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Nuveen ESG Large-Cap Value ETF

218 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
32
Increased
68
Reduced
92
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$323K +$7.98K +222 +3%
CW
152
CIC Wealth
Maryland
$322K
CA
153
Cetera Advisors
Colorado
$315K +$44.2K +1,232 +16%
FA
154
Fountainhead AM
New Jersey
$305K +$4.7K +131 +2%
GVAG
155
Great Valley Advisor Group
Delaware
$304K +$304K +8,466 New
CTC
156
Central Trust Company
Missouri
$303K -$89.1K -2,482 -23%
LWP
157
Laurel Wealth Planning
Minnesota
$300K -$10.1M -282,317 -97%
PWM
158
Penobscot Wealth Management
Maine
$291K +$7.07K +197 +2%
MDCM
159
Morgan Dempsey Capital Management
Wisconsin
$279K -$42.1K -1,175 -13%
WAP
160
Wealthcare Advisory Partners
Pennsylvania
$272K
TF
161
Trek Financial
Arizona
$266K -$24.8K -691 -9%
ML
162
McAdam LLC
Pennsylvania
$265K +$265K +7,387 New
SWP
163
Stratos Wealth Partners
Ohio
$262K -$4.2K -117 -2%
IWC
164
Integrated Wealth Concepts
Massachusetts
$260K -$19.4K -539 -7%
OBWG
165
Onyx Bridge Wealth Group
New York
$257K -$852K -23,715 -77%
HSWS
166
Higgins & Schmidt Wealth Strategies
Colorado
$253K +$253K +7,056 New
RZH
167
Relyea Zuckerberg Hanson
Connecticut
$252K -$27.8K -775 -10%
RW
168
RVW Wealth
California
$251K +$1.54K +43 +0.6%
ECM
169
Evergreen Capital Management
Washington
$250K
Cerity Partners
170
Cerity Partners
New York
$247K +$247K +6,874 New
CPIG
171
Chicago Partners Investment Group
Illinois
$234K +$234K +6,569 New
CA
172
CGN Advisors
Kansas
$232K -$35.9K -999 -13%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$228K
TWC
174
TD Waterhouse Canada
Ontario, Canada
$225K -$47K -972 -17%
TIM
175
Tortoise Investment Management
New York
$218K