We are live on ! Find out more
NULV icon

Nuveen ESG Large-Cap Value ETF

220 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 34 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more funds holding

Funds holding: 203220 (+17)

7% more capital invested

Capital invested by funds: $1.21B → $1.3B (+$87.4M)

4.12% more ownership

Funds ownership: 83.52%87.64% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

26% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 92

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
68
Reduced
92
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
151
Operose Advisors
Wisconsin
$324K +$158K +4,637 +106%
CAL
152
Capital Analysts LLC
Pennsylvania
$323K +$7.58K +222 +3%
CW
153
CIC Wealth
Maryland
$322K
CA
154
Cetera Advisors
Colorado
$315K +$42.1K +1,232 +16%
FA
155
Fountainhead AM
New Jersey
$305K +$4.48K +131 +2%
GVAG
156
Great Valley Advisor Group
Delaware
$304K +$289K +8,466 New
CTC
157
Central Trust Company
Missouri
$303K -$84.8K -2,482 -23%
LWP
158
Laurel Wealth Planning
Minnesota
$300K -$9.65M -282,317 -97%
PWM
159
Penobscot Wealth Management
Maine
$291K +$6.73K +197 +2%
MDCM
160
Morgan Dempsey Capital Management
Wisconsin
$279K -$40.1K -1,175 -13%
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$272K
TF
162
Trek Financial
Arizona
$266K -$23.6K -691 -9%
ML
163
McAdam LLC
Pennsylvania
$265K +$252K +7,387 New
SWP
164
Stratos Wealth Partners
Ohio
$262K -$4K -117 -2%
IWC
165
Integrated Wealth Concepts
Massachusetts
$260K -$18.4K -539 -7%
OBWG
166
Onyx Bridge Wealth Group
New York
$257K -$810K -23,715 -77%
HSWS
167
Higgins & Schmidt Wealth Strategies
Colorado
$253K +$241K +7,056 New
RZH
168
Relyea Zuckerberg Hanson
Connecticut
$252K -$26.5K -775 -10%
RW
169
RVW Wealth
California
$251K +$1.47K +43 +0.6%
ECM
170
Evergreen Capital Management
Washington
$250K
Cerity Partners
171
Cerity Partners
New York
$247K +$235K +6,874 New
CPIG
172
Chicago Partners Investment Group
Illinois
$234K +$224K +6,569 New
CA
173
CGN Advisors
Kansas
$232K -$34.1K -999 -13%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$228K
TWC
175
TD Waterhouse Canada
Ontario, Canada
$225K -$33.2K -972 -17%