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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

232 hedge funds and large institutions have $1.37B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 16 closing their positions.

Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
84
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.4M
3
CNBT
3
Canandaigua National Bank & Trust
New York
$2.19M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
GAA
2
Global Assets Advisory
Florida
$0
3
3AM
3
3EDGE Asset Management
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$537M
5
ASN
5
Advisory Services Network
Georgia
$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
176
BOK Financial Private Wealth
Colorado
$238K – – –
MCM
177
MAI Capital Management
Ohio
$221K +$221K +5,847 New
LA
178
LexAurum Advisors
Kansas
$218K +$218K +5,768 New
PWM
179
Paulson Wealth Management
Illinois
$218K +$16.7K +442 +8%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$215K -$1.42M -37,488 -87%
FAIM
181
Financial Advocates Investment Management
Washington
$213K – – –
DWM
182
Denver Wealth Management
Colorado
$213K +$213K +5,643 New
TIM
183
Tortoise Investment Management
New York
$207K – – –
CAM
184
Carret Asset Management
New York
$206K – – –
OAM
185
Occidental Asset Management
California
$206K +$206K +5,444 New
IFWM
186
Institute for Wealth Management
Colorado
$205K -$271K -7,159 -57%
AFTS
187
American Financial & Tax Strategies
New York
$202K – – –
FPAS
188
Focus Partners Advisor Solutions
Missouri
$201K +$201K +5,312 New
MDCM
189
Morgan Dempsey Capital Management
Wisconsin
$184K -$41.1K -1,090 -18%
Bessemer Group
190
Bessemer Group
New Jersey
$156K – – –
PTC
191
Private Trust Company
Ohio
$154K – – –
KFI
192
Key Financial Inc
Pennsylvania
$140K – – –
KFP
193
Keener Financial Planning
Texas
$137K -$5.95K -158 -4%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$113K -$65.4K -1,722 -37%
FFA
195
Farther Finance Advisors
California
$108K +$71.7K +1,905 +199%
CA
196
CoreCap Advisors
Michigan
$104K – – –
GRP
197
Global Retirement Partners
California
$94.3K +$2.34K +62 +3%
ACA
198
Atlas Capital Advisors
Wyoming
$86.3K – – –
ME
199
McIlrath & Eck
Washington
$82.3K – – –
VAG
200
VisionPoint Advisory Group
Texas
$82K +$718 +19 +0.9%
6 7
8
9 10