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Nuveen ESG Large-Cap Value ETF

249 hedge funds and large institutions have $1.45B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

60% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 70

4% more funds holding

Funds holding: 240249 (+9)

1.97% more ownership

Funds ownership: 86.97%88.94% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.52B → $1.45B (-$73.8M)

Holders
249
Holders Change
+9
Holders Change %
+3.75%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
112
Reduced
70
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$827K +$39.8K +958 +5%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$824K +$66.9K +1,612 +8%
MML Investors Services
103
MML Investors Services
Massachusetts
$821K +$152K +3,660 +21%
SEIA
104
Signature Estate & Investment Advisors
California
$811K +$33.3K +802 +4%
BMD
105
Better Money Decisions
New Mexico
$805K +$40.5K +976 +5%
HB
106
HTLF Bank
Colorado
$788K
PSCM
107
Per Stirling Capital Management
Texas
$761K +$115K +2,780 +17%
OBWG
108
Onyx Bridge Wealth Group
New York
$750K +$186K +4,487 +31%
DPI
109
Diversified Portfolios Inc
Michigan
$743K +$13.3K +320 +2%
AF
110
Abound Financial
California
$734K +$774K +18,647 New
ASN
111
Advisory Services Network
Georgia
$722K -$17.7K -427 -2%
FWP
112
Falcon Wealth Planning
California
$713K -$59.2K -1,426 -7%
KPWS
113
Kestra Private Wealth Services
Texas
$706K +$291 +7 +0%
BWP
114
BlueStem Wealth Partners
Minnesota
$703K +$742K +17,861 New
SFG
115
Sage Financial Group
Pennsylvania
$679K -$36.2K -871 -5%
IWC
116
Integrated Wealth Concepts
Massachusetts
$669K +$256K +6,160 +57%
AIP
117
Ameritas Investment Partners
Nebraska
$665K +$4.44K +107 +0.6%
TWM
118
Tradition Wealth Management
Minnesota
$664K -$100K -2,415 -13%
WFAG
119
Wescott Financial Advisory Group
Pennsylvania
$661K +$82.3K +1,982 +13%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$660K +$265K +6,372 +61%
CWP
121
Concord Wealth Partners
Virginia
$655K -$199K -4,795 -22%
OCM
122
One Capital Management
California
$650K -$122K -2,934 -15%
HIF
123
Hill Island Financial
Michigan
$632K +$13.7K +330 +2%
AAS
124
Avantax Advisory Services
Texas
$629K +$276K +6,655 +71%
RF
125
Rossby Financial
Florida
$607K +$640K +15,415 New

NULV Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2024, worth a combined $1.45B — down 4.9% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 17 closed out — a net gain of 13 holders — while 112 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19.8M. The largest seller was Bank of America, cutting an estimated $17.7M.

  • 249 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2024, up from 240 in Q3 2024.
  • Funds reported $1.45B of Nuveen ESG Large-Cap Value ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2024 and 17 closed out, a net change of +13 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $19.8M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2024 was Bank of America, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.