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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

218 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 32 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$65.8M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$19.6M
3
RWP
RWA Wealth Partners
Massachusetts
$5.46M
4
BCAM
Boston Common Asset Management
Massachusetts
$2.45M
5
3AM
3EDGE Asset Management
Florida
$2.38M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$55.7M
2
Bank of America
Bank of America
North Carolina
$495M
3
LWP
Laurel Wealth Planning
Minnesota
$300K
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
126
Institute for Wealth Management
Colorado
$476K -$144K -4,012 -23%
DADC
127
D.A. Davidson & Co
Montana
$473K -$104K -2,887 -18%
DI
128
DDFG Inc
California
$463K +$11.2K +312 +2%
SEIA
129
Signature Estate & Investment Advisors
California
$461K -$91.5K -2,547 -17%
HB
130
HTLF Bank
Colorado
$455K +$455K +12,684 New
RFA
131
RTD Financial Advisors
Pennsylvania
$442K +$4.27K +119 +1%
BMD
132
Better Money Decisions
New Mexico
$422K +$422K +11,751 New
FBFS
133
First Business Financial Services
Wisconsin
$418K -$826 -23 -0.2%
SAS
134
Sage Advisory Services
Texas
$413K +$7.1K +198 +2%
CCM
135
Colorado Capital Management
Colorado
$409K – – –
WFAG
136
Wescott Financial Advisory Group
Pennsylvania
$397K +$22.8K +636 +6%
NYLIM
137
New York Life Investment Management
New York
$394K – – –
RW
138
Rede Wealth
Virginia
$393K -$125K -3,476 -24%
PFBT
139
Parkside Financial Bank & Trust
Missouri
$389K – – –
TC
140
Trust Company
Kansas
$381K +$33.1K +922 +10%
MW
141
Maia Wealth
Colorado
$374K +$374K +10,403 New
WT
142
Washington Trust
Rhode Island
$368K – – –
PSCM
143
Per Stirling Capital Management
Texas
$362K +$28.5K +793 +9%
FPF
144
First Pacific Financial
Washington
$353K +$13.6K +380 +4%
SPIA
145
Steward Partners Investment Advisory
New York
$352K +$3.48K +97 +1%
BSW
146
Buckingham Strategic Wealth
Missouri
$352K +$352K +9,807 New
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$341K -$1.11M -31,034 -77%
KAS
148
Kestra Advisory Services
Texas
$336K +$54.3K +1,512 +19%
AAS
149
Avantax Advisory Services
Texas
$331K -$55.6K -1,547 -14%
OA
150
Operose Advisors
Wisconsin
$324K +$167K +4,637 +106%
4 5
6
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