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Nuveen ESG Large-Cap Value ETF

253 hedge funds and large institutions have $1.46B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

26% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
126
Legacy Financial Advisors
Kentucky
$562K
CAL
127
Capital Analysts LLC
Pennsylvania
$560K
RF
128
Rossby Financial
Florida
$539K
DI
129
DDFG Inc
California
$532K
Truist Financial
130
Truist Financial
North Carolina
$532K
CWP
131
Concord Wealth Partners
Virginia
$521K
US Bancorp
132
US Bancorp
Minnesota
$518K
Cerity Partners
133
Cerity Partners
New York
$513K
SWM
134
SeaCrest Wealth Management
New York
$505K
ISFAN
135
Investor's Fiduciary Advisor Network
Washington
$482K
LWP
136
Laurel Wealth Planning
Minnesota
$481K
LFG
137
Lockerman Financial Group
California
$472K
DADC
138
D.A. Davidson & Co
Montana
$470K
TRCT
139
Tower Research Capital (TRC)
New York
$468K
LA
140
LexAurum Advisors
Kansas
$460K
RFA
141
RTD Financial Advisors
Pennsylvania
$453K
Legacy Financial Group (Iowa)
142
Legacy Financial Group (Iowa)
Iowa
$453K
CCM
143
Colorado Capital Management
Colorado
$452K
SPIA
144
Steward Partners Investment Advisory
New York
$450K
APP
145
Avantax Planning Partners
Iowa
$447K
XPN
146
XY Planning Network
Montana
$442K
PI
147
PFG Investments
New York
$439K
Creative Planning
148
Creative Planning
Kansas
$435K
MW
149
Maia Wealth
Colorado
$432K
PWM
150
Paulson Wealth Management
Illinois
$427K