NULV icon

Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

193 hedge funds and large institutions have $1.23B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
3.11%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
33
Increased
88
Reduced
59
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
$161M
2
LPL Financial
LPL Financial
California
$32.1M
3
NA
NewEdge Advisors
Louisiana
$5.34M
4
RCG
Regatta Capital Group
California
$5.49M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.7M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$13.8M
2
Bank of America
Bank of America
North Carolina
$424M
3
FA
Forefront Analytics
Pennsylvania
$22.3M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$29.7M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
176
Colonial Trust Advisors
South Carolina
$37.7K +$37.7K +1,100 New
FWM
177
Focused Wealth Management
New York
$36.5K +$29.2K +852 +396%
EWA
178
EverSource Wealth Advisors
Alabama
$23.7K -$190K -5,549 -89%
GWM
179
Geneos Wealth Management
Colorado
$22.3K – – –
MIFH
180
Migdal Insurance & Financial Holdings
Israel
$20K – – –
PFC
181
Phocas Financial Corp
California
$14.6K +$14.6K +425 New
IGWM
182
ICA Group Wealth Management
Colorado
$14.2K +$14.2K +414 New
NC
183
NewSquare Capital
Pennsylvania
$10.5K +$10.5K +307 New
Citigroup
184
Citigroup
New York
$8.56K – – –
BWA
185
Boulder Wealth Advisors
Colorado
$8K +$8K +223 New
AWM
186
AllSquare Wealth Management
New York
$5.34K – – –
CHA
187
Carmichael Hill & Associates
Maryland
$3.39K +$3.39K +99 New
CPFP
188
Clear Perspectives Financial Planning
Ohio
$2.98K – – –
PAG
189
Private Advisor Group
New Jersey
$2.17K +$787 +22,978 +57%
FA
190
Financial Avengers
California
$1.34K +$1.34K +39 New
MIM
191
Macroview Investment Management
Maryland
$722 – – –
WIM
192
Westside Investment Management
California
$34 – – –
AC
193
AlphaCore Capital
California
$34 +$34 +1 New
Jane Street
194
Jane Street
New York
– -$3.63M -117,685 Closed
NCM
195
Northland Capital Management
Minnesota
– -$2.81M -90,975 Closed
CWM
196
Chicago Wealth Management
Illinois
– -$401K -12,982 Closed
RZH
197
Relyea Zuckerberg Hanson
Connecticut
– -$344K -11,145 Closed
Cerity Partners
198
Cerity Partners
New York
– -$255K -8,272 Closed
WWM
199
Western Wealth Management
Colorado
– -$249K -8,125 Closed
LNC
200
Lincoln National Corp
Pennsylvania
– -$248K -8,014 Closed
5 6 7
8
9