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Nuveen ESG Large-Cap Value ETF

180 hedge funds and large institutions have $1.15B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

4.97% more ownership

Funds ownership: 116.46%121.43% (+5%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$41.2M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 183180 (-3)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
89
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
126
First Business Financial Services
Wisconsin
$360K +$398K +11,652 New
SFG
127
Sage Financial Group
Pennsylvania
$358K +$4.79K +140 +1%
DADC
128
D.A. Davidson & Co
Montana
$350K -$76.8K -2,248 -17%
RZH
129
Relyea Zuckerberg Hanson
Connecticut
$344K +$37K +1,083 +11%
FPF
130
First Pacific Financial
Washington
$318K -$315K -9,222 -47%
PJSIMP
131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K +$31.6K +923 +10%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$314K +$52.3K +1,530 +18%
TC
133
Trust Company
Kansas
$311K -$2.91K -85 -0.8%
KAS
134
Kestra Advisory Services
Texas
$302K -$11.1K -326 -3%
WFAG
135
Wescott Financial Advisory Group
Pennsylvania
$298K +$12.6K +368 +4%
AA
136
Aire Advisors
California
$274K +$36.8K +1,076 +14%
Cerity Partners
137
Cerity Partners
New York
$255K
SPIA
138
Steward Partners Investment Advisory
New York
$252K +$50.2K +1,469 +22%
WWM
139
Western Wealth Management
Colorado
$249K -$120K -3,509 -30%
IPW
140
Intergy Private Wealth
Colorado
$249K
LNC
141
Lincoln National Corp
Pennsylvania
$248K +$274K +8,014 New
Wells Fargo
142
Wells Fargo
California
$236K +$261K +7,639 +763,900%
TWC
143
TD Waterhouse Canada
Ontario, Canada
$234K +$6.36K +186 +4%
CAL
144
Capital Analysts LLC
Pennsylvania
$227K +$109K +3,198 +77%
ACA
145
Atlas Capital Advisors
Wyoming
$222K +$7.69K +225 +3%
CA
146
CGN Advisors
Kansas
$222K +$10.8K +316 +5%
FHA
147
First Horizon Advisors
Tennessee
$211K -$301K -8,808 -56%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$201K -$6.84K -200 -3%
EWA
149
EverSource Wealth Advisors
Alabama
$193K
HI
150
Harbour Investments
Wisconsin
$190K

NULV Hedge Fund Activity: Q3 2022 in Review

180 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2022, worth a combined $1.15B — down 3.5% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NULV and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 89 added.

The largest buyer was Bank of America, adding an estimated $23M. The largest seller was Lido Advisors, cutting an estimated $4.82M.

  • 180 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2022, down from 183 in Q2 2022.
  • Funds reported $1.15B of Nuveen ESG Large-Cap Value ETF stock for Q3 2022, down 3.5% quarter-over-quarter.
  • 14 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2022 and 15 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2022 was Bank of America, an estimated $23M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2022 was Lido Advisors, an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2022.