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Nuveen ESG Large-Cap Value ETF

254 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, 80 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 249254 (+5)

1% more capital invested

Capital invested by funds: $1.45B → $1.46B (+$10.1M)

1.33% less ownership

Funds ownership: 88.94%87.61% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
80
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
176
Rede Wealth
Virginia
$285K -$17.3K -426 -6%
RZH
177
Relyea Zuckerberg Hanson
Connecticut
$284K
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$278K +$279K +6,878 New
WAP
179
Wealthcare Advisory Partners
Pennsylvania
$278K -$12.3K -304 -4%
KLI
180
Kelman-Lazarov Inc
Tennessee
$276K
IFWM
181
Institute for Wealth Management
Colorado
$276K +$277K +6,821 New
CAMV
182
Concord Asset Management (Virginia)
Virginia
$274K -$67.9K -1,674 -19%
RF
183
RHS Financial
California
$266K +$41.3K +1,018 +18%
ECM
184
Evergreen Capital Management
Washington
$259K
LWA
185
Lifelong Wealth Advisors
Minnesota
$258K -$22.9K -564 -8%
FHA
186
Flagship Harbor Advisors
Massachusetts
$251K +$16.1K +397 +7%
WWM
187
Western Wealth Management
Colorado
$247K +$248K +6,106 New
PWM
188
Penobscot Wealth Management
Maine
$247K +$247K +6,089 New
PWM
189
Perigon Wealth Management
California
$240K +$241K +5,932 New
TWC
190
TD Waterhouse Canada
Ontario, Canada
$232K +$43K +1,061 +23%
MCM
191
MAI Capital Management
Ohio
$226K -$22.2K -548 -9%
BCI
192
Brinker Capital Investments
Pennsylvania
$226K +$226K +5,576 New
OPS
193
Orion Portfolio Solutions
Nebraska
$226K +$226K +5,576 New
MDCM
194
Morgan Dempsey Capital Management
Wisconsin
$225K +$35.5K +876 +19%
SPW
195
Sonoma Private Wealth
California
$225K -$56.5K -1,393 -20%
CAM
196
Carret Asset Management
New York
$221K
GS
197
GTS Securities
New York
$216K -$328K -8,084 -60%
Empower Advisory Group
198
Empower Advisory Group
Colorado
$214K -$1.38K -34 -0.6%
SA
199
Stewardship Advisors
Pennsylvania
$211K -$716K -17,656 -77%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$211K +$1.3K +32 +0.6%

NULV Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2025, worth a combined $1.46B — up 0.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NULV positions and 17 closed out — a net gain of 7 holders — while 80 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.07M. The largest seller was Money Design, cutting an estimated $13M.

  • 254 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2025, up from 249 in Q4 2024.
  • Funds reported $1.46B of Nuveen ESG Large-Cap Value ETF stock for Q1 2025, up 0.7% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2025 and 17 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2025 was LPL Financial, an estimated $9.07M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2025 was Money Design, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.