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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

203 hedge funds and large institutions have $1.21B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
85
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$476M
2
AAS
Ameritas Advisory Services
Nebraska
$8.32M
3
EWA
EP Wealth Advisors
California
$3.87M
4
WAM
WNY Asset Management
New York
$3.05M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$67.1M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
$2.52M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$7.82M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$23M
4
FEG
Fund Evaluation Group
Ohio
$9.08M
5
DF
Dunhill Financial
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
176
Key Financial Inc
Pennsylvania
$125K – – –
PTC
177
Private Trust Company
Ohio
$87.3K +$15.1K +450 +21%
GRP
178
Global Retirement Partners
California
$77.5K -$7.61K -230 -9%
CFD
179
Creative Financial Designs
Indiana
$68.9K -$13K -388 -16%
FWM
180
Focused Wealth Management
New York
$67.4K – – –
FCG
181
Financial Connections Group
California
$63K -$835K -24,992 -93%
ME
182
McIlrath & Eck
Washington
$58.8K +$14.2K +422 +32%
AIC
183
Archer Investment Corporation
Indiana
$49.2K – – –
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$40.9K – – –
CTA
185
Colonial Trust Advisors
South Carolina
$36.9K – – –
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$33K -$142K -4,203 -81%
WIM
187
Westside Investment Management
California
$31.9K -$1.68K -50 -5%
EWA
188
EverSource Wealth Advisors
Alabama
$23.3K – – –
DWMG
189
DB Wealth Management Group
California
$21.2K +$21.2K +631 New
NCM
190
Northwest Capital Management
Oregon
$20.4K – – –
GWM
191
Geneos Wealth Management
Colorado
$20K -$1.88K -56 -9%
MIFH
192
Migdal Insurance & Financial Holdings
Israel
$19K – – –
MIA
193
Milestone Investment Advisors
Wisconsin
$18.5K -$95.8K -2,853 -84%
FAM
194
Flaharty Asset Management
Florida
$13.9K +$13.9K +414 New
FHA
195
First Horizon Advisors
Tennessee
$9.35K – – –
Citigroup
196
Citigroup
New York
$8.4K – – –
CHA
197
Carmichael Hill & Associates
Maryland
$6.62K – – –
NC
198
NewSquare Capital
Pennsylvania
$6.15K -$11.8K -351 -66%
AWM
199
AllSquare Wealth Management
New York
$5.24K – – –
HNB
200
Huntington National Bank
Ohio
$5.07K -$5.23K – –
5 6 7
8
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