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Nuveen ESG Large-Cap Value ETF

253 hedge funds and large institutions have $1.46B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

26% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RZH
176
Relyea Zuckerberg Hanson
Connecticut
$284K
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$278K
WAP
178
Wealthcare Advisory Partners
Pennsylvania
$278K
KLI
179
Kelman-Lazarov Inc
Tennessee
$276K
IFWM
180
Institute for Wealth Management
Colorado
$276K
CAMV
181
Concord Asset Management (Virginia)
Virginia
$274K
RF
182
RHS Financial
California
$266K
ECM
183
Evergreen Capital Management
Washington
$259K
LWA
184
Lifelong Wealth Advisors
Minnesota
$258K
FHA
185
Flagship Harbor Advisors
Massachusetts
$251K
WWM
186
Western Wealth Management
Colorado
$247K
PWM
187
Penobscot Wealth Management
Maine
$247K
PWM
188
Perigon Wealth Management
California
$240K
TWC
189
TD Waterhouse Canada
Ontario, Canada
$232K
MCM
190
MAI Capital Management
Ohio
$226K
OPS
191
Orion Portfolio Solutions
Nebraska
$226K
BCI
192
Brinker Capital Investments
Pennsylvania
$226K
MDCM
193
Morgan Dempsey Capital Management
Wisconsin
$225K
SPW
194
Sonoma Private Wealth
California
$225K
CAM
195
Carret Asset Management
New York
$221K
GS
196
GTS Securities
New York
$216K
Empower Advisory Group
197
Empower Advisory Group
Colorado
$214K
SA
198
Stewardship Advisors
Pennsylvania
$211K
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$211K
ACP
200
Argyle Capital Partners
California
$204K