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Nuveen ESG Large-Cap Value ETF
NULV

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

322% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 18

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $890M → $1.06B (+$174M)

17% more funds holding

Funds holding: 120 → 140 (+20)

7.72% more ownership

Funds ownership: 79.61% → 87.32% (+7.7%)

Holders
140
Holders Change
+20
Holders Change %
+16.67%
% of All Funds
2.15%
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

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$44M
2
Bank of America
Bank of America
North Carolina
+$29.2M
3
MD
Money Design
Japan
+$17.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.17M
5
LPL Financial
LPL Financial
California
+$6.8M

Top Sellers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$13.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.31M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.28M
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$1.16M
5
WFA
Wipfli Financial Advisors
Wisconsin
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$65.3K +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 +$36.7K +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 -$50K -1,283 -71%
SWM
138
Spire Wealth Management
Virginia
$3K +$3.04K +78 New
NWM
139
Navigation Wealth Management
Colorado
$2K – – –
MIM
140
Macroview Investment Management
Maryland
$1K +$234 +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
2 3 4 5
6

NULV Hedge Fund Activity: Q4 2021 in Review

140 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2021, worth a combined $1.06B — up 20% from $890M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 9 closed out — a net gain of 21 holders — while 76 added to existing stakes and 18 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $44M. The largest seller was Perella Weinberg Partners Capital Management, exiting entirely with an estimated $13.8M sold.

  • 140 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2021, up from 120 in Q3 2021.
  • Funds reported $1.06B of Nuveen ESG Large-Cap Value ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $44M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2021 was Perella Weinberg Partners Capital Management, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2021.