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Nuveen ESG Large-Cap Value ETF

240 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, 81 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

3% more funds holding

Funds holding: 234240 (+6)

0.4% more ownership

Funds ownership: 86.57%86.97% (+0.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.45%
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
81
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
126
Wescott Financial Advisory Group
Pennsylvania
$618K -$11.7K -295 -2%
OBWG
127
Onyx Bridge Wealth Group
New York
$608K +$182K +4,597 +46%
DADC
128
D.A. Davidson & Co
Montana
$607K +$43.2K +1,090 +8%
LFA
129
Legacy Financial Advisors
Kentucky
$572K +$84.2K +2,127 +18%
MWM
130
Modera Wealth Management
New Jersey
$548K -$67.7K -1,709 -12%
EPP
131
ETF Portfolio Partners
Kansas
$534K +$507K +12,802 New
SWM
132
SeaCrest Wealth Management
New York
$525K
APP
133
Avantax Planning Partners
Iowa
$523K -$3.2M -80,906 -87%
CAL
134
Capital Analysts LLC
Pennsylvania
$522K -$356 -9 -0.1%
LWP
135
Laurel Wealth Planning
Minnesota
$505K
Truist Financial
136
Truist Financial
North Carolina
$495K +$2.65K +67 +0.6%
Legacy Financial Group (Iowa)
137
Legacy Financial Group (Iowa)
Iowa
$486K +$7.41K +187 +2%
DI
138
DDFG Inc
California
$482K +$2.18K +55 +0.5%
SPIA
139
Steward Partners Investment Advisory
New York
$466K +$42.9K +1,084 +11%
RFA
140
RTD Financial Advisors
Pennsylvania
$460K +$33.7K +850 +8%
PI
141
PFG Investments
New York
$455K +$5.42K +137 +1%
Cerity Partners
142
Cerity Partners
New York
$453K +$158K +3,996 +58%
IWC
143
Integrated Wealth Concepts
Massachusetts
$452K +$121K +3,055 +39%
CWS
144
Confluence Wealth Services
Pennsylvania
$441K +$22.8K +575 +6%
LA
145
LexAurum Advisors
Kansas
$441K +$190K +4,796 +83%
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
$434K -$75.4K -1,904 -15%
WT
147
Washington Trust
Rhode Island
$428K
EWA
148
Emergent Wealth Advisors
New York
$423K
ML
149
McAdam LLC
Pennsylvania
$418K +$39.7K +1,003 +11%
MW
150
Maia Wealth
Colorado
$412K -$13.4K -339 -3%

NULV Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2024, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NULV positions and 9 closed out — a net gain of 8 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.97M. The largest seller was Bank of America, cutting an estimated $9.02M.

  • 240 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $1.52B of Nuveen ESG Large-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.97M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2024.