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Nuveen ESG Large-Cap Value ETF
NULV

161 hedge funds and large institutions have $1.18B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

15% more funds holding

Funds holding: 140 → 161 (+21)

14.73% more ownership

Funds ownership: 87.32% → 102.06% (+15%)

11% more capital invested

Capital invested by funds: $1.06B → $1.18B (+$121M)

Holders
161
Holders Change
+21
Holders Change %
+15%
% of All Funds
2.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
80
Reduced
29
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$31.8M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$29.6M
3
Bank of America
Bank of America
North Carolina
+$22.7M
4
TF
TIAA FSB
Florida
+$13.4M
5
Lido Advisors
Lido Advisors
California
+$11.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$11.8M
2
MD
Money Design
Japan
-$3.7M
3
PI
PFS Investments
Georgia
-$3.02M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.82M
5
RJA
Raymond James & Associates
Florida
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
176
Confluence Wealth Services
Pennsylvania
– -$65K -1,674 Closed
4 5 6 7
8

NULV Hedge Fund Activity: Q1 2022 in Review

161 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2022, worth a combined $1.18B — up 11% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new NULV positions and 15 closed out — a net gain of 23 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $31.8M. The largest seller was Morgan Stanley, cutting an estimated $11.8M.

  • 161 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2022, up from 140 in Q4 2021.
  • Funds reported $1.18B of Nuveen ESG Large-Cap Value ETF stock for Q1 2022, up 11% quarter-over-quarter.
  • 38 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2022 and 15 closed out, a net change of +23 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2022 was Thrivent Financial for Lutherans, an estimated $31.8M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2022 was Morgan Stanley, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2022.