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Nuveen ESG Large-Cap Value ETF

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

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

4.97% more ownership

Funds ownership: 116.46%121.43% (+5%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$41.2M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 183180 (-3)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$144K
PA
152
Parallel Advisors
California
$129K +$36.4K +1,065 +34%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$127K
CFD
154
Creative Financial Designs
Indiana
$125K +$5.54K +162 +4%
GRP
155
Global Retirement Partners
California
$105K +$2.29K +67 +2%
FA
156
Flagstar Advisors
New York
$101K +$112K +3,287 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$85K +$66.2K +1,938 +238%
WFA
158
Wipfli Financial Advisors
Wisconsin
$84K +$92.6K +2,708 New
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$84K +$93.6K +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 +$17.1K +500 New
WFA
163
Wells Financial Advisors
Massachusetts
$51K +$6.84K +200 +14%
AIC
164
Archer Investment Corporation
Indiana
$47.9K
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$38K +$4.79K +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
Citigroup
170
Citigroup
New York
$8K
CCM
171
Covington Capital Management
California
$8K
FWM
172
Focused Wealth Management
New York
$7K +$7.35K +215 New
EC
173
Estate Counselors
Wisconsin
$6K +$6.67K +195 New
AWM
174
AllSquare Wealth Management
New York
$5K
CPFP
175
Clear Perspectives Financial Planning
Ohio
$3K -$53.7K -1,570 -95%

NULV Hedge Fund Activity: Q3 2022 in Review

180 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2022, worth a combined $1.15B — down 3.5% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NULV and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 89 added.

The largest buyer was Bank of America, adding an estimated $23M. The largest seller was Lido Advisors, cutting an estimated $4.82M.

  • 180 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2022, down from 183 in Q2 2022.
  • Funds reported $1.15B of Nuveen ESG Large-Cap Value ETF stock for Q3 2022, down 3.5% quarter-over-quarter.
  • 14 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2022 and 15 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2022 was Bank of America, an estimated $23M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2022 was Lido Advisors, an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2022.