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Nuveen ESG Large-Cap Value ETF

249 hedge funds and large institutions have $1.45B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

60% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 70

4% more funds holding

Funds holding: 240249 (+9)

1.97% more ownership

Funds ownership: 86.97%88.94% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.52B → $1.45B (-$73.8M)

Holders
249
Holders Change
+9
Holders Change %
+3.75%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
112
Reduced
70
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$428K
Creative Planning
152
Creative Planning
Kansas
$427K +$187K +4,495 +71%
TRCT
153
Tower Research Capital (TRC)
New York
$412K -$332K -7,985 -43%
WT
154
Washington Trust
Rhode Island
$404K
EWA
155
Emergent Wealth Advisors
New York
$399K
CCM
156
Colorado Capital Management
Colorado
$387K
PFBT
157
Parkside Financial Bank & Trust
Missouri
$387K
PWM
158
Paulson Wealth Management
Illinois
$382K +$11.4K +274 +3%
FPF
159
First Pacific Financial
Washington
$377K +$4.65K +112 +1%
CPIG
160
Chicago Partners Investment Group
Illinois
$360K +$6.56K +158 +2%
CRFG
161
Columbia River Financial Group
Washington
$350K +$370K +8,904 New
CAMV
162
Concord Asset Management (Virginia)
Virginia
$347K +$31.7K +763 +9%
GVAG
163
Great Valley Advisor Group
Delaware
$346K +$14.7K +355 +4%
TC
164
Trust Company
Kansas
$343K +$18.4K +442 +5%
CWD
165
Clarity Wealth Development
Oregon
$341K +$346K +8,330 New
FA
166
Fountainhead AM
New Jersey
$340K -$29.1K -701 -8%
CTC
167
Central Trust Company
Missouri
$340K -$44.8K -1,078 -11%
EPP
168
ETF Portfolio Partners
Kansas
$339K -$174K -4,179 -33%
AWM
169
Apollon Wealth Management
South Carolina
$308K +$324K +7,812 New
TF
170
Trek Financial
Arizona
$306K -$7.97K -192 -2%
SA
171
Sanctuary Advisors
Indiana
$304K -$23.5K -565 -7%
SWP
172
Stratos Wealth Partners
Ohio
$300K +$16.2K +391 +5%
RW
173
Rede Wealth
Virginia
$293K +$1.12K +27 +0.4%
KAS
174
Kestra Advisory Services
Texas
$292K +$1.12K +27 +0.4%
IAA
175
Independent Advisor Alliance
North Carolina
$285K +$300K +7,229 New

NULV Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2024, worth a combined $1.45B — down 4.9% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 17 closed out — a net gain of 13 holders — while 112 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19.8M. The largest seller was Bank of America, cutting an estimated $17.7M.

  • 249 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2024, up from 240 in Q3 2024.
  • Funds reported $1.45B of Nuveen ESG Large-Cap Value ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2024 and 17 closed out, a net change of +13 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $19.8M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2024 was Bank of America, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.