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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

203 hedge funds and large institutions have $1.21B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
85
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$476M
2
AAS
2
Ameritas Advisory Services
Nebraska
$8.32M
3
EWA
3
EP Wealth Advisors
California
$3.87M
4
WAM
4
WNY Asset Management
New York
$3.05M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$67.1M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$2.52M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.82M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23M
4
FEG
4
Fund Evaluation Group
Ohio
$9.08M
5
DF
5
Dunhill Financial
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
101
Walkner Condon Financial Advisors
Wisconsin
$811K -$36.2K -1,078 -4%
LFG
102
Lockerman Financial Group
California
$781K -$27K -805 -3%
AF
103
Advisornet Financial
Minnesota
$707K -$1.78K -53 -0.3%
AA
104
Addison Advisors
Vermont
$700K -$5.04K -150 -0.7%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$698K +$382K +11,382 +121%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$637K -$2.84M -84,463 -82%
GG
107
GenWealth Group
New Jersey
$628K +$29K +864 +5%
SFG
108
Sage Financial Group
Pennsylvania
$599K -$6.32K -188 -1%
KPWS
109
Kestra Private Wealth Services
Texas
$595K – – –
CB
110
Commerce Bank
Missouri
$592K +$163K +4,845 +38%
MML Investors Services
111
MML Investors Services
Massachusetts
$589K -$2.42K -72 -0.4%
AC
112
AIFG Consultants
New York
$581K +$135K +4,030 +30%
IFWM
113
Institute for Wealth Management
Colorado
$580K -$18.9K -562 -3%
LSPW
114
Lake Street Private Wealth
Illinois
$580K – – –
RCS
115
Retirement Capital Strategies
California
$575K +$575K +17,115 New
AIP
116
Ameritas Investment Partners
Nebraska
$554K +$37.5K +1,115 +7%
DADC
117
D.A. Davidson & Co
Montana
$540K – – –
FWP
118
Falcon Wealth Planning
California
$530K +$72.3K +2,152 +16%
US Bancorp
119
US Bancorp
Minnesota
$523K +$6.55K +195 +1%
CAG
120
Curtis Advisory Group
California
$520K – – –
SEIA
121
Signature Estate & Investment Advisors
California
$517K +$706 +21 +0.1%
MWM
122
Modera Wealth Management
New Jersey
$514K +$21.3K +635 +4%
DAS
123
Dynamic Advisor Solutions
Arizona
$491K -$705K -20,977 -59%
RW
124
Rede Wealth
Virginia
$484K +$13.5K +402 +3%
KLI
125
Kelman-Lazarov Inc
Tennessee
$462K -$23.8K -710 -5%
3 4
5
6 7