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Nuveen ESG Large-Cap Value ETF
NULV

183 hedge funds and large institutions have $1.19B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

197% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 33

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

14.4% more ownership

Funds ownership: 102.06% → 116.46% (+14%)

14% more funds holding

Funds holding: 161 → 183 (+22)

0% more capital invested

Capital invested by funds: $1.18B → $1.19B (+$2.54M)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
32
Increased
98
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
Forefront Analytics
Pennsylvania
+$30.9M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$21.1M
3
FEG
Fund Evaluation Group
Ohio
+$13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.73M
5
UBS Group
UBS Group
Switzerland
+$7.79M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.65M
2
HighTower Advisors
HighTower Advisors
Illinois
-$3.63M
3
CPFP
Clear Perspectives Financial Planning
Ohio
-$3.58M
4
MD
Money Design
Japan
-$1.11M
5
3AM
3EDGE Asset Management
Florida
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$156K – – –
CAL
152
Capital Analysts LLC
Pennsylvania
$139K – – –
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$137K – – –
CFD
154
Creative Financial Designs
Indiana
$130K -$29.8K -830 -18%
PA
155
Parallel Advisors
California
$104K – – –
GRP
156
Global Retirement Partners
California
$100K +$1.18K +33 +1%
PWM
157
Prentice Wealth Management
New York
$97K +$104K +2,896 New
CA
158
CoreCap Advisors
Michigan
$91K +$97.6K +2,720 New
KFI
159
Key Financial Inc
Pennsylvania
$74K +$11.2K +311 +16%
AWM
160
Atticus Wealth Management
Florida
$61K +$36.8K +1,025 +127%
CPFP
161
Clear Perspectives Financial Planning
Ohio
$55K -$3.58M -99,796 -98%
AIC
162
Archer Investment Corporation
Indiana
$51.8K – – –
WFA
163
Wells Financial Advisors
Massachusetts
$48K +$51.7K +1,440 New
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$42K +$3.59K +100 +9%
FPS
165
Fieldpoint Private Securities
Connecticut
$42K +$44.8K +1,248 New
ME
166
McIlrath & Eck
Washington
$39K – – –
TFS
167
TrustCore Financial Services
Tennessee
$36K – – –
Fidelity Investments
168
Fidelity Investments
Massachusetts
$27K -$22.6K -629 -44%
TIM
169
Tortoise Investment Management
New York
$22K – – –
GWM
170
Geneos Wealth Management
Colorado
$21K – – –
BFPW
171
BOK Financial Private Wealth
Colorado
$21K +$22.4K +624 New
MIFH
172
Migdal Insurance & Financial Holdings
Israel
$19K – – –
CCM
173
Covington Capital Management
California
$9K +$9.87K +275 New
Citigroup
174
Citigroup
New York
$8K – – –
AWM
175
AllSquare Wealth Management
New York
$5K – – –
4 5 6
7
8

NULV Hedge Fund Activity: Q2 2022 in Review

183 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2022, worth a combined $1.19B — up 0.21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NULV positions and 10 closed out — a net gain of 22 holders — while 98 added to existing stakes and 33 trimmed.

The largest buyer was Forefront Analytics, opening a new position worth an estimated $30.9M. The largest seller was Bank of America, cutting an estimated $6.65M.

  • 183 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2022, up from 161 in Q1 2022.
  • Funds reported $1.19B of Nuveen ESG Large-Cap Value ETF stock for Q2 2022, up 0.21% quarter-over-quarter.
  • 32 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2022 and 10 closed out, a net change of +22 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2022 was Forefront Analytics, an estimated $30.9M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2022 was Bank of America, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2022.