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Nuveen ESG Large-Cap Value ETF

234 hedge funds and large institutions have $1.37B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

3% more funds holding

Funds holding: 227234 (+7)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.04% more ownership

Funds ownership: 86.54%86.57% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
86
Reduced
84
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
151
Sage Advisory Services
Texas
$373K -$62.1K -1,645 -14%
AAS
152
Avantax Advisory Services
Texas
$359K -$7.4K -196 -2%
FPF
153
First Pacific Financial
Washington
$358K
CPIG
154
Chicago Partners Investment Group
Illinois
$351K +$67.8K +1,795 +25%
FA
155
Fountainhead AM
New Jersey
$348K -$38 -1 -0%
ML
156
McAdam LLC
Pennsylvania
$341K +$20K +530 +6%
TC
157
Trust Company
Kansas
$336K -$12.4K -328 -4%
GVAG
158
Great Valley Advisor Group
Delaware
$316K -$3.93K -104 -1%
Jane Street
159
Jane Street
New York
$313K +$313K +8,285 New
SA
160
Sanctuary Advisors
Indiana
$301K +$305K +8,078 New
IWC
161
Integrated Wealth Concepts
Massachusetts
$294K +$16.2K +429 +6%
RW
162
Rede Wealth
Virginia
$292K
KLI
163
Kelman-Lazarov Inc
Tennessee
$283K -$245K -6,478 -46%
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$280K -$2.53K -67 -0.9%
TF
165
Trek Financial
Arizona
$277K -$3.25K -86 -1%
SWP
166
Stratos Wealth Partners
Ohio
$277K
HSWS
167
Higgins & Schmidt Wealth Strategies
Colorado
$267K
RW
168
RVW Wealth
California
$266K +$491 +13 +0.2%
RZH
169
Relyea Zuckerberg Hanson
Connecticut
$265K
CW
170
CIC Wealth
Maryland
$264K
Cerity Partners
171
Cerity Partners
New York
$260K
HGERS
172
Householder Group Estate & Retirement Specialist
Arizona
$258K +$7.93K +210 +3%
VCP
173
Verus Capital Partners
Arizona
$247K +$378 +10 +0.2%
ECM
174
Evergreen Capital Management
Washington
$242K -$21.6K -571 -8%
Creative Planning
175
Creative Planning
Kansas
$240K +$3.29K +87 +1%