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Nuveen ESG Large-Cap Value ETF

253 hedge funds and large institutions have $1.5B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 99 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

4% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 95

3% more capital invested

Capital invested by funds: $1.46B → $1.5B (+$38.7M)

0% less funds holding

Funds holding: 254253 (-1)

1.11% less ownership

Funds ownership: 87.61%86.5% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
253
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
99
Reduced
95
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
RTD Financial Advisors
Pennsylvania
$436K -$31.6K -794 -7%
WT
152
Washington Trust
Rhode Island
$430K
FPF
153
First Pacific Financial
Washington
$422K +$19.8K +497 +5%
FHA
154
Flagship Harbor Advisors
Massachusetts
$416K +$148K +3,725 +60%
SAI
155
Savvy Advisors Inc
New York
$415K +$394K +9,897 New
GVAG
156
Great Valley Advisor Group
Delaware
$413K -$7.68K -193 -2%
EPP
157
ETF Portfolio Partners
Kansas
$398K +$21.3K +536 +6%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$391K
CWD
159
Clarity Wealth Development
Oregon
$387K +$12.9K +324 +4%
CPIG
160
Chicago Partners Investment Group
Illinois
$386K +$16.7K +420 +5%
AWM
161
Apollon Wealth Management
South Carolina
$384K
VCP
162
Verus Capital Partners
Arizona
$383K +$1.07K +27 +0.3%
Creative Planning
163
Creative Planning
Kansas
$383K -$64.5K -1,620 -15%
SA
164
Sanctuary Advisors
Indiana
$372K +$36.3K +912 +11%
RW
165
RVW Wealth
California
$371K
IFWM
166
Institute for Wealth Management
Colorado
$365K +$75.3K +1,891 +28%
MWM
167
Modera Wealth Management
New Jersey
$365K -$30.6K -770 -8%
CTC
168
Central Trust Company
Missouri
$336K -$16K -401 -5%
TC
169
Trust Company
Kansas
$333K -$11.7K -295 -4%
CRFG
170
Columbia River Financial Group
Washington
$331K -$6.17K -155 -2%
TRCT
171
Tower Research Capital (TRC)
New York
$327K -$150K -3,779 -33%
AFTS
172
American Financial & Tax Strategies
New York
$321K +$22.8K +573 +8%
TF
173
Trek Financial
Arizona
$309K -$41.1K -1,033 -12%
WFM
174
Wolff Financial Management
Michigan
$304K
SWP
175
Stratos Wealth Partners
Ohio
$303K -$16.9K -425 -6%

NULV Hedge Fund Activity: Q2 2025 in Review

253 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2025, worth a combined $1.5B — up 2.6% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NULV positions and 14 closed out — a net gain of 1 holder — while 99 added to existing stakes and 95 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $17.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $22.6M.

  • 253 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2025, down from 254 in Q1 2025.
  • Funds reported $1.5B of Nuveen ESG Large-Cap Value ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2025 and 14 closed out, a net change of +1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $17.2M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.