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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

218 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$19.6M
3
RWP
3
RWA Wealth Partners
Massachusetts
$5.46M
4
BCAM
4
Boston Common Asset Management
Massachusetts
$2.45M
5
3AM
5
3EDGE Asset Management
Florida
$2.38M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.7M
2
Bank of America
2
Bank of America
North Carolina
$495M
3
LWP
3
Laurel Wealth Planning
Minnesota
$300K
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$127M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
101
Lockerman Financial Group
California
$823K -$12.5K -347 -1%
SRB
102
Shotwell Rutter Baer
Michigan
$809K +$809K +22,609 New
BDFN
103
Bond & Devick Financial Network
Minnesota
$802K -$162K -4,514 -17%
AF
104
Advisornet Financial
Minnesota
$754K -$2.69K -75 -0.4%
SFG
105
Sage Financial Group
Pennsylvania
$730K +$89.3K +2,486 +14%
MML Investors Services
106
MML Investors Services
Massachusetts
$706K +$76.2K +2,122 +12%
CB
107
Commerce Bank
Missouri
$674K +$40.8K +1,135 +6%
AA
108
Addison Advisors
Vermont
$666K -$82.6K -2,300 -11%
WCFA
109
Walkner Condon Financial Advisors
Wisconsin
$665K -$202K -5,616 -23%
GG
110
GenWealth Group
New Jersey
$663K -$9.01K -251 -1%
Wells Fargo
111
Wells Fargo
California
$652K +$502K +13,989 +335%
KPWS
112
Kestra Private Wealth Services
Texas
$632K -$3.84K -107 -0.6%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$612K -$69.4K -1,933 -10%
AC
114
AIFG Consultants
New York
$600K -$21.3K -593 -3%
AIP
115
Ameritas Investment Partners
Nebraska
$587K -$4.67K -130 -0.8%
HI
116
Harbour Investments
Wisconsin
$584K +$217K +6,049 +59%
HIF
117
Hill Island Financial
Michigan
$564K +$564K +15,719 New
SFP
118
Sandbox Financial Partners
Maryland
$559K -$672K -18,714 -55%
CAG
119
Curtis Advisory Group
California
$556K – – –
US Bancorp
120
US Bancorp
Minnesota
$547K -$12.5K -349 -2%
LSPW
121
Lake Street Private Wealth
Illinois
$537K -$78.6K -2,189 -13%
FWP
122
Falcon Wealth Planning
California
$517K -$48.8K -1,360 -9%
RWP
123
Revolve Wealth Partners
New Jersey
$516K +$516K +14,366 New
MWM
124
Modera Wealth Management
New Jersey
$504K -$45.7K -1,272 -8%
KLI
125
Kelman-Lazarov Inc
Tennessee
$495K +$1.15K +32 +0.2%
3 4
5
6 7