NULV icon

Nuveen ESG Large-Cap Value ETF

247 hedge funds and large institutions have $1.55B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 91 increasing their positions, 78 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
RTD Financial Advisors
Pennsylvania
$429K
Creative Planning
152
Creative Planning
Kansas
$428K
IFWM
153
Institute for Wealth Management
Colorado
$428K
CWD
154
Clarity Wealth Development
Oregon
$423K
VCP
155
Verus Capital Partners
Arizona
$421K
PFBT
156
Parkside Financial Bank & Trust
Missouri
$409K
CPIG
157
Chicago Partners Investment Group
Illinois
$404K
RW
158
RVW Wealth
California
$394K
TC
159
Trust Company
Kansas
$393K
MWM
160
Modera Wealth Management
New Jersey
$381K
PWM
161
Penobscot Wealth Management
Maine
$379K
ME
162
McIlrath & Eck
Washington
$373K
CTC
163
Central Trust Company
Missouri
$363K
AFTS
164
American Financial & Tax Strategies
New York
$360K
CRFG
165
Columbia River Financial Group
Washington
$353K
LPAM
166
Lodestar Private Asset Management
California
$345K
OBWG
167
Onyx Bridge Wealth Group
New York
$331K
WFM
168
Wolff Financial Management
Michigan
$317K
SWP
169
Stratos Wealth Partners
Ohio
$312K
TF
170
Trek Financial
Arizona
$311K
CAMV
171
Concord Asset Management (Virginia)
Virginia
$309K
KLI
172
Kelman-Lazarov Inc
Tennessee
$299K
MCM
173
MAI Capital Management
Ohio
$294K
WAP
174
Wealthcare Advisory Partners
Pennsylvania
$292K
TIM
175
Tortoise Investment Management
New York
$290K