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Nuveen ESG Large-Cap Value ETF

256 hedge funds and large institutions have $1.56B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

1% more funds holding

Funds holding: 253256 (+3)

4% more capital invested

Capital invested by funds: $1.5B → $1.56B (+$66.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.33% less ownership

Funds ownership: 86.5%85.17% (-1.3%)

Holders
256
Holders Change
+3
Holders Change %
+1.19%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
94
Reduced
80
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAI
151
Savvy Advisors Inc
New York
$452K +$17.4K +409 +4%
Legacy Financial Group (Iowa)
152
Legacy Financial Group (Iowa)
Iowa
$450K -$33.8K -792 -7%
WT
153
Washington Trust
Rhode Island
$450K
FPF
154
First Pacific Financial
Washington
$442K
EPP
155
ETF Portfolio Partners
Kansas
$440K +$23.2K +543 +6%
GVAG
156
Great Valley Advisor Group
Delaware
$434K +$3.16K +74 +0.8%
RFA
157
RTD Financial Advisors
Pennsylvania
$429K -$25.6K -600 -6%
Creative Planning
158
Creative Planning
Kansas
$428K +$27.6K +646 +7%
IFWM
159
Institute for Wealth Management
Colorado
$428K +$45K +1,055 +12%
CWD
160
Clarity Wealth Development
Oregon
$423K +$10.2K +239 +3%
VCP
161
Verus Capital Partners
Arizona
$421K +$19.8K +463 +5%
PFBT
162
Parkside Financial Bank & Trust
Missouri
$409K
CPIG
163
Chicago Partners Investment Group
Illinois
$404K
RW
164
RVW Wealth
California
$394K +$5.8K +136 +2%
TC
165
Trust Company
Kansas
$393K +$44.2K +1,035 +13%
MWM
166
Modera Wealth Management
New Jersey
$381K
PWM
167
Penobscot Wealth Management
Maine
$379K +$63.2K +1,482 +21%
ME
168
McIlrath & Eck
Washington
$373K +$270K +6,338 +291%
CTC
169
Central Trust Company
Missouri
$363K +$10.7K +250 +3%
AFTS
170
American Financial & Tax Strategies
New York
$360K +$23.5K +550 +7%
CRFG
171
Columbia River Financial Group
Washington
$353K
LPAM
172
Lodestar Private Asset Management
California
$345K +$336K +7,881 New
OBWG
173
Onyx Bridge Wealth Group
New York
$331K -$811K -19,001 -72%
WFM
174
Wolff Financial Management
Michigan
$317K
SWP
175
Stratos Wealth Partners
Ohio
$312K -$4.69K -110 -2%

NULV Hedge Fund Activity: Q3 2025 in Review

256 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2025, worth a combined $1.56B — up 4.5% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NULV positions and 12 closed out — a net gain of 10 holders — while 94 added to existing stakes and 80 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $16.2M. The largest seller was Envestnet Asset Management, cutting an estimated $12M.

  • 256 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2025, up from 253 in Q2 2025.
  • Funds reported $1.56B of Nuveen ESG Large-Cap Value ETF stock for Q3 2025, up 4.5% quarter-over-quarter.
  • 22 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2025 and 12 closed out, a net change of +10 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2025 was TIAA Trust, National Association, an estimated $16.2M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2025.