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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

203 hedge funds and large institutions have $1.21B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
85
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$476M
2
AAS
Ameritas Advisory Services
Nebraska
$8.32M
3
EWA
EP Wealth Advisors
California
$3.87M
4
WAM
WNY Asset Management
New York
$3.05M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$67.1M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$2.52M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$7.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23M
4
FEG
Fund Evaluation Group
Ohio
$9.08M
5
DF
Dunhill Financial
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
151
Trek Financial
Arizona
$272K +$32.1K +955 +13%
PWM
152
Penobscot Wealth Management
Maine
$266K +$874 +26 +0.3%
KAS
153
Kestra Advisory Services
Texas
$264K -$58.1K -1,731 -18%
IWC
154
Integrated Wealth Concepts
Massachusetts
$262K – – –
RZH
155
Relyea Zuckerberg Hanson
Connecticut
$262K +$53.5K +1,592 +26%
TWC
156
TD Waterhouse Canada
Ontario, Canada
$256K +$2K +44 +0.8%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$255K – – –
CA
158
Cetera Advisors
Colorado
$253K +$2.92K +87 +1%
CA
159
CGN Advisors
Kansas
$250K +$10.3K +306 +4%
SWP
160
Stratos Wealth Partners
Ohio
$249K +$249K +7,409 New
Jane Street
161
Jane Street
New York
$242K -$585K -17,422 -71%
ECM
162
Evergreen Capital Management
Washington
$234K – – –
RW
163
RVW Wealth
California
$233K +$1.08K +32 +0.5%
VCP
164
Verus Capital Partners
Arizona
$232K +$3.59K +107 +2%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$213K – – –
AWS
166
Atria Wealth Solutions
New York
$212K +$3.06K +91 +1%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$211K – – –
TIM
168
Tortoise Investment Management
New York
$204K – – –
BFPW
169
BOK Financial Private Wealth
Colorado
$196K – – –
ACA
170
Atlas Capital Advisors
Wyoming
$193K -$33.1K -986 -15%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$158K +$158K +4,698 New
MFA
172
McClarren Financial Advisors
Pennsylvania
$153K – – –
OA
173
Operose Advisors
Wisconsin
$147K +$96.4K +2,870 +189%
Wells Fargo
174
Wells Fargo
California
$140K +$72.2K +2,150 +106%
Bessemer Group
175
Bessemer Group
New Jersey
$139K – – –
5 6
7
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