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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
225
Holders Change
+7
Holders Change %
+3.21%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
97
Reduced
72
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$555M
2
FA
2
Forefront Analytics
Pennsylvania
$15.5M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$147M
4
CA
4
Cetera Advisors
Colorado
$5.24M
5
AAS
5
Ameritas Advisory Services
Nebraska
$10M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
CAM
3
Clarity Asset Management
Iowa
$5.48M
4
Lido Advisors
4
Lido Advisors
California
$7.19M
5
RCG
5
Regatta Capital Group
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
176
Baird Financial Group
Wisconsin
$251K 6,452 +107 +2%
TWC
177
TD Waterhouse Canada
Ontario, Canada
$245K 4,695 +38 +0.8%
BFPW
178
BOK Financial Private Wealth
Colorado
$245K 6,292 +467 +8%
Creative Planning
179
Creative Planning
Kansas
$244K 6,275 +496 +9%
MDCM
180
Morgan Dempsey Capital Management
Wisconsin
$232K 5,965 -1,812 -23%
FAIM
181
Financial Advocates Investment Management
Washington
$219K 5,647 +5,647 New
TIM
182
Tortoise Investment Management
New York
$212K 5,465 -600 -10%
CAM
183
Carret Asset Management
New York
$212K 5,450 +5,450 New
AFTS
184
American Financial & Tax Strategies
New York
$208K 5,342 +5,342 New
PWM
185
Paulson Wealth Management
Illinois
$207K 5,315 +5,315 New
Empower Advisory Group
186
Empower Advisory Group
Colorado
$205K 5,285 +5,285 New
Bessemer Group
187
Bessemer Group
New Jersey
$160K 4,128 – –
PTC
188
Private Trust Company
Ohio
$159K 4,085 – –
William Blair & Company
189
William Blair & Company
Illinois
$154K 3,954 +3,954 New
KFP
190
Keener Financial Planning
Texas
$148K 3,798 – –
KFI
191
Key Financial Inc
Pennsylvania
$144K 3,711 – –
CA
192
CoreCap Advisors
Michigan
$107K 2,759 +2,759 New
Qube Research & Technologies (QRT)
193
Qube Research & Technologies (QRT)
United Kingdom
$103K 2,662 – –
GRP
194
Global Retirement Partners
California
$94.6K 2,434 +63 +3%
ACA
195
Atlas Capital Advisors
Wyoming
$88.8K 2,284 – –
ME
196
McIlrath & Eck
Washington
$84.6K 2,177 – –
VAG
197
VisionPoint Advisory Group
Texas
$83.6K 2,151 +4 +0.2%
CFD
198
Creative Financial Designs
Indiana
$77.1K 1,984 – –
IGWM
199
ICA Group Wealth Management
Colorado
$60.8K 1,564 +24 +2%
AIC
200
Archer Investment Corporation
Indiana
$57K 1,466 – –
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