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Nuveen ESG Large-Cap Value ETF
NULV

249 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, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

60% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 70

4% more funds holding

Funds holding: 240 → 249 (+9)

1.97% more ownership

Funds ownership: 86.97% → 88.94% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

5% less capital invested

Capital invested by funds: $1.52B → $1.45B (-$73.8M)

Holders
249
Holders Change
+9
Holders Change %
+3.75%
% of All Funds
3.28%
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
70
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$19.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.14M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.29M
4
FEG
Fund Evaluation Group
Ohio
+$2.06M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$17.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$5.57M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$3.78M
4
SA
Stewardship Advisors
Pennsylvania
-$3.3M
5
AAS
Ameritas Advisory Services
Nebraska
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
176
Tortoise Investment Management
New York
$284K – – –
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$282K – – –
RW
178
RVW Wealth
California
$279K +$1.99K +48 +0.7%
RZH
179
Relyea Zuckerberg Hanson
Connecticut
$276K – – –
WFM
180
Wolff Financial Management
Michigan
$276K +$5.98K +144 +2%
SPW
181
Sonoma Private Wealth
California
$274K -$14.6K -352 -5%
VCP
182
Verus Capital Partners
Arizona
$273K +$15K +362 +6%
LWA
183
Lifelong Wealth Advisors
Minnesota
$273K +$288K +6,942 New
KLI
184
Kelman-Lazarov Inc
Tennessee
$269K -$28K -675 -9%
ECM
185
Evergreen Capital Management
Washington
$252K – – –
Baird Financial Group
186
Baird Financial Group
Wisconsin
$250K – – –
MCM
187
MAI Capital Management
Ohio
$241K +$11.7K +281 +5%
DWM
188
Denver Wealth Management
Colorado
$237K +$3.07K +74 +1%
P
189
&Partners
Tennessee
$232K +$40.3K +970 +20%
FAIM
190
Financial Advocates Investment Management
Washington
$229K +$2.53K +61 +1%
FHA
191
Flagship Harbor Advisors
Massachusetts
$228K +$37.9K +913 +19%
AFTS
192
American Financial & Tax Strategies
New York
$225K +$1.29K +31 +0.5%
RF
193
RHS Financial
California
$219K +$231K +5,553 New
OAM
194
Occidental Asset Management
California
$215K – – –
CAM
195
Carret Asset Management
New York
$215K – – –
AC
196
AIFG Consultants
New York
$210K -$518K -12,465 -70%
Empower Advisory Group
197
Empower Advisory Group
Colorado
$209K +$1.41K +34 +0.6%
HP
198
Hilltop Partners
Indiana
$209K +$220K +5,297 New
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$203K +$172K +4,133 +399%
RIG
200
Ramiah Investment Group
Wisconsin
$203K -$6.35K -153 -3%
6 7
8
9 10

NULV Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2024, worth a combined $1.45B — down 4.9% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 17 closed out — a net gain of 13 holders — while 112 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19.8M. The largest seller was Bank of America, cutting an estimated $17.7M.

  • 249 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2024, up from 240 in Q3 2024.
  • Funds reported $1.45B of Nuveen ESG Large-Cap Value ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2024 and 17 closed out, a net change of +13 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $19.8M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2024 was Bank of America, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.