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Nuveen ESG Large-Cap Value ETF

202 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
80
Reduced
68
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$263K
IPW
152
Intergy Private Wealth
Colorado
$262K
CA
153
Cetera Advisors
Colorado
$258K +$258K +7,450 New
TWC
154
TD Waterhouse Canada
Ontario, Canada
$257K +$3.12K +68 +1%
FA
155
Fountainhead AM
New Jersey
$256K +$11.7K +339 +5%
CA
156
CGN Advisors
Kansas
$248K -$2.32K -67 -0.9%
TF
157
Trek Financial
Arizona
$247K +$247K +7,131 New
ECM
158
Evergreen Capital Management
Washington
$242K +$242K +6,973 New
RW
159
RVW Wealth
California
$239K +$239K +6,908 New
VCP
160
Verus Capital Partners
Arizona
$236K +$236K +6,808 New
ACA
161
Atlas Capital Advisors
Wyoming
$234K -$9.01K -260 -4%
OFS
162
OneAscent Financial Services
Alabama
$227K
FAIM
163
Financial Advocates Investment Management
Washington
$224K
Baird Financial Group
164
Baird Financial Group
Wisconsin
$220K
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$218K
AWS
166
Atria Wealth Solutions
New York
$216K -$7.94K -229 -4%
RZH
167
Relyea Zuckerberg Hanson
Connecticut
$215K -$86.1K -2,486 -29%
OIA
168
OneDigital Investment Advisors
Kansas
$211K
TIM
169
Tortoise Investment Management
New York
$210K -$11.1K -320 -5%
BFPW
170
BOK Financial Private Wealth
Colorado
$202K -$431K -12,439 -68%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$180K -$146K -4,205 -45%
MFA
172
McClarren Financial Advisors
Pennsylvania
$157K
Bessemer Group
173
Bessemer Group
New Jersey
$143K
KFI
174
Key Financial Inc
Pennsylvania
$129K
MIA
175
Milestone Investment Advisors
Wisconsin
$118K