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Nuveen ESG Large-Cap Value ETF
NULV

220 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more funds holding

Funds holding: 203 → 220 (+17)

7% more capital invested

Capital invested by funds: $1.21B → $1.3B (+$87.4M)

4.12% more ownership

Funds ownership: 83.52% → 87.64% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

26% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 92

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.3M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$16.1M
3
RWP
RWA Wealth Partners
Massachusetts
+$5.19M
4
BCAM
Boston Common Asset Management
Massachusetts
+$2.33M
5
3AM
3EDGE Asset Management
Florida
+$2.26M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
2
Bank of America
Bank of America
North Carolina
-$13.5M
3
LWP
Laurel Wealth Planning
Minnesota
-$9.65M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$5.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
176
Tortoise Investment Management
New York
$218K – – –
CWS
177
Confluence Wealth Services
Pennsylvania
$217K +$207K +6,051 New
VCP
178
Verus Capital Partners
Arizona
$216K -$30.7K -898 -13%
PFGIA
179
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$11.6K -340 -5%
BFPW
180
BOK Financial Private Wealth
Colorado
$209K – – –
Creative Planning
181
Creative Planning
Kansas
$208K -$164K -4,806 -45%
RIG
182
Ramiah Investment Group
Wisconsin
$207K +$197K +5,766 New
Bessemer Group
183
Bessemer Group
New Jersey
$148K – – –
PTC
184
Private Trust Company
Ohio
$147K +$50.7K +1,485 +57%
KFP
185
Keener Financial Planning
Texas
$136K +$130K +3,798 New
KFI
186
Key Financial Inc
Pennsylvania
$133K – – –
Qube Research & Technologies (QRT)
187
Qube Research & Technologies (QRT)
United Kingdom
$95.6K -$69.6K -2,036 -43%
FWM
188
Focused Wealth Management
New York
$84.8K +$12.1K +354 +18%
GRP
189
Global Retirement Partners
California
$84.6K +$991 +29 +1%
ACA
190
Atlas Capital Advisors
Wyoming
$82K -$119K -3,469 -60%
ME
191
McIlrath & Eck
Washington
$78.2K +$14.6K +426 +24%
VAG
192
VisionPoint Advisory Group
Texas
$77.1K +$73.4K +2,147 New
CFD
193
Creative Financial Designs
Indiana
$71.2K -$2.29K -67 -3%
DWMG
194
DB Wealth Management Group
California
$60.7K +$36.1K +1,058 +168%
IGWM
195
ICA Group Wealth Management
Colorado
$55.3K +$52.6K +1,540 New
AIC
196
Archer Investment Corporation
Indiana
$52.6K – – –
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$49.8K +$4.75K +139 +11%
FFA
198
Farther Finance Advisors
California
$47.8K +$45.5K +1,331 New
CTA
199
Colonial Trust Advisors
South Carolina
$39.5K – – –
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$35K – – –
6 7
8
9 10

NULV Hedge Fund Activity: Q4 2023 in Review

220 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2023, worth a combined $1.3B — up 7.2% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NULV positions and 13 closed out — a net gain of 21 holders — while 68 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.3M. The largest seller was JP Morgan Chase, cutting an estimated $15.3M.

  • 220 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $1.3B of Nuveen ESG Large-Cap Value ETF stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 34 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2023 and 13 closed out, a net change of +21 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $26.3M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2023 was JP Morgan Chase, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2023.