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Nuveen ESG Large-Cap Value ETF
NULV

234 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, 86 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

3% more funds holding

Funds holding: 227 → 234 (+7)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.04% more ownership

Funds ownership: 86.54% → 86.57% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% 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
86
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Forefront Analytics
Pennsylvania
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$4.65M
3
CNBT
Canandaigua National Bank & Trust
New York
+$2.19M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.16M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.05M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.68M
2
GAA
Global Assets Advisory
Florida
-$2.58M
3
3AM
3EDGE Asset Management
Florida
-$2.55M
4
Bank of America
Bank of America
North Carolina
-$2.27M
5
ASN
Advisory Services Network
Georgia
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
176
Baird Financial Group
Wisconsin
$240K -$4.04K -107 -2%
BFPW
177
BOK Financial Private Wealth
Colorado
$238K – – –
MCM
178
MAI Capital Management
Ohio
$221K +$221K +5,847 New
LA
179
LexAurum Advisors
Kansas
$218K +$218K +5,768 New
PWM
180
Paulson Wealth Management
Illinois
$218K +$16.7K +442 +8%
Susquehanna International Group
181
Susquehanna International Group
Pennsylvania
$215K -$1.42M -37,488 -87%
FAIM
182
Financial Advocates Investment Management
Washington
$213K – – –
DWM
183
Denver Wealth Management
Colorado
$213K +$213K +5,643 New
TIM
184
Tortoise Investment Management
New York
$207K – – –
CAM
185
Carret Asset Management
New York
$206K – – –
OAM
186
Occidental Asset Management
California
$206K +$206K +5,444 New
IFWM
187
Institute for Wealth Management
Colorado
$205K -$270K -7,159 -57%
AFTS
188
American Financial & Tax Strategies
New York
$202K – – –
RIG
189
Ramiah Investment Group
Wisconsin
$201K -$55.3K -1,465 -22%
FPAS
190
Focus Partners Advisor Solutions
Missouri
$201K +$201K +5,312 New
MDCM
191
Morgan Dempsey Capital Management
Wisconsin
$184K -$41.2K -1,090 -18%
Bessemer Group
192
Bessemer Group
New Jersey
$156K – – –
PTC
193
Private Trust Company
Ohio
$154K – – –
KFI
194
Key Financial Inc
Pennsylvania
$140K – – –
KFP
195
Keener Financial Planning
Texas
$137K -$5.97K -158 -4%
TWC
196
TD Waterhouse Canada
Ontario, Canada
$113K -$65K -1,722 -37%
FFA
197
Farther Finance Advisors
California
$108K +$72K +1,905 +199%
CA
198
CoreCap Advisors
Michigan
$104K – – –
GRP
199
Global Retirement Partners
California
$94.3K +$2.34K +62 +3%
ACA
200
Atlas Capital Advisors
Wyoming
$86.3K – – –
6 7
8
9 10

NULV Hedge Fund Activity: Q2 2024 in Review

234 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2024, worth a combined $1.37B — down 2.5% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULV positions and 16 closed out — a net gain of 9 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Forefront Analytics, adding an estimated $10.9M. The largest seller was UBS Group, cutting an estimated $2.68M.

  • 234 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2024, up from 227 in Q1 2024.
  • Funds reported $1.37B of Nuveen ESG Large-Cap Value ETF stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2024 and 16 closed out, a net change of +9 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2024 was Forefront Analytics, an estimated $10.9M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2024 was UBS Group, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2024.