We are live on ! Find out more
NULV icon

Nuveen ESG Large-Cap Value ETF
NULV

193 hedge funds and large institutions have $1.23B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 59

8% more capital invested

Capital invested by funds: $1.15B → $1.23B (+$87.9M)

7% more funds holding

Funds holding: 180 → 193 (+13)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

41.37% less ownership

Funds ownership: 121.43% → 80.06% (-41%)

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
88
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$15.6M
2
LPL Financial
LPL Financial
California
+$4.53M
3
NA
NewEdge Advisors
Louisiana
+$4.29M
4
RCG
Regatta Capital Group
California
+$3.71M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.27M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$44.5M
2
Bank of America
Bank of America
North Carolina
-$26.3M
3
FA
Forefront Analytics
Pennsylvania
-$5.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.31M
5
Jane Street
Jane Street
New York
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
126
First Business Financial Services
Wisconsin
$411K +$11.6K +339 +3%
FPF
127
First Pacific Financial
Washington
$394K +$41K +1,202 +12%
DADC
128
D.A. Davidson & Co
Montana
$389K – – –
CTC
129
Central Trust Company
Missouri
$374K -$50.4K -1,476 -12%
DI
130
DDFG Inc
California
$370K +$369K +10,803 New
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$368K -$64.7K -1,896 -15%
TC
132
Trust Company
Kansas
$345K +$376 +11 +0.1%
CAL
133
Capital Analysts LLC
Pennsylvania
$344K +$91.5K +2,680 +36%
KAS
134
Kestra Advisory Services
Texas
$340K +$5.5K +161 +2%
PJSIMP
135
P.J. Schmidt Investment Management (PJS)
Wisconsin
$340K +$4.51K +132 +1%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$338K -$79.7K -2,333 -19%
AA
137
Aire Advisors
California
$308K +$3.96K +116 +1%
CW
138
CIC Wealth
Maryland
$307K +$306K +8,955 New
SPIA
139
Steward Partners Investment Advisory
New York
$279K -$478 -14 -0.2%
WFAG
140
Wescott Financial Advisory Group
Pennsylvania
$276K -$54.4K -1,594 -17%
FWP
141
Falcon Wealth Planning
California
$265K +$265K +7,753 New
IPW
142
Intergy Private Wealth
Colorado
$260K -$16.5K -484 -6%
TWC
143
TD Waterhouse Canada
Ontario, Canada
$260K +$4.27K +125 +2%
Wells Fargo
144
Wells Fargo
California
$254K -$7.31K -214 -3%
TRCT
145
Tower Research Capital (TRC)
New York
$251K -$1.14M -33,358 -82%
CA
146
CGN Advisors
Kansas
$247K +$956 +28 +0.4%
ACA
147
Atlas Capital Advisors
Wyoming
$240K -$6.62K -194 -3%
OFS
148
OneAscent Financial Services
Alabama
$224K +$223K +6,543 New
AWS
149
Atria Wealth Solutions
New York
$221K +$220K +6,456 New
FAIM
150
Financial Advocates Investment Management
Washington
$221K +$220K +6,452 New
4 5
6
7 8

NULV Hedge Fund Activity: Q4 2022 in Review

193 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2022, worth a combined $1.23B — up 7.7% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NULV positions and 15 closed out — a net gain of 18 holders — while 88 added to existing stakes and 59 trimmed.

The largest buyer was TIAA FSB, adding an estimated $15.6M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $44.5M.

  • 193 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2022, up from 180 in Q3 2022.
  • Funds reported $1.23B of Nuveen ESG Large-Cap Value ETF stock for Q4 2022, up 7.7% quarter-over-quarter.
  • 33 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2022 and 15 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2022 was TIAA FSB, an estimated $15.6M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2022 was Perella Weinberg Partners Capital Management, an estimated $44.5M sold.

Based on aggregated 13F filings for Q4 2022.