Nuveen ESG Large-Cap Value ETF
NULV
227 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, 98 increasing their positions, 73 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
34% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 73
8% more capital invested
Capital invested by funds: $1.3B → $1.41B (+$109M)
3% more funds holding
Funds holding: 220 → 227 (+7)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.1% less ownership
Funds ownership: 87.64% → 86.54% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.7M |
| 2 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$14.7M |
| 3 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$9.52M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$4.63M |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$3.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$30.5M |
| 2 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$19.6M |
| 3 |
CAM
Clarity Asset Management
Ames,
Iowa
|
-$6M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$4.87M |
| 5 |
RCG
Regatta Capital Group
El Segundo,
California
|
-$2.94M |
NULV Hedge Fund Activity: Q1 2024 in Review
227 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2024, worth a combined $1.41B — up 8.4% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new NULV positions and 10 closed out — a net gain of 10 holders — while 98 added to existing stakes and 73 trimmed.
The largest buyer was Bank of America, adding an estimated $18.7M. The largest seller was Morgan Stanley, cutting an estimated $30.5M.
- 227 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2024, up from 220 in Q4 2023.
- Funds reported $1.41B of Nuveen ESG Large-Cap Value ETF stock for Q1 2024, up 8.4% quarter-over-quarter.
- 20 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2024 and 10 closed out, a net change of +10 holders.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2024 was Bank of America, an estimated $18.7M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.5M sold.
Based on aggregated 13F filings for Q1 2024.