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Nuveen ESG Large-Cap Value ETF

234 hedge funds and large institutions have $1.37B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

3% more funds holding

Funds holding: 227234 (+7)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.04% more ownership

Funds ownership: 86.54%86.57% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
86
Reduced
84
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CB
101
Commerce Bank
Missouri
$776K +$58.4K +1,545 +8%
MML Investors Services
102
MML Investors Services
Massachusetts
$751K -$227 -6 -0%
TWM
103
Tradition Wealth Management
Minnesota
$743K -$253K -6,696 -25%
OCM
104
One Capital Management
California
$738K +$37K +980 +5%
KPWS
105
Kestra Private Wealth Services
Texas
$737K +$15.8K +418 +2%
BSW
106
Buckingham Strategic Wealth
Missouri
$718K +$271K +7,161 +60%
SEIA
107
Signature Estate & Investment Advisors
California
$712K +$18.9K +501 +3%
SFG
108
Sage Financial Group
Pennsylvania
$712K -$26.7K -707 -4%
ASN
109
Advisory Services Network
Georgia
$709K -$2.22M -58,744 -76%
HB
110
HTLF Bank
Colorado
$695K +$87.1K +2,305 +14%
HI
111
Harbour Investments
Wisconsin
$693K +$75.6K +2,001 +12%
Wells Fargo
112
Wells Fargo
California
$677K -$15.8K -417 -2%
AC
113
AIFG Consultants
New York
$673K +$5.93K +157 +0.9%
AF
114
Advisornet Financial
Minnesota
$671K -$27.5K -729 -4%
AIP
115
Ameritas Investment Partners
Nebraska
$635K +$17.4K +460 +3%
WCFA
116
Walkner Condon Financial Advisors
Wisconsin
$634K -$61.2K -1,619 -9%
TFM
117
Trademark Financial Management
Minnesota
$633K -$7.18K -190 -1%
PSCM
118
Per Stirling Capital Management
Texas
$616K -$68.3K -1,808 -10%
NP
119
NorthRock Partners
Minnesota
$615K -$366K -9,695 -37%
FWP
120
Falcon Wealth Planning
California
$612K +$18.2K +483 +3%
HIF
121
Hill Island Financial
Michigan
$594K +$38 +1 +0%
WFAG
122
Wescott Financial Advisory Group
Pennsylvania
$571K +$187K +4,942 +49%
KAS
123
Kestra Advisory Services
Texas
$563K +$192K +5,074 +52%
LSPW
124
Lake Street Private Wealth
Illinois
$562K -$2.95K -78 -0.5%
RVPG
125
Relative Value Partners Group
$562K +$562K +14,879 New