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Nuveen ESG Large-Cap Value ETF

180 hedge funds and large institutions have $1.15B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

4.97% more ownership

Funds ownership: 116.46%121.43% (+5%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$41.2M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 183180 (-3)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
89
Reduced
53
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
176
Evoke Wealth
California
$2K +$2.32K +68 New
MIM
177
Macroview Investment Management
Maryland
$1K
WIM
178
Westside Investment Management
California
$30
PI
179
PFS Investments
Georgia
-$3.06M -91,823 Closed
Wealth Enhancement Advisory Services
180
Wealth Enhancement Advisory Services
Minnesota
-$2.72M -80,816 Closed
RWP
181
RWA Wealth Partners
Massachusetts
-$2.61M -78,222 Closed
SIM
182
Seaview Investment Managers
Florida
-$1.71M -51,349 Closed
Goldman Sachs
183
Goldman Sachs
New York
-$805K -24,105 Closed
SAS
184
Sage Advisory Services
Texas
-$616K -18,461 Closed
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
-$350K -10,474 Closed
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
-$210K -6,294 Closed
NL
187
NWAM LLC
Washington
-$206K -6,166 Closed
PAM
188
Peak Asset Management
Colorado
-$203K -6,086 Closed
PWM
189
Prentice Wealth Management
New York
-$97K -2,896 Closed
CA
190
CoreCap Advisors
Michigan
-$91K -2,720 Closed
TFS
191
TrustCore Financial Services
Tennessee
-$36K -1,082 Closed
COCM
192
Charter Oak Capital Management
New Hampshire
-$4K -133 Closed
SWM
193
Spire Wealth Management
Virginia
-$3K -79 Closed
EIP
194
Ellis Investment Partners
Pennsylvania
+$34 +1 +20%

NULV Hedge Fund Activity: Q3 2022 in Review

180 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2022, worth a combined $1.15B — down 3.5% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NULV and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 89 added.

The largest buyer was Bank of America, adding an estimated $23M. The largest seller was Lido Advisors, cutting an estimated $4.82M.

  • 180 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2022, down from 183 in Q2 2022.
  • Funds reported $1.15B of Nuveen ESG Large-Cap Value ETF stock for Q3 2022, down 3.5% quarter-over-quarter.
  • 14 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2022 and 15 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2022 was Bank of America, an estimated $23M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2022 was Lido Advisors, an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2022.