NULV icon

Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

247 hedge funds and large institutions have $1.45B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
112
Reduced
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.4M
4
FEG
Fund Evaluation Group
Ohio
$8.53M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$534M
2
Corient Private Wealth
Corient Private Wealth
Florida
$4.97M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$35.5M
4
SA
Stewardship Advisors
Pennsylvania
$901K
5
AAS
Ameritas Advisory Services
Nebraska
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAS
126
Sage Advisory Services
Texas
$588K +$200K +5,074 +51%
US Bancorp
127
US Bancorp
Minnesota
$586K +$1.34K +34 +0.2%
WCFA
128
Walkner Condon Financial Advisors
Wisconsin
$555K -$90.6K -2,301 -14%
ML
129
McAdam LLC
Pennsylvania
$552K +$158K +4,012 +40%
LFA
130
Legacy Financial Advisors
Kentucky
$540K – – –
GS
131
GTS Securities
New York
$528K +$528K +13,413 New
SWM
132
SeaCrest Wealth Management
New York
$495K – – –
Truist Financial
133
Truist Financial
North Carolina
$493K +$25.8K +655 +6%
CAL
134
Capital Analysts LLC
Pennsylvania
$492K -$394 -10 -0.1%
MW
135
Maia Wealth
Colorado
$486K +$76.1K +1,840 +19%
LWP
136
Laurel Wealth Planning
Minnesota
$477K – – –
ISFAN
137
Investor's Fiduciary Advisor Network
Washington
$469K +$469K +11,923 New
MWM
138
Modera Wealth Management
New Jersey
$469K -$47.9K -1,216 -9%
DADC
139
D.A. Davidson & Co
Montana
$463K -$110K -2,787 -19%
SPIA
140
Steward Partners Investment Advisory
New York
$449K +$8.86K +225 +2%
RFA
141
RTD Financial Advisors
Pennsylvania
$449K +$14.4K +365 +3%
PI
142
PFG Investments
New York
$446K +$16.5K +418 +4%
APP
143
Avantax Planning Partners
Iowa
$443K -$51K -1,295 -10%
Legacy Financial Group (Iowa)
144
Legacy Financial Group (Iowa)
Iowa
$442K -$15.9K -405 -3%
CWS
145
Confluence Wealth Services
Pennsylvania
$437K +$4.13K +101 +1%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$435K -$453K -11,507 -51%
LA
147
LexAurum Advisors
Kansas
$434K +$18K +458 +4%
XPN
148
XY Planning Network
Montana
$432K +$432K +10,962 New
DI
149
DDFG Inc
California
$430K -$24.7K -627 -5%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$430K +$430K +10,912 New
4 5
6
7 8