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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

161 hedge funds and large institutions have $1.18B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+21
Holders Change %
+15%
% of All Funds
2.55%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
80
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$32.2M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$29.9M
3
Bank of America
3
Bank of America
North Carolina
$482M
4
TF
4
TIAA FSB
Florida
$151M
5
Lido Advisors
5
Lido Advisors
California
$18M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$33.3M
2
MD
2
Money Design
Japan
$13.1M
3
PI
3
PFS Investments
Georgia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.2M
5
RJA
5
Raymond James & Associates
Florida
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
151
Tortoise Investment Management
New York
$25K – – –
GWM
152
Geneos Wealth Management
Colorado
$24K – – –
HA
153
Herold Advisors
New York
$22.8K +$22.8K +600 New
MIFH
154
Migdal Insurance & Financial Holdings
Israel
$22K – – –
Citigroup
155
Citigroup
New York
$10K -$11.4K -284 -53%
AWM
156
AllSquare Wealth Management
New York
$6K +$6K +156 New
COCM
157
Charter Oak Capital Management
New Hampshire
$5K +$5K +133 New
SWM
158
Spire Wealth Management
Virginia
$3K – – –
NWM
159
Navigation Wealth Management
Colorado
$2K – – –
MIM
160
Macroview Investment Management
Maryland
$1K +$286 +6 +40%
WIM
161
Westside Investment Management
California
$30 +$11 +300 +60%
PI
162
PFS Investments
Georgia
– -$3.02M -77,582 Closed
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
– -$1.41M -37,357 Closed
FTUS
164
Flow Traders U.S.
New York
– -$775K -19,930 Closed
SAS
165
Sage Advisory Services
Texas
– -$721K -18,546 Closed
Jane Street
166
Jane Street
New York
– -$615K -15,814 Closed
FHA
167
First Horizon Advisors
Tennessee
– -$581K -14,950 Closed
GKWIM
168
Gerber Kawasaki Wealth & Investment Management
California
– -$295K -7,599 Closed
SI
169
Stephens Inc
Arkansas
– -$258K -6,626 Closed
PCA
170
Personal Capital Advisors
California
– -$254K -6,535 Closed
CA
171
Cornerstone Advisory
Maryland
– -$214K -5,500 Closed
PWP
172
Personal Wealth Partners
Minnesota
– -$201K -5,170 Closed
EFS
173
Essex Financial Services
Connecticut
– -$201K -5,160 Closed
CA
174
CoreCap Advisors
Michigan
– -$106K -2,720 Closed
Wells Fargo
175
Wells Fargo
California
– -$90K -2,322 Closed
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