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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

232 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, 84 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
84
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.4M
3
CNBT
3
Canandaigua National Bank & Trust
New York
$2.19M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
GAA
2
Global Assets Advisory
Florida
$0
3
3AM
3
3EDGE Asset Management
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$537M
5
ASN
5
Advisory Services Network
Georgia
$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
151
Avantax Advisory Services
Texas
$359K -$7.41K -196 -2%
FPF
152
First Pacific Financial
Washington
$358K – – –
CPIG
153
Chicago Partners Investment Group
Illinois
$351K +$71.3K +1,795 +25%
FA
154
Fountainhead AM
New Jersey
$348K -$38 -1 -0%
ML
155
McAdam LLC
Pennsylvania
$341K +$20K +530 +6%
TC
156
Trust Company
Kansas
$336K -$12.4K -328 -4%
GVAG
157
Great Valley Advisor Group
Delaware
$316K -$3.94K -104 -1%
Jane Street
158
Jane Street
New York
$313K +$313K +8,285 New
SA
159
Sanctuary Advisors
Indiana
$301K +$301K +8,078 New
IWC
160
Integrated Wealth Concepts
Massachusetts
$294K +$16.2K +429 +6%
RW
161
Rede Wealth
Virginia
$292K – – –
KLI
162
Kelman-Lazarov Inc
Tennessee
$283K -$245K -6,478 -46%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$280K -$2.53K -67 -0.9%
TF
164
Trek Financial
Arizona
$277K -$3.25K -86 -1%
SWP
165
Stratos Wealth Partners
Ohio
$277K – – –
HSWS
166
Higgins & Schmidt Wealth Strategies
Colorado
$267K – – –
RW
167
RVW Wealth
California
$266K +$491 +13 +0.2%
RZH
168
Relyea Zuckerberg Hanson
Connecticut
$265K – – –
CW
169
CIC Wealth
Maryland
$264K – – –
Cerity Partners
170
Cerity Partners
New York
$260K – – –
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
$258K +$7.93K +210 +3%
VCP
172
Verus Capital Partners
Arizona
$246K -$416 -11 -0.2%
ECM
173
Evergreen Capital Management
Washington
$242K -$21.6K -571 -8%
Creative Planning
174
Creative Planning
Kansas
$240K +$3.29K +87 +1%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$240K -$4.04K -107 -2%
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