NULV icon

Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
225
Holders Change
+7
Holders Change %
+3.21%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
97
Reduced
72
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$555M
2
FA
2
Forefront Analytics
Pennsylvania
$15.5M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$147M
4
CA
4
Cetera Advisors
Colorado
$5.24M
5
AAS
5
Ameritas Advisory Services
Nebraska
$10M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
CAM
3
Clarity Asset Management
Iowa
$5.48M
4
Lido Advisors
4
Lido Advisors
California
$7.19M
5
RCG
5
Regatta Capital Group
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
FPF
151
First Pacific Financial
Washington
$368K 9,476 -355 -4%
CWS
152
Confluence Wealth Services
Pennsylvania
$361K 9,297 +3,246 +54%
TC
153
Trust Company
Kansas
$359K 9,227 -1,381 -13%
FA
154
Fountainhead AM
New Jersey
$358K 9,207 +711 +8%
OBWG
155
Onyx Bridge Wealth Group
New York
$354K 9,511 +2,346 +33%
PWM
156
Penobscot Wealth Management
Maine
$350K 9,019 +912 +11%
HF
157
HRT Financial
New York
$347K 8,945 +8,945 New
ML
158
McAdam LLC
Pennsylvania
$330K 8,481 +1,094 +15%
GVAG
159
Great Valley Advisor Group
Delaware
$328K 8,455 -11 -0.1%
LWP
160
Laurel Wealth Planning
Minnesota
$325K 8,368 – –
RW
161
Rede Wealth
Virginia
$300K 7,724 -3,223 -29%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$291K 7,489 -98 -1%
TF
163
Trek Financial
Arizona
$289K 7,426 +31 +0.4%
IWC
164
Integrated Wealth Concepts
Massachusetts
$285K 7,342 +91 +1%
SWP
165
Stratos Wealth Partners
Ohio
$285K 7,325 +33 +0.5%
HSWS
166
Higgins & Schmidt Wealth Strategies
Colorado
$274K 7,056 – –
RW
167
RVW Wealth
California
$273K 7,024 +41 +0.6%
RZH
168
Relyea Zuckerberg Hanson
Connecticut
$272K 7,012 – –
CW
169
CIC Wealth
Maryland
$271K 6,977 -1,978 -22%
ECM
170
Evergreen Capital Management
Washington
$271K 6,973 – –
Cerity Partners
171
Cerity Partners
New York
$267K 6,874 – –
CPIG
172
Chicago Partners Investment Group
Illinois
$264K 7,046 +477 +7%
HGERS
173
Householder Group Estate & Retirement Specialist
Arizona
$257K 6,626 +6,626 New
CA
174
CGN Advisors
Kansas
$257K 6,601 +143 +2%
VCP
175
Verus Capital Partners
Arizona
$253K 6,522 +505 +8%
5 6
7
8 9