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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

238 hedge funds and large institutions have $1.52B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 80 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
3.44%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
96
Reduced
80
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$40.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.9M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$163M
4
Lido Advisors
4
Lido Advisors
California
$11.5M
5
BPA
5
Beacon Pointe Advisors
California
$9.98M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$584M
2
APP
2
Avantax Planning Partners
Iowa
$523K
3
FEG
3
Fund Evaluation Group
Ohio
$6.97M
4
GS
4
GTS Securities
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSWS
176
Higgins & Schmidt Wealth Strategies
Colorado
$289K -$5.8K -139 -2%
WFM
177
Wolff Financial Management
Michigan
$287K +$287K +6,878 New
VCP
178
Verus Capital Partners
Arizona
$275K +$2.92K +70 +1%
ECM
179
Evergreen Capital Management
Washington
$267K – – –
Creative Planning
180
Creative Planning
Kansas
$265K – – –
Baird Financial Group
181
Baird Financial Group
Wisconsin
$265K – – –
DWM
182
Denver Wealth Management
Colorado
$248K +$12.5K +300 +5%
MCM
183
MAI Capital Management
Ohio
$244K – – –
FAIM
184
Financial Advocates Investment Management
Washington
$241K +$5.05K +121 +2%
AFTS
185
American Financial & Tax Strategies
New York
$237K +$14.2K +341 +6%
OAM
186
Occidental Asset Management
California
$227K +$334 +8 +0.1%
CAM
187
Carret Asset Management
New York
$227K – – –
IFWM
188
Institute for Wealth Management
Colorado
$226K – – –
Empower Advisory Group
189
Empower Advisory Group
Colorado
$220K +$220K +5,285 New
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$212K +5,073 New
P
191
&Partners
Tennessee
$205K +$205K +4,921 New
FHA
192
Flagship Harbor Advisors
Massachusetts
$204K +$204K +4,886 New
EC
193
Estate Counselors
Wisconsin
$204K +$204K +4,885 New
TWC
194
TD Waterhouse Canada
Ontario, Canada
$198K +$75K +1,814 +61%
MDCM
195
Morgan Dempsey Capital Management
Wisconsin
$177K -$26.5K -636 -13%
Bessemer Group
196
Bessemer Group
New Jersey
$172K – – –
KFI
197
Key Financial Inc
Pennsylvania
$155K – – –
MG
198
Mather Group
Illinois
$152K +$114K +2,735 +303%
KFP
199
Keener Financial Planning
Texas
$151K – – –
BFPW
200
BOK Financial Private Wealth
Colorado
$147K -$116K -2,770 -44%
6 7
8
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