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Nuveen ESG Large-Cap Value ETF

254 hedge funds and large institutions have $1.46B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 249254 (+5)

1% more capital invested

Capital invested by funds: $1.45B → $1.46B (+$10.1M)

1.33% less ownership

Funds ownership: 88.94%87.61% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
80
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Washington Trust
Rhode Island
$415K
CWS
152
Confluence Wealth Services
Pennsylvania
$412K +$1.78K +44 +0.4%
EWA
153
Emergent Wealth Advisors
New York
$411K
GVAG
154
Great Valley Advisor Group
Delaware
$406K +$50.2K +1,239 +14%
FPF
155
First Pacific Financial
Washington
$388K
MWM
156
Modera Wealth Management
New Jersey
$383K -$98.9K -2,440 -20%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$378K -$20K -493 -5%
KAS
158
Kestra Advisory Services
Texas
$373K +$73.3K +1,807 +24%
AWM
159
Apollon Wealth Management
South Carolina
$371K +$54.7K +1,350 +17%
VCP
160
Verus Capital Partners
Arizona
$369K +$88K +2,171 +31%
EPP
161
ETF Portfolio Partners
Kansas
$363K +$13.9K +343 +4%
RW
162
RVW Wealth
California
$359K +$72.5K +1,788 +25%
CWD
163
Clarity Wealth Development
Oregon
$349K +$23.3K +575 +7%
CTC
164
Central Trust Company
Missouri
$341K -$8.39K -207 -2%
TF
165
Trek Financial
Arizona
$340K +$25.3K +624 +8%
CPIG
166
Chicago Partners Investment Group
Illinois
$340K -$18.9K -467 -5%
TC
167
Trust Company
Kansas
$334K -$19.7K -485 -6%
CRFG
168
Columbia River Financial Group
Washington
$325K -$34.8K -857 -10%
SA
169
Sanctuary Advisors
Indiana
$322K +$24K +593 +8%
SWP
170
Stratos Wealth Partners
Ohio
$310K +$1.26K +31 +0.4%
AAP
171
Arax Advisory Partners
Colorado
$299K +$150K +3,688 +100%
WFM
172
Wolff Financial Management
Michigan
$293K +$9K +222 +3%
TIM
173
Tortoise Investment Management
New York
$292K
FA
174
Fountainhead AM
New Jersey
$291K -$58.8K -1,449 -17%
AFTS
175
American Financial & Tax Strategies
New York
$287K +$55.4K +1,366 +24%

NULV Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2025, worth a combined $1.46B — up 0.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NULV positions and 17 closed out — a net gain of 7 holders — while 80 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.07M. The largest seller was Money Design, cutting an estimated $13M.

  • 254 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2025, up from 249 in Q4 2024.
  • Funds reported $1.46B of Nuveen ESG Large-Cap Value ETF stock for Q1 2025, up 0.7% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2025 and 17 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2025 was LPL Financial, an estimated $9.07M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2025 was Money Design, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.