We are live on ! Find out more
NULV icon

Nuveen ESG Large-Cap Value ETF

183 hedge funds and large institutions have $1.19B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

197% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 33

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

14.4% more ownership

Funds ownership: 102.06%116.46% (+14%)

14% more funds holding

Funds holding: 161183 (+22)

0% more capital invested

Capital invested by funds: $1.18B → $1.19B (+$2.54M)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
32
Increased
98
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$337K +$81.8K +2,280 +29%
RZH
127
Relyea Zuckerberg Hanson
Connecticut
$336K +$137K +3,806 +61%
EWA
128
EP Wealth Advisors
California
$325K +$349K +9,725 New
CWM
129
Chicago Wealth Management
Illinois
$319K +$343K +9,552 New
PJSIMP
130
P.J. Schmidt Investment Management (PJS)
Wisconsin
$315K +$319K +8,878 New
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$311K +$334K +9,315 New
WFAG
132
Wescott Financial Advisory Group
Pennsylvania
$310K +$64.2K +1,790 +24%
PP
133
PrairieView Partners
Minnesota
$292K +$85.9K +2,393 +38%
BAM
134
Baldrige Asset Management
Pennsylvania
$289K -$152K -4,242 -33%
Bank of New York Mellon
135
Bank of New York Mellon
New York
$288K +$310K +8,643 New
Cerity Partners
136
Cerity Partners
New York
$276K +$297K +8,272 New
AssetMark Inc
137
AssetMark Inc
California
$273K +$294K +8,178 New
IPW
138
Intergy Private Wealth
Colorado
$270K +$290K +8,078 New
AA
139
Aire Advisors
California
$259K +$280K +7,790 New
Susquehanna International Group
140
Susquehanna International Group
Pennsylvania
$251K +$270K +7,531 New
ACA
141
Atlas Capital Advisors
Wyoming
$233K -$28.9K -805 -10%
CA
142
CGN Advisors
Kansas
$230K +$50.3K +1,401 +26%
TWC
143
TD Waterhouse Canada
Ontario, Canada
$226K +$2.48K +69 +1%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$224K -$244K -6,795 -50%
SPIA
145
Steward Partners Investment Advisory
New York
$224K +$18.5K +515 +8%
PFGIA
146
Patriot Financial Group Insurance Agency
Massachusetts
$210K
EWA
147
EverSource Wealth Advisors
Alabama
$209K -$6.86K -191 -3%
NL
148
NWAM LLC
Washington
$206K -$48.2K -1,344 -18%
PAM
149
Peak Asset Management
Colorado
$203K +$12.9K +360 +6%
HI
150
Harbour Investments
Wisconsin
$190K +$205K +5,707 New

NULV Hedge Fund Activity: Q2 2022 in Review

183 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2022, worth a combined $1.19B — up 0.21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NULV positions and 10 closed out — a net gain of 22 holders — while 98 added to existing stakes and 33 trimmed.

The largest buyer was Forefront Analytics, opening a new position worth an estimated $30.9M. The largest seller was Bank of America, cutting an estimated $6.65M.

  • 183 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2022, up from 161 in Q1 2022.
  • Funds reported $1.19B of Nuveen ESG Large-Cap Value ETF stock for Q2 2022, up 0.21% quarter-over-quarter.
  • 32 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2022 and 10 closed out, a net change of +22 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2022 was Forefront Analytics, an estimated $30.9M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2022 was Bank of America, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2022.