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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

238 hedge funds and large institutions have $1.52B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
96
Reduced
80
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
2
Corient Private Wealth
Corient Private Wealth
Florida
$10.9M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$163M
4
Lido Advisors
Lido Advisors
California
$11.5M
5
BPA
Beacon Pointe Advisors
California
$9.98M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$584M
2
APP
Avantax Planning Partners
Iowa
$523K
3
FEG
Fund Evaluation Group
Ohio
$6.97M
4
GS
GTS Securities
New York
$0
5
UBS Group
UBS Group
Switzerland
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFAG
126
Wescott Financial Advisory Group
Pennsylvania
$618K -$12.3K -295 -2%
OBWG
127
Onyx Bridge Wealth Group
New York
$608K +$192K +4,597 +46%
DADC
128
D.A. Davidson & Co
Montana
$607K +$45.5K +1,090 +8%
LFA
129
Legacy Financial Advisors
Kentucky
$572K +$88.7K +2,127 +18%
MWM
130
Modera Wealth Management
New Jersey
$548K -$71.3K -1,709 -12%
EPP
131
ETF Portfolio Partners
Kansas
$534K +$534K +12,802 New
SWM
132
SeaCrest Wealth Management
New York
$525K – – –
APP
133
Avantax Planning Partners
Iowa
$523K -$3.38M -80,906 -87%
CAL
134
Capital Analysts LLC
Pennsylvania
$522K -$376 -9 -0.1%
LWP
135
Laurel Wealth Planning
Minnesota
$505K – – –
Truist Financial
136
Truist Financial
North Carolina
$495K +$2.8K +67 +0.6%
Legacy Financial Group (Iowa)
137
Legacy Financial Group (Iowa)
Iowa
$486K +$7.8K +187 +2%
DI
138
DDFG Inc
California
$482K +$2.3K +55 +0.5%
SPIA
139
Steward Partners Investment Advisory
New York
$466K +$45.2K +1,084 +11%
RFA
140
RTD Financial Advisors
Pennsylvania
$460K +$35.5K +850 +8%
PI
141
PFG Investments
New York
$455K +$5.72K +137 +1%
Cerity Partners
142
Cerity Partners
New York
$453K +$167K +3,996 +58%
IWC
143
Integrated Wealth Concepts
Massachusetts
$452K +$127K +3,055 +39%
CWS
144
Confluence Wealth Services
Pennsylvania
$441K +$24K +575 +6%
LA
145
LexAurum Advisors
Kansas
$441K +$200K +4,796 +83%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$434K -$79.4K -1,904 -15%
WT
147
Washington Trust
Rhode Island
$428K – – –
ML
148
McAdam LLC
Pennsylvania
$418K +$41.8K +1,003 +11%
MW
149
Maia Wealth
Colorado
$412K -$14.1K -339 -3%
CCM
150
Colorado Capital Management
Colorado
$410K -$65K -1,559 -14%
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