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Nuveen ESG Large-Cap Value ETF

256 hedge funds and large institutions have $1.56B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

1% more funds holding

Funds holding: 253256 (+3)

4% more capital invested

Capital invested by funds: $1.5B → $1.56B (+$66.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.33% less ownership

Funds ownership: 86.5%85.17% (-1.3%)

Holders
256
Holders Change
+3
Holders Change %
+1.19%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
94
Reduced
80
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
101
First Business Financial Services
Wisconsin
$920K -$10.5K -246 -1%
BWP
102
BlueStem Wealth Partners
Minnesota
$913K -$95.4K -2,235 -10%
LWP
103
Laurel Wealth Planning
Minnesota
$912K -$155K -3,637 -15%
MWM
104
Modern Wealth Management
Kansas
$895K
DPI
105
Diversified Portfolios Inc
Michigan
$853K
SEIA
106
Signature Estate & Investment Advisors
California
$833K +$299 +7 +0%
NP
107
NorthRock Partners
Minnesota
$828K -$20.2K -473 -2%
AWM
108
Axxcess Wealth Management
California
$805K +$784K +18,374 New
AIP
109
Ameritas Investment Partners
Nebraska
$795K +$8.32K +195 +1%
KPWS
110
Kestra Private Wealth Services
Texas
$786K
ML
111
McAdam LLC
Pennsylvania
$760K +$5.84K +137 +0.8%
TWM
112
Tradition Wealth Management
Minnesota
$759K -$17.8K -418 -2%
SFG
113
Sage Financial Group
Pennsylvania
$748K
MML Investors Services
114
MML Investors Services
Massachusetts
$743K -$111K -2,601 -13%
ASN
115
Advisory Services Network
Georgia
$735K
FFN
116
Focus Financial Network
Minnesota
$728K -$213K -4,987 -23%
AF
117
Abound Financial
California
$695K -$2.65K -62 -0.4%
FLPIM
118
F.L. Putnam Investment Management
Massachusetts
$685K -$36.6K -859 -5%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$674K +$31.6K +740 +5%
CAL
120
Capital Analysts LLC
Pennsylvania
$654K +$2.05K +48 +0.3%
SAS
121
Sage Advisory Services
Texas
$646K
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$631K -$6.23K -146 -1%
LFA
123
Legacy Financial Advisors
Kentucky
$623K
Truist Financial
124
Truist Financial
North Carolina
$618K +$14.5K +341 +2%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$613K -$44.7K -1,048 -7%