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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

140 hedge funds and large institutions have $1.06B invested in Nuveen ESG Large-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+20
Holders Change %
+16.67%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
30
Increased
76
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$43.8M
2
Bank of America
Bank of America
North Carolina
$469M
3
MD
Money Design
Japan
$17.2M
4
Morgan Stanley
Morgan Stanley
New York
$46.3M
5
LPL Financial
LPL Financial
California
$15.3M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$27.4M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$0
3
HighTower Advisors
HighTower Advisors
Illinois
$10.8M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$24.3M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
126
Reilly Financial Advisors
California
$93K – – –
Wells Fargo
127
Wells Fargo
California
$90K – – –
KFI
128
Key Financial Inc
Pennsylvania
$73K – – –
CWS
129
Confluence Wealth Services
Pennsylvania
$65K +$65K +1,674 New
AIC
130
Archer Investment Corporation
Indiana
$60.4K – – –
ME
131
McIlrath & Eck
Washington
$46K – – –
TFS
132
TrustCore Financial Services
Tennessee
$42K – – –
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$37K +$37K +940 New
TIM
134
Tortoise Investment Management
New York
$26K – – –
GWM
135
Geneos Wealth Management
Colorado
$25K – – –
MIFH
136
Migdal Insurance & Financial Holdings
Israel
$22K – – –
Citigroup
137
Citigroup
New York
$21K -$50.5K -1,283 -71%
SWM
138
Spire Wealth Management
Virginia
$3K +$3K +78 New
NWM
139
Navigation Wealth Management
Colorado
$2K – – –
MIM
140
Macroview Investment Management
Maryland
$1K +$400 +6 +67%
WIM
141
Westside Investment Management
California
$19 – – –
PWPCM
142
Perella Weinberg Partners Capital Management
New York
– -$13.8M -367,767 Closed
WCFA
143
Walkner Condon Financial Advisors
Wisconsin
– -$1.16M -30,899 Closed
WFA
144
Wipfli Financial Advisors
Wisconsin
– -$507K -13,534 Closed
BOS
145
Bingham Osborn & Scarborough
California
– -$415K -11,059 Closed
FA
146
Flagstar Advisors
New York
– -$108K -2,887 Closed
PWM
147
Prentice Wealth Management
New York
– -$104K -2,783 Closed
GRP
148
Global Retirement Partners
California
– -$51K -1,363 Closed
HA
149
Herold Advisors
New York
– -$22K -600 Closed
BMD
150
Better Money Decisions
New Mexico
– -$8K -207 Closed
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