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Nuveen ESG Large-Cap Value ETF

240 hedge funds and large institutions have $1.52B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

3% more funds holding

Funds holding: 234240 (+6)

0.4% more ownership

Funds ownership: 86.57%86.97% (+0.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
96
Reduced
81
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
151
Colorado Capital Management
Colorado
$410K -$61.7K -1,559 -14%
PFBT
152
Parkside Financial Bank & Trust
Missouri
$410K -$39.9K -1,008 -9%
CTC
153
Central Trust Company
Missouri
$405K -$8.91K -225 -2%
FPF
154
First Pacific Financial
Washington
$395K -$436 -11 -0.1%
PWM
155
Paulson Wealth Management
Illinois
$393K +$145K +3,673 +64%
FA
156
Fountainhead AM
New Jersey
$390K +$5.31K +134 +1%
AAS
157
Avantax Advisory Services
Texas
$389K -$7.05K -178 -2%
SAS
158
Sage Advisory Services
Texas
$373K
CPIG
159
Chicago Partners Investment Group
Illinois
$373K +$3.92K +99 +1%
GVAG
160
Great Valley Advisor Group
Delaware
$353K +$3.68K +93 +1%
TC
161
Trust Company
Kansas
$345K -$24.5K -619 -7%
SA
162
Sanctuary Advisors
Indiana
$339K -$5.9K -149 -2%
CAMV
163
Concord Asset Management (Virginia)
Virginia
$336K -$1.15M -29,161 -78%
WB
164
WesBanco Bank
West Virginia
$335K +$318K +8,027 New
TF
165
Trek Financial
Arizona
$333K +$25.1K +633 +9%
KLI
166
Kelman-Lazarov Inc
Tennessee
$313K
RW
167
Rede Wealth
Virginia
$310K -$11.8K -298 -4%
KAS
168
Kestra Advisory Services
Texas
$308K -$297K -7,506 -50%
SPW
169
Sonoma Private Wealth
California
$305K +$289K +7,303 New
SWP
170
Stratos Wealth Partners
Ohio
$301K -$3.96K -100 -1%
TIM
171
Tortoise Investment Management
New York
$301K +$69.3K +1,750 +32%
WAP
172
Wealthcare Advisory Partners
Pennsylvania
$299K -$10.3K -260 -4%
HGERS
173
Householder Group Estate & Retirement Specialist
Arizona
$294K +$8.63K +218 +3%
RW
174
RVW Wealth
California
$293K -$436 -11 -0.2%
RZH
175
Relyea Zuckerberg Hanson
Connecticut
$293K

NULV Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2024, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NULV positions and 9 closed out — a net gain of 8 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.97M. The largest seller was Bank of America, cutting an estimated $9.02M.

  • 240 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $1.52B of Nuveen ESG Large-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.97M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2024.