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Nuveen ESG Large-Cap Value ETF
NULV

234 hedge funds and large institutions have $1.37B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

3% more funds holding

Funds holding: 227 → 234 (+7)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.04% more ownership

Funds ownership: 86.54% → 86.57% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
86
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Forefront Analytics
Pennsylvania
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$4.65M
3
CNBT
Canandaigua National Bank & Trust
New York
+$2.19M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.16M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.05M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.68M
2
GAA
Global Assets Advisory
Florida
-$2.58M
3
3AM
3EDGE Asset Management
Florida
-$2.55M
4
Bank of America
Bank of America
North Carolina
-$2.27M
5
ASN
Advisory Services Network
Georgia
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
126
Modera Wealth Management
New Jersey
$561K -$16.3K -431 -3%
US Bancorp
127
US Bancorp
Minnesota
$522K -$13.4K -355 -3%
BMD
128
Better Money Decisions
New Mexico
$516K +$55K +1,455 +12%
DADC
129
D.A. Davidson & Co
Montana
$508K +$29.3K +776 +6%
SWM
130
SeaCrest Wealth Management
New York
$475K +$475K +12,574 New
CAL
131
Capital Analysts LLC
Pennsylvania
$473K +$40.6K +1,076 +9%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$465K +$28.5K +755 +7%
LWP
133
Laurel Wealth Planning
Minnesota
$457K +$141K +3,738 +45%
Truist Financial
134
Truist Financial
North Carolina
$446K +$19.3K +512 +5%
FBFS
135
First Business Financial Services
Wisconsin
$445K -$2.64K -70 -0.6%
LFA
136
Legacy Financial Advisors
Kentucky
$438K +$438K +11,589 New
DI
137
DDFG Inc
California
$434K -$25.8K -682 -6%
Legacy Financial Group (Iowa)
138
Legacy Financial Group (Iowa)
Iowa
$433K -$47.7K -1,263 -10%
CCM
139
Colorado Capital Management
Colorado
$430K – – –
PFBT
140
Parkside Financial Bank & Trust
Missouri
$409K – – –
PI
141
PFG Investments
New York
$407K -$26.5K -701 -6%
MW
142
Maia Wealth
Colorado
$399K +$387K +10,254 New
WT
143
Washington Trust
Rhode Island
$388K – – –
JSW
144
Journey Strategic Wealth
New Jersey
$386K +$386K +10,218 New
RFA
145
RTD Financial Advisors
Pennsylvania
$385K -$58.9K -1,559 -13%
EWA
146
Emergent Wealth Advisors
New York
$383K +$111K +2,947 +41%
SPIA
147
Steward Partners Investment Advisory
New York
$382K +$10.6K +281 +3%
CWS
148
Confluence Wealth Services
Pennsylvania
$378K +$26.2K +694 +7%
OBWG
149
Onyx Bridge Wealth Group
New York
$377K +$17.5K +463 +5%
CTC
150
Central Trust Company
Missouri
$376K -$2.53K -67 -0.7%
4 5
6
7 8

NULV Hedge Fund Activity: Q2 2024 in Review

234 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2024, worth a combined $1.37B — down 2.5% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULV positions and 16 closed out — a net gain of 9 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Forefront Analytics, adding an estimated $10.9M. The largest seller was UBS Group, cutting an estimated $2.68M.

  • 234 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2024, up from 227 in Q1 2024.
  • Funds reported $1.37B of Nuveen ESG Large-Cap Value ETF stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2024 and 16 closed out, a net change of +9 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2024 was Forefront Analytics, an estimated $10.9M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2024 was UBS Group, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2024.