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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

252 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
Holders
252
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
79
Reduced
107
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$9.06M
2
Goldman Sachs
Goldman Sachs
New York
+$7.52M
3
EB
Eastern Bank
Massachusetts
+$6.78M
4
OAM
Oppenheimer Asset Management
New York
+$1.86M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.76M

Top Sellers

1
MD
Money Design
Japan
-$12.9M
2
Lido Advisors
Lido Advisors
California
-$12.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$8.85M
4
FA
Forefront Analytics
Pennsylvania
-$3.39M
5
PAS
Park Avenue Securities
New York
-$3.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$278K +$278K +6,878 New
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$278K -$12.3K -304 -4%
KLI
178
Kelman-Lazarov Inc
Tennessee
$276K – – –
IFWM
179
Institute for Wealth Management
Colorado
$276K +$276K +6,821 New
CAMV
180
Concord Asset Management (Virginia)
Virginia
$274K -$64.3K -1,674 -19%
RF
181
RHS Financial
California
$266K +$41.2K +1,018 +18%
ECM
182
Evergreen Capital Management
Washington
$259K – – –
LWA
183
Lifelong Wealth Advisors
Minnesota
$258K -$22.8K -564 -8%
FHA
184
Flagship Harbor Advisors
Massachusetts
$251K +$16.1K +397 +7%
WWM
185
Western Wealth Management
Colorado
$247K +$247K +6,106 New
PWM
186
Penobscot Wealth Management
Maine
$247K +$247K +6,089 New
PWM
187
Perigon Wealth Management
California
$240K +$240K +5,932 New
TWC
188
TD Waterhouse Canada
Ontario, Canada
$232K +$42.8K +1,061 +23%
MCM
189
MAI Capital Management
Ohio
$226K -$22.2K -548 -9%
BCI
190
Brinker Capital Investments
Pennsylvania
$226K +$226K +5,576 New
OPS
191
Orion Portfolio Solutions
Nebraska
$226K +$226K +5,576 New
MDCM
192
Morgan Dempsey Capital Management
Wisconsin
$225K +$35.5K +876 +19%
SPW
193
Sonoma Private Wealth
California
$225K -$56.4K -1,393 -20%
CAM
194
Carret Asset Management
New York
$221K – – –
GS
195
GTS Securities
New York
$216K -$327K -8,084 -60%
Empower Advisory Group
196
Empower Advisory Group
Colorado
$214K -$1.38K -34 -0.6%
SA
197
Stewardship Advisors
Pennsylvania
$211K -$715K -17,656 -77%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$211K +$1.3K +32 +0.6%
ACP
199
Argyle Capital Partners
California
$204K +$204K +5,045 New
OAM
200
Occidental Asset Management
California
$203K -$17.7K -436 -8%
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