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Nuveen ESG Large-Cap Value ETF

240 hedge funds and large institutions have $1.52B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

3% more funds holding

Funds holding: 234240 (+6)

0.4% more ownership

Funds ownership: 86.57%86.97% (+0.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
96
Reduced
81
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$861K -$1.48M -37,302 -64%
HI
102
Harbour Investments
Wisconsin
$837K +$67.6K +1,706 +9%
HB
103
HTLF Bank
Colorado
$835K +$64.6K +1,631 +9%
SEIA
104
Signature Estate & Investment Advisors
California
$826K +$38.3K +968 +5%
FWP
105
Falcon Wealth Planning
California
$815K +$133K +3,363 +21%
BMD
106
Better Money Decisions
New Mexico
$812K +$231K +5,831 +43%
OCM
107
One Capital Management
California
$811K -$3.96K -100 -0.5%
Focus Partners Wealth
108
Focus Partners Wealth
Massachusetts
$806K +$765K +19,324 New
TWM
109
Tradition Wealth Management
Minnesota
$805K -$14.8K -373 -2%
DPI
110
Diversified Portfolios Inc
Michigan
$774K +$735K +18,550 New
TRCT
111
Tower Research Capital (TRC)
New York
$769K -$117K -2,966 -14%
SFG
112
Sage Financial Group
Pennsylvania
$756K -$28.3K -714 -4%
KPWS
113
Kestra Private Wealth Services
Texas
$748K -$61.7K -1,559 -8%
3AM
114
3EDGE Asset Management
Florida
$747K -$547K -13,804 -44%
AC
115
AIFG Consultants
New York
$742K -$752 -19 -0.1%
AF
116
Advisornet Financial
Minnesota
$741K
TFM
117
Trademark Financial Management
Minnesota
$731K +$30.6K +773 +5%
MML Investors Services
118
MML Investors Services
Massachusetts
$718K -$106K -2,680 -13%
ASN
119
Advisory Services Network
Georgia
$709K
AIP
120
Ameritas Investment Partners
Nebraska
$701K
PSCM
121
Per Stirling Capital Management
Texas
$690K +$9.78K +247 +2%
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$684K -$15.8K -398 -2%
JSW
123
Journey Strategic Wealth
New Jersey
$679K +$240K +6,063 +59%
HIF
124
Hill Island Financial
Michigan
$656K +$40 +1 +0%
US Bancorp
125
US Bancorp
Minnesota
$619K +$40.7K +1,028 +7%

NULV Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2024, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NULV positions and 9 closed out — a net gain of 8 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.97M. The largest seller was Bank of America, cutting an estimated $9.02M.

  • 240 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $1.52B of Nuveen ESG Large-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.97M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2024.