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Nuveen ESG Large-Cap Value ETF

203 hedge funds and large institutions have $1.21B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 67

0% more funds holding

Funds holding: 202203 (+1)

0.11% less ownership

Funds ownership: 83.63%83.52% (-0.11%)

7% less capital invested

Capital invested by funds: $1.3B → $1.21B (-$87.1M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
85
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
126
Legacy Financial Group (Iowa)
Iowa
$438K +$26.6K +761 +6%
DI
127
DDFG Inc
California
$422K +$52.6K +1,504 +14%
WWA
128
WCG Wealth Advisors
Nevada
$415K +$432K +12,365 New
RFA
129
RTD Financial Advisors
Pennsylvania
$409K -$7.72K -221 -2%
FBFS
130
First Business Financial Services
Wisconsin
$392K +$20.2K +577 +5%
CCM
131
Colorado Capital Management
Colorado
$383K
SAS
132
Sage Advisory Services
Texas
$380K +$6.47K +185 +2%
NYLIM
133
New York Life Investment Management
New York
$368K -$66.6K -1,906 -15%
CTC
134
Central Trust Company
Missouri
$366K +$10.9K +313 +3%
PI
135
PFG Investments
New York
$364K +$45.9K +1,312 +14%
PFBT
136
Parkside Financial Bank & Trust
Missouri
$364K -$54.4K -1,555 -13%
AAS
137
Avantax Advisory Services
Texas
$362K
Creative Planning
138
Creative Planning
Kansas
$356K +$370K +10,585 New
WFAG
139
Wescott Financial Advisory Group
Pennsylvania
$350K +$58.8K +1,683 +19%
WT
140
Washington Trust
Rhode Island
$345K
HI
141
Harbour Investments
Wisconsin
$343K +$69.2K +1,981 +24%
SPIA
142
Steward Partners Investment Advisory
New York
$326K +$43.6K +1,248 +15%
TC
143
Trust Company
Kansas
$325K -$8.25K -236 -2%
FPF
144
First Pacific Financial
Washington
$317K
PSCM
145
Per Stirling Capital Management
Texas
$312K +$23.9K +685 +8%
MDCM
146
Morgan Dempsey Capital Management
Wisconsin
$301K -$170K -4,855 -35%
CW
147
CIC Wealth
Maryland
$301K
CAL
148
Capital Analysts LLC
Pennsylvania
$294K -$4.82K -138 -2%
DBT
149
Dubuque Bank & Trust
Iowa
$287K +$298K +8,531 New
FA
150
Fountainhead AM
New Jersey
$281K +$34.1K +976 +13%