NULV icon

Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

232 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, 84 increasing their positions, 84 reducing their positions, and 16 closing their positions.

Holders
232
Holders Change
+7
Holders Change %
+3.11%
% 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
84
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.4M
3
CNBT
3
Canandaigua National Bank & Trust
New York
$2.19M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
GAA
2
Global Assets Advisory
Florida
$0
3
3AM
3
3EDGE Asset Management
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$537M
5
ASN
5
Advisory Services Network
Georgia
$709K
Name Market Value Shares Shares
Change 		Shares
Change %
CB
101
Commerce Bank
Missouri
$776K 20,535 +1,545 +8%
MML Investors Services
102
MML Investors Services
Massachusetts
$751K 19,879 -6 -0%
TWM
103
Tradition Wealth Management
Minnesota
$743K 19,664 -6,696 -25%
OCM
104
One Capital Management
California
$738K 19,538 +980 +5%
KPWS
105
Kestra Private Wealth Services
Texas
$737K 19,496 +418 +2%
BSW
106
Buckingham Strategic Wealth
Missouri
$718K 19,004 +7,161 +60%
SEIA
107
Signature Estate & Investment Advisors
California
$712K 18,838 +501 +3%
SFG
108
Sage Financial Group
Pennsylvania
$712K 18,832 -707 -4%
ASN
109
Advisory Services Network
Georgia
$709K 18,772 -58,744 -76%
HB
110
HTLF Bank
Colorado
$695K 18,395 +2,305 +14%
HI
111
Harbour Investments
Wisconsin
$693K 18,351 +2,001 +12%
Wells Fargo
112
Wells Fargo
California
$677K 17,909 -417 -2%
AC
113
AIFG Consultants
New York
$673K 17,811 +157 +0.9%
AF
114
Advisornet Financial
Minnesota
$671K 17,764 -729 -4%
AIP
115
Ameritas Investment Partners
Nebraska
$635K 16,793 +460 +3%
WCFA
116
Walkner Condon Financial Advisors
Wisconsin
$634K 16,785 -1,619 -9%
TFM
117
Trademark Financial Management
Minnesota
$633K 16,754 -190 -1%
PSCM
118
Per Stirling Capital Management
Texas
$616K 16,298 -1,808 -10%
NP
119
NorthRock Partners
Minnesota
$615K 16,287 -9,695 -37%
FWP
120
Falcon Wealth Planning
California
$612K 16,182 +483 +3%
HIF
121
Hill Island Financial
Michigan
$594K 15,720 +1 +0%
WFAG
122
Wescott Financial Advisory Group
Pennsylvania
$571K 15,110 +4,942 +49%
KAS
123
Kestra Advisory Services
Texas
$563K 14,895 +5,074 +52%
LSPW
124
Lake Street Private Wealth
Illinois
$562K 14,879 -78 -0.5%
RVPG
125
Relative Value Partners Group
$562K 14,879 +14,879 New
3 4
5
6 7