We are live on ! Find out more
NULV icon

Nuveen ESG Large-Cap Value ETF

220 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more funds holding

Funds holding: 203220 (+17)

7% more capital invested

Capital invested by funds: $1.21B → $1.3B (+$87.4M)

4.12% more ownership

Funds ownership: 83.52%87.64% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

26% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 92

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
68
Reduced
92
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
126
Institute for Wealth Management
Colorado
$476K -$137K -4,012 -23%
DADC
127
D.A. Davidson & Co
Montana
$473K -$98.6K -2,887 -18%
DI
128
DDFG Inc
California
$463K +$10.7K +312 +2%
SEIA
129
Signature Estate & Investment Advisors
California
$461K -$87K -2,547 -17%
HB
130
HTLF Bank
Colorado
$455K +$433K +12,684 New
RFA
131
RTD Financial Advisors
Pennsylvania
$442K +$4.07K +119 +1%
BMD
132
Better Money Decisions
New Mexico
$422K +$401K +11,751 New
FBFS
133
First Business Financial Services
Wisconsin
$418K -$786 -23 -0.2%
SAS
134
Sage Advisory Services
Texas
$413K +$6.76K +198 +2%
CCM
135
Colorado Capital Management
Colorado
$409K
WFAG
136
Wescott Financial Advisory Group
Pennsylvania
$397K +$21.7K +636 +6%
NYLIM
137
New York Life Investment Management
New York
$394K
RW
138
Rede Wealth
Virginia
$393K -$119K -3,476 -24%
PFBT
139
Parkside Financial Bank & Trust
Missouri
$389K
TC
140
Trust Company
Kansas
$381K +$31.5K +922 +10%
MW
141
Maia Wealth
Colorado
$374K +$355K +10,403 New
WT
142
Washington Trust
Rhode Island
$368K
PSCM
143
Per Stirling Capital Management
Texas
$362K +$27.1K +793 +9%
FPF
144
First Pacific Financial
Washington
$353K +$13K +380 +4%
SPIA
145
Steward Partners Investment Advisory
New York
$352K +$3.31K +97 +1%
BSW
146
Buckingham Strategic Wealth
Missouri
$352K +$335K +9,807 New
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$341K -$1.06M -31,034 -77%
EWA
148
Emergent Wealth Advisors
New York
$338K +$321K +9,401 New
KAS
149
Kestra Advisory Services
Texas
$336K +$51.7K +1,512 +19%
AAS
150
Avantax Advisory Services
Texas
$331K -$52.9K -1,547 -14%