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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

202 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
80
Reduced
68
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$474M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$23.4M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$4.39M
4
Goldman Sachs
Goldman Sachs
New York
$2.47M
5
RCG
Regatta Capital Group
California
$7.65M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$66.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$14.7M
3
AAS
Ameritas Advisory Services
Nebraska
$0
4
SHGA
Sand Hill Global Advisors
California
$0
5
FA
Forefront Analytics
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
176
NEPC LLC
Massachusetts
$91.4K +$91.4K +2,639 New
GRP
177
Global Retirement Partners
California
$89.1K +$1.39K +40 +2%
TF
178
TimeScale Financial
Massachusetts
$86.2K – – –
CFD
179
Creative Financial Designs
Indiana
$84.5K – – –
VAG
180
VisionPoint Advisory Group
Texas
$75.8K +$75.8K +2,187 New
PTC
181
Private Trust Company
Ohio
$74.5K – – –
Wells Fargo
182
Wells Fargo
California
$70K -$239K -6,904 -77%
FWM
183
Focused Wealth Management
New York
$69.6K +$31.3K +903 +82%
IGWM
184
ICA Group Wealth Management
Colorado
$58.8K +$58.8K +1,698 New
OA
185
Operose Advisors
Wisconsin
$52.6K +$52.6K +1,518 New
AIC
186
Archer Investment Corporation
Indiana
$50.8K – – –
ME
187
McIlrath & Eck
Washington
$46.1K – – –
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$43K -$312 -9 -0.7%
CTA
189
Colonial Trust Advisors
South Carolina
$38.1K – – –
PA
190
Parallel Advisors
California
$37.7K -$109K -3,130 -74%
WIM
191
Westside Investment Management
California
$34.7K – – –
EWA
192
EverSource Wealth Advisors
Alabama
$24K – – –
GWM
193
Geneos Wealth Management
Colorado
$22.6K – – –
NCM
194
Northwest Capital Management
Oregon
$21K +$21K +606 New
MIFH
195
Migdal Insurance & Financial Holdings
Israel
$20K – – –
NC
196
NewSquare Capital
Pennsylvania
$18.5K -$7.18K -207 -28%
FHA
197
First Horizon Advisors
Tennessee
$9.64K – – –
Citigroup
198
Citigroup
New York
$8.66K – – –
CHA
199
Carmichael Hill & Associates
Maryland
$6.83K +$3.4K +98 +99%
HNB
200
Huntington National Bank
Ohio
$5.23K -$5.15K – –
5 6 7
8
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