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Nuveen ESG Large-Cap Value ETF

254 hedge funds and large institutions have $1.46B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 249254 (+5)

1% more capital invested

Capital invested by funds: $1.45B → $1.46B (+$10.1M)

1.33% less ownership

Funds ownership: 88.94%87.61% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
80
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$824K -$26.6K -656 -3%
BMD
102
Better Money Decisions
New Mexico
$803K -$25.1K -618 -3%
FLPIM
103
F.L. Putnam Investment Management
Massachusetts
$794K -$1.72M -42,458 -68%
MML Investors Services
104
MML Investors Services
Massachusetts
$786K -$58.8K -1,451 -7%
DPI
105
Diversified Portfolios Inc
Michigan
$773K +$9.37K +231 +1%
BWP
106
BlueStem Wealth Partners
Minnesota
$771K +$47.9K +1,181 +7%
P
107
&Partners
Tennessee
$731K +$502K +12,383 +210%
PSCM
108
Per Stirling Capital Management
Texas
$729K -$53.7K -1,323 -7%
AIP
109
Ameritas Investment Partners
Nebraska
$728K +$43.9K +1,083 +6%
TWM
110
Tradition Wealth Management
Minnesota
$727K +$43.8K +1,079 +6%
KPWS
111
Kestra Private Wealth Services
Texas
$727K
IWC
112
Integrated Wealth Concepts
Massachusetts
$692K +$4.14K +102 +0.6%
SFG
113
Sage Financial Group
Pennsylvania
$691K -$6.97K -172 -1%
ASN
114
Advisory Services Network
Georgia
$689K -$53.4K -1,317 -7%
WFAG
115
Wescott Financial Advisory Group
Pennsylvania
$678K -$2.15K -53 -0.3%
ML
116
McAdam LLC
Pennsylvania
$658K +$90.2K +2,224 +16%
HIF
117
Hill Island Financial
Michigan
$650K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$641K +$199K +4,913 +45%
OBWG
119
Onyx Bridge Wealth Group
New York
$637K -$134K -3,314 -17%
AAS
120
Avantax Advisory Services
Texas
$632K -$14.7K -363 -2%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$615K -$63.9K -1,576 -9%
AF
122
Abound Financial
California
$609K -$147K -3,616 -19%
SAS
123
Sage Advisory Services
Texas
$605K
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$587K +$16.5K +406 +3%
JBA
125
Johnson Bixby & Associates
Washington
$572K -$430K -10,602 -43%

NULV Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2025, worth a combined $1.46B — up 0.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NULV positions and 17 closed out — a net gain of 7 holders — while 80 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.07M. The largest seller was Money Design, cutting an estimated $13M.

  • 254 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2025, up from 249 in Q4 2024.
  • Funds reported $1.46B of Nuveen ESG Large-Cap Value ETF stock for Q1 2025, up 0.7% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2025 and 17 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2025 was LPL Financial, an estimated $9.07M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2025 was Money Design, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.