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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

180 hedge funds and large institutions have $1.15B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.11%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
89
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$406M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$56.7M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
$52.7M
4
LPL Financial
LPL Financial
California
$24.8M
5
Morgan Stanley
Morgan Stanley
New York
$33.6M

Top Sellers

1
Lido Advisors
Lido Advisors
California
$10.5M
2
PI
PFS Investments
Georgia
$0
3
Ameriprise
Ameriprise
Minnesota
$11.7M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$0
5
RWP
RWA Wealth Partners
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
151
Bessemer Group
New Jersey
$144K – – –
PA
152
Parallel Advisors
California
$129K +$32.8K +1,065 +34%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$127K – – –
CFD
154
Creative Financial Designs
Indiana
$125K +$5.01K +162 +4%
GRP
155
Global Retirement Partners
California
$105K +$2.3K +67 +2%
FA
156
Flagstar Advisors
New York
$101K +$101K +3,287 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$85K +$59.8K +1,938 +238%
WFA
158
Wipfli Financial Advisors
Wisconsin
$84K +$84K +2,708 New
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$84K +$84K +2,738 New
KFI
160
Key Financial Inc
Pennsylvania
$68K – – –
AWM
161
Atticus Wealth Management
Florida
$61K – – –
OPW
162
Oxler Private Wealth
New York
$56.5K +$56.5K +500 New
WFA
163
Wells Financial Advisors
Massachusetts
$51K +$6.22K +200 +14%
AIC
164
Archer Investment Corporation
Indiana
$47.9K – – –
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$38K +$3.82K +140 +11%
ME
166
McIlrath & Eck
Washington
$36K – – –
TIM
167
Tortoise Investment Management
New York
$21K – – –
GWM
168
Geneos Wealth Management
Colorado
$20K – – –
MIFH
169
Migdal Insurance & Financial Holdings
Israel
$18K – – –
CCM
170
Covington Capital Management
California
$8K – – –
Citigroup
171
Citigroup
New York
$8K – – –
FWM
172
Focused Wealth Management
New York
$7K +$7K +215 New
EC
173
Estate Counselors
Wisconsin
$6K +$6K +195 New
AWM
174
AllSquare Wealth Management
New York
$5K – – –
CPFP
175
Clear Perspectives Financial Planning
Ohio
$3K -$54.1K -1,570 -95%
4 5 6
7
8