NULV icon

Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

218 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 32 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$65.8M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$19.6M
3
RWP
RWA Wealth Partners
Massachusetts
$5.46M
4
BCAM
Boston Common Asset Management
Massachusetts
$2.45M
5
3AM
3EDGE Asset Management
Florida
$2.38M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$55.7M
2
Bank of America
Bank of America
North Carolina
$495M
3
LWP
Laurel Wealth Planning
Minnesota
$300K
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
176
Confluence Wealth Services
Pennsylvania
$217K +$217K +6,051 New
VCP
177
Verus Capital Partners
Arizona
$216K -$32.2K -898 -13%
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$12.2K -340 -5%
BFPW
179
BOK Financial Private Wealth
Colorado
$209K – – –
Creative Planning
180
Creative Planning
Kansas
$208K -$173K -4,806 -45%
Bessemer Group
181
Bessemer Group
New Jersey
$148K – – –
PTC
182
Private Trust Company
Ohio
$147K +$53.3K +1,485 +57%
KFP
183
Keener Financial Planning
Texas
$136K +$136K +3,798 New
KFI
184
Key Financial Inc
Pennsylvania
$133K – – –
Qube Research & Technologies (QRT)
185
Qube Research & Technologies (QRT)
United Kingdom
$95.6K -$73.1K -2,036 -43%
FWM
186
Focused Wealth Management
New York
$84.8K +$12.7K +354 +18%
GRP
187
Global Retirement Partners
California
$84.6K +$1.03K +29 +1%
ACA
188
Atlas Capital Advisors
Wyoming
$82K -$125K -3,469 -60%
ME
189
McIlrath & Eck
Washington
$78.2K +$15.3K +426 +24%
VAG
190
VisionPoint Advisory Group
Texas
$77.1K +$77.1K +2,147 New
CFD
191
Creative Financial Designs
Indiana
$71.2K -$2.41K -67 -3%
DWMG
192
DB Wealth Management Group
California
$60.7K +$38K +1,058 +168%
IGWM
193
ICA Group Wealth Management
Colorado
$55.3K +$55.3K +1,540 New
AIC
194
Archer Investment Corporation
Indiana
$52.6K – – –
National Bank of Canada
195
National Bank of Canada
Quebec, Canada
$49.8K +$5.01K +139 +11%
FFA
196
Farther Finance Advisors
California
$47.8K +$47.8K +1,331 New
CTA
197
Colonial Trust Advisors
South Carolina
$39.5K – – –
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$35K – – –
WIM
199
Westside Investment Management
California
$34.1K – – –
FCG
200
Financial Connections Group
California
$28K -$39.2K -1,100 -58%
6 7
8
9 10