K +20,099 New
SFG
106
Sage Financial Group
Pennsylvania
$625K -$20.7K -598 -3%
GG
107
GenWealth Group
New Jersey
$618K +$618K +17,836 New
IFWM
108
Institute for Wealth Management
Colorado
$618K -$45.5K -1,312 -7%
KPWS
109
Kestra Private Wealth Services
Texas
$614K – – –
MML Investors Services
110
MML Investors Services
Massachusetts
$610K +$18.8K +543 +3%
LSPW
111
Lake Street Private Wealth
Illinois
$594K – – –
DADC
112
D.A. Davidson & Co
Montana
$557K +$105K +3,028 +23%
CAG
113
Curtis Advisory Group
California
$536K +$256K +7,396 +92%
US Bancorp
114
US Bancorp
Minnesota
$533K +$6.97K +201 +1%
AIP
115
Ameritas Investment Partners
Nebraska
$533K +$48.2K +1,390 +10%
SEIA
116
Signature Estate & Investment Advisors
California
$532K -$416 -12 -0.1%
MWM
117
Modera Wealth Management
New Jersey
$508K +$508K +14,670 New
KLI
118
Kelman-Lazarov Inc
Tennessee
$501K -$69 -2 -0%
RW
119
Rede Wealth
Virginia
$486K +$14.9K +431 +3%
MDCM
120
Morgan Dempsey Capital Management
Wisconsin
$478K -$5.79K -167 -1%
FWP
121
Falcon Wealth Planning
California
$472K +$144K +4,153 +44%
AC
122
AIFG Consultants
New York
$460K -$40K -1,153 -8%
NYLIM
123
New York Life Investment Management
New York
$446K -$37.5K -1,083 -8%
CB
124
Commerce Bank
Missouri
$443K -$56.8K -1,640 -11%
RFA
125
RTD Financial Advisors
Pennsylvania
$430K -$90.1K -2,599 -17%
3 4
5
6 7