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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
225
Holders Change
+7
Holders Change %
+3.21%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
97
Reduced
72
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$555M
2
FA
2
Forefront Analytics
Pennsylvania
$15.5M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$147M
4
CA
4
Cetera Advisors
Colorado
$5.24M
5
AAS
5
Ameritas Advisory Services
Nebraska
$10M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
CAM
3
Clarity Asset Management
Iowa
$5.48M
4
Lido Advisors
4
Lido Advisors
California
$7.19M
5
RCG
5
Regatta Capital Group
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
LSPW
126
Lake Street Private Wealth
Illinois
$581K 14,957 – –
US Bancorp
127
US Bancorp
Minnesota
$551K 14,168 -1,062 -7%
KLI
128
Kelman-Lazarov Inc
Tennessee
$543K 13,975 +201 +1%
Legacy Financial Group (Iowa)
129
Legacy Financial Group (Iowa)
Iowa
$494K 12,714 +12,714 New
DADC
130
D.A. Davidson & Co
Montana
$493K 12,678 -499 -4%
IFWM
131
Institute for Wealth Management
Colorado
$489K 12,585 -669 -5%
BMD
132
Better Money Decisions
New Mexico
$474K 12,187 +436 +4%
DI
133
DDFG Inc
California
$473K 12,173 -712 -6%
FBFS
134
First Business Financial Services
Wisconsin
$460K 11,846 +201 +2%
BSW
135
Buckingham Strategic Wealth
Missouri
$460K 11,843 +2,036 +21%
RFA
136
RTD Financial Advisors
Pennsylvania
$456K 11,746 -559 -5%
OA
137
Operose Advisors
Wisconsin
$455K 11,711 +2,686 +30%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$449K 11,546 +2,042 +21%
SAS
139
Sage Advisory Services
Texas
$447K 11,514 – –
PI
140
PFG Investments
New York
$446K 11,482 +11,482 New
CAL
141
Capital Analysts LLC
Pennsylvania
$445K 11,439 +2,456 +27%
CCM
142
Colorado Capital Management
Colorado
$443K 11,391 – –
Truist Financial
143
Truist Financial
North Carolina
$438K 11,277 -16,689 -60%
PFBT
144
Parkside Financial Bank & Trust
Missouri
$421K 10,828 – –
WT
145
Washington Trust
Rhode Island
$399K 10,260 – –
WFAG
146
Wescott Financial Advisory Group
Pennsylvania
$395K 10,168 -896 -8%
CTC
147
Central Trust Company
Missouri
$389K 10,006 +1,581 +19%
KAS
148
Kestra Advisory Services
Texas
$382K 9,821 +457 +5%
SPIA
149
Steward Partners Investment Advisory
New York
$381K 9,815 – –
AAS
150
Avantax Advisory Services
Texas
$377K 9,689 +465 +5%
4 5
6
7 8