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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
225
Holders Change
+7
Holders Change %
+3.21%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
97
Reduced
72
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$555M
2
FA
2
Forefront Analytics
Pennsylvania
$15.5M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$147M
4
CA
4
Cetera Advisors
Colorado
$5.24M
5
AAS
5
Ameritas Advisory Services
Nebraska
$10M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
CAM
3
Clarity Asset Management
Iowa
$5.48M
4
Lido Advisors
4
Lido Advisors
California
$7.19M
5
RCG
5
Regatta Capital Group
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
BDFN
101
Bond & Devick Financial Network
Minnesota
$929K 23,906 +1,574 +7%
RA
102
RFG Advisory
Alabama
$919K 23,654 -1,366 -5%
FFN
103
Focus Financial Network
Minnesota
$891K 24,315 -292 -1%
LFG
104
Lockerman Financial Group
California
$877K 22,569 -347 -2%
KWA
105
Kingswood Wealth Advisors
California
$861K 22,150 -18,100 -45%
MML Investors Services
106
MML Investors Services
Massachusetts
$773K 19,885 +226 +1%
AA
107
Addison Advisors
Vermont
$770K 19,806 +1,260 +7%
SFG
108
Sage Financial Group
Pennsylvania
$759K 19,539 -791 -4%
KPWS
109
Kestra Private Wealth Services
Texas
$741K 19,078 +1,479 +8%
CB
110
Commerce Bank
Missouri
$738K 18,990 +220 +1%
OCM
111
One Capital Management
California
$721K 18,558 -19,995 -52%
AF
112
Advisornet Financial
Minnesota
$719K 18,493 -2,492 -12%
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$715K 18,404 -117 -0.6%
SEIA
114
Signature Estate & Investment Advisors
California
$713K 18,337 +5,510 +43%
Wells Fargo
115
Wells Fargo
California
$712K 18,326 +166 +0.9%
PSCM
116
Per Stirling Capital Management
Texas
$704K 18,106 +8,026 +80%
AC
117
AIFG Consultants
New York
$686K 17,654 +955 +6%
TFM
118
Trademark Financial Management
Minnesota
$658K 16,944 -8,014 -32%
HI
119
Harbour Investments
Wisconsin
$635K 16,350 +91 +0.6%
AIP
120
Ameritas Investment Partners
Nebraska
$635K 16,333 -25 -0.2%
RBA
121
Richard Bernstein Advisors
New York
$630K 16,203 -29,600 -65%
HB
122
HTLF Bank
Colorado
$625K 16,090 +3,406 +27%
HIF
123
Hill Island Financial
Michigan
$611K 15,719 – –
FWP
124
Falcon Wealth Planning
California
$610K 15,699 +1,292 +9%
MWM
125
Modera Wealth Management
New Jersey
$593K 15,266 +1,233 +9%
3 4
5
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