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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

232 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, 84 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
84
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Forefront Analytics
Pennsylvania
$26M
2
Morgan Stanley
Morgan Stanley
New York
$42.4M
3
CNBT
Canandaigua National Bank & Trust
New York
$2.19M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$12.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$26.3M
2
GAA
Global Assets Advisory
Florida
$0
3
3AM
3EDGE Asset Management
Florida
$1.2M
4
Bank of America
Bank of America
North Carolina
$537M
5
ASN
Advisory Services Network
Georgia
$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$40.7K +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 -$2.65K -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 +$399K +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%
SPIA
146
Steward Partners Investment Advisory
New York
$382K +$10.6K +281 +3%
CWS
147
Confluence Wealth Services
Pennsylvania
$378K +$26.2K +694 +7%
OBWG
148
Onyx Bridge Wealth Group
New York
$377K +$17.5K +463 +5%
CTC
149
Central Trust Company
Missouri
$376K -$2.53K -67 -0.7%
SAS
150
Sage Advisory Services
Texas
$373K -$62.2K -1,645 -14%
4 5
6
7 8