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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

238 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, 80 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
3.44%
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
80
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$40.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.9M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$163M
4
Lido Advisors
4
Lido Advisors
California
$11.5M
5
BPA
5
Beacon Pointe Advisors
California
$9.98M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$584M
2
APP
2
Avantax Planning Partners
Iowa
$523K
3
FEG
3
Fund Evaluation Group
Ohio
$6.97M
4
GS
4
GTS Securities
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
151
Parkside Financial Bank & Trust
Missouri
$410K -$42.1K -1,008 -9%
CTC
152
Central Trust Company
Missouri
$405K -$9.39K -225 -2%
FPF
153
First Pacific Financial
Washington
$395K -$459 -11 -0.1%
PWM
154
Paulson Wealth Management
Illinois
$393K +$153K +3,673 +64%
FA
155
Fountainhead AM
New Jersey
$390K +$5.59K +134 +1%
AAS
156
Avantax Advisory Services
Texas
$389K -$7.43K -178 -2%
SAS
157
Sage Advisory Services
Texas
$373K – – –
CPIG
158
Chicago Partners Investment Group
Illinois
$373K +$4.13K +99 +1%
GVAG
159
Great Valley Advisor Group
Delaware
$353K +$3.88K +93 +1%
TC
160
Trust Company
Kansas
$345K -$25.8K -619 -7%
SA
161
Sanctuary Advisors
Indiana
$339K -$6.37K -149 -2%
CAMV
162
Concord Asset Management (Virginia)
Virginia
$336K -$1.22M -29,161 -78%
WB
163
WesBanco Bank
West Virginia
$335K +$335K +8,027 New
TF
164
Trek Financial
Arizona
$333K +$26.4K +633 +9%
KLI
165
Kelman-Lazarov Inc
Tennessee
$313K – – –
RW
166
Rede Wealth
Virginia
$310K -$12.4K -298 -4%
KAS
167
Kestra Advisory Services
Texas
$308K -$313K -7,506 -50%
SPW
168
Sonoma Private Wealth
California
$305K +$305K +7,303 New
SWP
169
Stratos Wealth Partners
Ohio
$301K -$4.17K -100 -1%
TIM
170
Tortoise Investment Management
New York
$301K +$73K +1,750 +32%
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$299K -$10.8K -260 -4%
HGERS
172
Householder Group Estate & Retirement Specialist
Arizona
$294K +$9.09K +218 +3%
RW
173
RVW Wealth
California
$293K -$459 -11 -0.2%
RZH
174
Relyea Zuckerberg Hanson
Connecticut
$293K – – –
CW
175
CIC Wealth
Maryland
$291K – – –
5 6
7
8 9