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Nuveen ESG Large-Cap Value ETF
NULV

220 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 34 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more funds holding

Funds holding: 203 → 220 (+17)

7% more capital invested

Capital invested by funds: $1.21B → $1.3B (+$87.4M)

4.12% more ownership

Funds ownership: 83.52% → 87.64% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

26% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 92

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.3M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$16.1M
3
RWP
RWA Wealth Partners
Massachusetts
+$5.19M
4
BCAM
Boston Common Asset Management
Massachusetts
+$2.33M
5
3AM
3EDGE Asset Management
Florida
+$2.26M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
2
Bank of America
Bank of America
North Carolina
-$13.5M
3
LWP
Laurel Wealth Planning
Minnesota
-$9.65M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$5.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
101
Lockerman Financial Group
California
$823K -$11.9K -347 -1%
SRB
102
Shotwell Rutter Baer
Michigan
$809K +$772K +22,609 New
BDFN
103
Bond & Devick Financial Network
Minnesota
$802K -$154K -4,514 -17%
AF
104
Advisornet Financial
Minnesota
$754K -$2.56K -75 -0.4%
SFG
105
Sage Financial Group
Pennsylvania
$730K +$84.9K +2,486 +14%
MML Investors Services
106
MML Investors Services
Massachusetts
$706K +$72.5K +2,122 +12%
CB
107
Commerce Bank
Missouri
$674K +$38.8K +1,135 +6%
AA
108
Addison Advisors
Vermont
$666K -$78.6K -2,300 -11%
WCFA
109
Walkner Condon Financial Advisors
Wisconsin
$665K -$192K -5,616 -23%
GG
110
GenWealth Group
New Jersey
$663K -$8.57K -251 -1%
Wells Fargo
111
Wells Fargo
California
$652K +$478K +13,989 +335%
KPWS
112
Kestra Private Wealth Services
Texas
$632K -$3.66K -107 -0.6%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$612K -$66K -1,933 -10%
AC
114
AIFG Consultants
New York
$600K -$20.3K -593 -3%
AIP
115
Ameritas Investment Partners
Nebraska
$587K -$4.44K -130 -0.8%
HI
116
Harbour Investments
Wisconsin
$584K +$207K +6,049 +59%
HIF
117
Hill Island Financial
Michigan
$564K +$537K +15,719 New
SFP
118
Sandbox Financial Partners
Maryland
$559K -$639K -18,714 -55%
CAG
119
Curtis Advisory Group
California
$556K – – –
US Bancorp
120
US Bancorp
Minnesota
$547K -$11.9K -349 -2%
LSPW
121
Lake Street Private Wealth
Illinois
$537K -$74.8K -2,189 -13%
FWP
122
Falcon Wealth Planning
California
$517K -$46.5K -1,360 -9%
RWP
123
Revolve Wealth Partners
New Jersey
$516K +$491K +14,366 New
MWM
124
Modera Wealth Management
New Jersey
$504K -$43.5K -1,272 -8%
KLI
125
Kelman-Lazarov Inc
Tennessee
$495K +$1.09K +32 +0.2%
3 4
5
6 7

NULV Hedge Fund Activity: Q4 2023 in Review

220 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2023, worth a combined $1.3B — up 7.2% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NULV positions and 13 closed out — a net gain of 21 holders — while 68 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.3M. The largest seller was JP Morgan Chase, cutting an estimated $15.3M.

  • 220 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $1.3B of Nuveen ESG Large-Cap Value ETF stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 34 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2023 and 13 closed out, a net change of +21 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $26.3M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2023 was JP Morgan Chase, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2023.