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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

247 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, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.29%
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
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$78.7M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$40.4M
4
FEG
4
Fund Evaluation Group
Ohio
$8.53M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$17.8M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$534M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$4.97M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$35.5M
4
SA
4
Stewardship Advisors
Pennsylvania
$901K
5
AAS
5
Ameritas Advisory Services
Nebraska
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
101
Harbour Investments
Wisconsin
$827K +$37.7K +958 +5%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$824K +$63.5K +1,612 +8%
MML Investors Services
103
MML Investors Services
Massachusetts
$821K +$144K +3,660 +21%
SEIA
104
Signature Estate & Investment Advisors
California
$811K +$31.6K +802 +4%
BMD
105
Better Money Decisions
New Mexico
$805K +$38.4K +976 +5%
HB
106
HTLF Bank
Colorado
$788K – – –
PSCM
107
Per Stirling Capital Management
Texas
$761K +$109K +2,780 +17%
OBWG
108
Onyx Bridge Wealth Group
New York
$750K +$177K +4,487 +31%
DPI
109
Diversified Portfolios Inc
Michigan
$743K +$12.6K +320 +2%
AF
110
Abound Financial
California
$734K +$734K +18,647 New
ASN
111
Advisory Services Network
Georgia
$722K -$16.8K -427 -2%
FWP
112
Falcon Wealth Planning
California
$713K -$56.1K -1,426 -7%
KPWS
113
Kestra Private Wealth Services
Texas
$706K +$276 +7 +0%
BWP
114
BlueStem Wealth Partners
Minnesota
$703K +$703K +17,861 New
SFG
115
Sage Financial Group
Pennsylvania
$679K -$34.3K -871 -5%
IWC
116
Integrated Wealth Concepts
Massachusetts
$669K +$243K +6,160 +57%
AIP
117
Ameritas Investment Partners
Nebraska
$665K +$4.21K +107 +0.6%
TWM
118
Tradition Wealth Management
Minnesota
$664K -$95.1K -2,415 -13%
WFAG
119
Wescott Financial Advisory Group
Pennsylvania
$661K +$78K +1,982 +13%
Wealth Enhancement Advisory Services
120
Wealth Enhancement Advisory Services
Minnesota
$660K +$251K +6,372 +61%
CWP
121
Concord Wealth Partners
Virginia
$655K -$189K -4,795 -22%
OCM
122
One Capital Management
California
$650K -$116K -2,934 -15%
HIF
123
Hill Island Financial
Michigan
$632K +$13K +330 +2%
AAS
124
Avantax Advisory Services
Texas
$629K +$262K +6,655 +71%
RF
125
Rossby Financial
Florida
$607K +$607K +15,415 New
3 4
5
6 7