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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

197 hedge funds and large institutions have $1.28B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 97 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
97
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$459M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$89.9M
3
OBWP
O'Brien Wealth Partners
Massachusetts
$6.1M
4
MD
Money Design
Japan
$16.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$36.1M

Top Sellers

1
FA
Forefront Analytics
Pennsylvania
$6.37M
2
UBS Group
UBS Group
Switzerland
$31.9M
3
IA
IFP Advisors
Florida
$0
4
DC
DeDora Capital
California
$233K
5
EWA
EP Wealth Advisors
California
$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
Legacy Financial Group (Iowa)
126
Legacy Financial Group (Iowa)
Iowa
$424K +$10.9K +319 +3%
FPF
127
First Pacific Financial
Washington
$389K -$3.1K -91 -0.8%
PJSIMP
128
P.J. Schmidt Investment Management (PJS)
Wisconsin
$384K +$45.9K +1,349 +14%
FBFS
129
First Business Financial Services
Wisconsin
$378K -$30.2K -885 -7%
DI
130
DDFG Inc
California
$377K +$9.06K +266 +2%
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$372K +$5.96K +175 +2%
SAS
132
Sage Advisory Services
Texas
$369K +$369K +10,838 New
PSCM
133
Per Stirling Capital Management
Texas
$343K -$2.25M -66,041 -87%
KAS
134
Kestra Advisory Services
Texas
$333K -$5.42K -159 -2%
TC
135
Trust Company
Kansas
$329K -$13.6K -400 -4%
FWP
136
Falcon Wealth Planning
California
$322K +$58.2K +1,709 +22%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$320K +$177K +5,185 +123%
CAL
138
Capital Analysts LLC
Pennsylvania
$308K -$34.4K -1,009 -10%
CW
139
CIC Wealth
Maryland
$305K – – –
CTC
140
Central Trust Company
Missouri
$305K -$67.5K -1,982 -18%
Wells Fargo
141
Wells Fargo
California
$304K +$51.1K +1,499 +20%
RZH
142
Relyea Zuckerberg Hanson
Connecticut
$296K +$296K +8,681 New
UBS AM
143
UBS AM
Illinois
$286K +$286K +8,394 New
WFAG
144
Wescott Financial Advisory Group
Pennsylvania
$277K +$2.9K +85 +1%
CAG
145
Curtis Advisory Group
California
$275K +$275K +8,081 New
Jane Street
146
Jane Street
New York
$272K +$272K +7,972 New
Goldman Sachs
147
Goldman Sachs
New York
$269K +$269K +7,895 New
SPIA
148
Steward Partners Investment Advisory
New York
$268K -$9.71K -285 -3%
WAP
149
Wealthcare Advisory Partners
Pennsylvania
$258K +$258K +7,587 New
IPW
150
Intergy Private Wealth
Colorado
$258K -$681 -20 -0.3%
4 5
6
7 8