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Nuveen ESG Large-Cap Value ETF
NULV

240 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, 81 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

3% more funds holding

Funds holding: 234 → 240 (+6)

0.4% more ownership

Funds ownership: 86.57% → 86.97% (+0.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.45%
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
81
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.97M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$4.73M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$4.45M
4
Lido Advisors
Lido Advisors
California
+$3.51M
5
BPA
Beacon Pointe Advisors
California
+$3.45M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$9.02M
2
APP
Avantax Planning Partners
Iowa
-$3.2M
3
FEG
Fund Evaluation Group
Ohio
-$2.81M
4
GS
GTS Securities
New York
-$1.73M
5
UBS Group
UBS Group
Switzerland
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
176
CIC Wealth
Maryland
$291K – – –
HSWS
177
Higgins & Schmidt Wealth Strategies
Colorado
$289K -$5.5K -139 -2%
WFM
178
Wolff Financial Management
Michigan
$287K +$272K +6,878 New
VCP
179
Verus Capital Partners
Arizona
$275K +$1.94K +49 +0.8%
ECM
180
Evergreen Capital Management
Washington
$267K – – –
Creative Planning
181
Creative Planning
Kansas
$265K – – –
Baird Financial Group
182
Baird Financial Group
Wisconsin
$265K – – –
DWM
183
Denver Wealth Management
Colorado
$248K +$11.9K +300 +5%
MCM
184
MAI Capital Management
Ohio
$244K – – –
FAIM
185
Financial Advocates Investment Management
Washington
$241K +$4.79K +121 +2%
AFTS
186
American Financial & Tax Strategies
New York
$237K +$13.5K +341 +6%
OAM
187
Occidental Asset Management
California
$227K +$317 +8 +0.1%
CAM
188
Carret Asset Management
New York
$227K – – –
IFWM
189
Institute for Wealth Management
Colorado
$226K – – –
RIG
190
Ramiah Investment Group
Wisconsin
$221K -$1.03K -26 -0.5%
Empower Advisory Group
191
Empower Advisory Group
Colorado
$220K +$209K +5,285 New
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$201K +5,073 New
P
193
&Partners
Tennessee
$205K +$195K +4,921 New
FHA
194
Flagship Harbor Advisors
Massachusetts
$204K +$193K +4,886 New
EC
195
Estate Counselors
Wisconsin
$204K +$193K +4,885 New
TWC
196
TD Waterhouse Canada
Ontario, Canada
$198K +$71.8K +1,814 +61%
MDCM
197
Morgan Dempsey Capital Management
Wisconsin
$177K -$25.2K -636 -13%
Bessemer Group
198
Bessemer Group
New Jersey
$172K – – –
KFI
199
Key Financial Inc
Pennsylvania
$155K – – –
MG
200
Mather Group
Illinois
$152K +$108K +2,735 +303%
6 7
8
9 10

NULV Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2024, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NULV positions and 9 closed out — a net gain of 8 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.97M. The largest seller was Bank of America, cutting an estimated $9.02M.

  • 240 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $1.52B of Nuveen ESG Large-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.97M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2024.