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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

247 hedge funds and large institutions have $1.45B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
30
Increased
112
Reduced
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.4M
4
FEG
Fund Evaluation Group
Ohio
$8.53M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$534M
2
Corient Private Wealth
Corient Private Wealth
Florida
$4.97M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$35.5M
4
SA
Stewardship Advisors
Pennsylvania
$901K
5
AAS
Ameritas Advisory Services
Nebraska
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$282K – – –
RW
177
RVW Wealth
California
$279K +$1.89K +48 +0.7%
RZH
178
Relyea Zuckerberg Hanson
Connecticut
$276K – – –
WFM
179
Wolff Financial Management
Michigan
$276K +$5.66K +144 +2%
SPW
180
Sonoma Private Wealth
California
$274K -$13.9K -352 -5%
VCP
181
Verus Capital Partners
Arizona
$273K +$14.3K +362 +6%
LWA
182
Lifelong Wealth Advisors
Minnesota
$273K +$273K +6,942 New
KLI
183
Kelman-Lazarov Inc
Tennessee
$269K -$26.6K -675 -9%
ECM
184
Evergreen Capital Management
Washington
$252K – – –
Baird Financial Group
185
Baird Financial Group
Wisconsin
$250K – – –
MCM
186
MAI Capital Management
Ohio
$241K +$11.1K +281 +5%
DWM
187
Denver Wealth Management
Colorado
$237K +$2.91K +74 +1%
P
188
&Partners
Tennessee
$232K +$38.2K +970 +20%
FAIM
189
Financial Advocates Investment Management
Washington
$229K +$2.4K +61 +1%
FHA
190
Flagship Harbor Advisors
Massachusetts
$228K +$35.9K +913 +19%
AFTS
191
American Financial & Tax Strategies
New York
$225K +$1.22K +31 +0.5%
RF
192
RHS Financial
California
$219K +$219K +5,553 New
OAM
193
Occidental Asset Management
California
$215K – – –
CAM
194
Carret Asset Management
New York
$215K – – –
AC
195
AIFG Consultants
New York
$210K -$491K -12,465 -70%
Empower Advisory Group
196
Empower Advisory Group
Colorado
$209K +$1.34K +34 +0.6%
HP
197
Hilltop Partners
Indiana
$209K +$209K +5,297 New
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$203K +$162K +4,133 +399%
TWC
199
TD Waterhouse Canada
Ontario, Canada
$185K -$3.39K -86 -2%
MDCM
200
Morgan Dempsey Capital Management
Wisconsin
$184K +$17.5K +444 +10%
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