NULV icon

Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

202 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
80
Reduced
68
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$474M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$23.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$4.39M
4
Goldman Sachs
Goldman Sachs
New York
$2.47M
5
RCG
Regatta Capital Group
California
$7.65M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.7M
3
AAS
Ameritas Advisory Services
Nebraska
$0
4
SHGA
Sand Hill Global Advisors
California
$0
5
FA
Forefront Analytics
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
126
Parkside Financial Bank & Trust
Missouri
$429K +$429K +12,383 New
Legacy Financial Group (Iowa)
127
Legacy Financial Group (Iowa)
Iowa
$426K -$5.41K -156 -1%
RSWM
128
Robertson Stephens Wealth Management
California
$405K -$138K -3,985 -25%
CCM
129
Colorado Capital Management
Colorado
$394K -$149K -4,319 -27%
SAS
130
Sage Advisory Services
Texas
$386K +$10.2K +293 +3%
FBFS
131
First Business Financial Services
Wisconsin
$384K -$520 -15 -0.1%
DI
132
DDFG Inc
California
$384K – – –
AAS
133
Avantax Advisory Services
Texas
$373K -$214K -6,179 -36%
CTC
134
Central Trust Company
Missouri
$367K +$56.9K +1,641 +18%
WT
135
Washington Trust
Rhode Island
$356K +$356K +10,260 New
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$344K -$34.3K -989 -9%
TC
137
Trust Company
Kansas
$344K +$8.73K +252 +3%
KAS
138
Kestra Advisory Services
Texas
$332K -$6.97K -201 -2%
PI
139
PFG Investments
New York
$331K +$331K +9,538 New
FPF
140
First Pacific Financial
Washington
$327K -$68.4K -1,974 -17%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$326K +$159K +4,595 +96%
CW
142
CIC Wealth
Maryland
$310K – – –
CAL
143
Capital Analysts LLC
Pennsylvania
$308K -$4.6K -133 -1%
WFAG
144
Wescott Financial Advisory Group
Pennsylvania
$303K +$21K +606 +7%
PSCM
145
Per Stirling Capital Management
Texas
$298K -$50.9K -1,469 -15%
SPIA
146
Steward Partners Investment Advisory
New York
$293K +$20.7K +598 +8%
UBS AM
147
UBS AM
Illinois
$286K – – –
HI
148
Harbour Investments
Wisconsin
$285K +$50.9K +1,468 +22%
PWM
149
Penobscot Wealth Management
Maine
$273K +$273K +7,884 New
IWC
150
Integrated Wealth Concepts
Massachusetts
$270K +$7.17K +207 +3%
4 5
6
7 8