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Nuveen ESG Large-Cap Value ETF

254 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, 80 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 249254 (+5)

1% more capital invested

Capital invested by funds: $1.45B → $1.46B (+$10.1M)

1.33% less ownership

Funds ownership: 88.94%87.61% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
80
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
126
Legacy Financial Advisors
Kentucky
$562K +$6.65K +164 +1%
CAL
127
Capital Analysts LLC
Pennsylvania
$560K +$54.4K +1,341 +11%
RF
128
Rossby Financial
Florida
$539K -$59.2K -1,460 -9%
DI
129
DDFG Inc
California
$532K +$90.1K +2,222 +20%
Truist Financial
130
Truist Financial
North Carolina
$532K +$25.3K +624 +5%
CWP
131
Concord Wealth Partners
Virginia
$521K -$152K -3,757 -23%
US Bancorp
132
US Bancorp
Minnesota
$518K -$84.8K -2,091 -14%
Cerity Partners
133
Cerity Partners
New York
$513K +$73.2K +1,805 +17%
SWM
134
SeaCrest Wealth Management
New York
$505K -$4.05K -100 -0.8%
ISFAN
135
Investor's Fiduciary Advisor Network
Washington
$482K
LWP
136
Laurel Wealth Planning
Minnesota
$481K -$8.76K -216 -2%
LFG
137
Lockerman Financial Group
California
$472K -$435K -10,725 -48%
DADC
138
D.A. Davidson & Co
Montana
$470K -$6.12K -151 -1%
TRCT
139
Tower Research Capital (TRC)
New York
$468K +$45.1K +1,111 +11%
LA
140
LexAurum Advisors
Kansas
$460K +$14.2K +349 +3%
RFA
141
RTD Financial Advisors
Pennsylvania
$453K -$8.6K -212 -2%
Legacy Financial Group (Iowa)
142
Legacy Financial Group (Iowa)
Iowa
$453K -$1.95K -48 -0.4%
CCM
143
Colorado Capital Management
Colorado
$452K +$54K +1,332 +14%
SPIA
144
Steward Partners Investment Advisory
New York
$450K -$12K -295 -3%
APP
145
Avantax Planning Partners
Iowa
$447K -$7.79K -192 -2%
XPN
146
XY Planning Network
Montana
$442K -$2.27K -56 -0.5%
PI
147
PFG Investments
New York
$439K -$20.3K -501 -4%
Creative Planning
148
Creative Planning
Kansas
$435K -$4.34K -107 -1%
MW
149
Maia Wealth
Colorado
$432K -$20.9K -515 -4%
PWM
150
Paulson Wealth Management
Illinois
$427K +$33.7K +832 +9%

NULV Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2025, worth a combined $1.46B — up 0.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NULV positions and 17 closed out — a net gain of 7 holders — while 80 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.07M. The largest seller was Money Design, cutting an estimated $13M.

  • 254 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2025, up from 249 in Q4 2024.
  • Funds reported $1.46B of Nuveen ESG Large-Cap Value ETF stock for Q1 2025, up 0.7% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2025 and 17 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2025 was LPL Financial, an estimated $9.07M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2025 was Money Design, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.