We are live on ! Find out more
NULV icon

Nuveen ESG Large-Cap Value ETF

253 hedge funds and large institutions have $1.5B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 99 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

4% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 95

3% more capital invested

Capital invested by funds: $1.46B → $1.5B (+$38.7M)

0% less funds holding

Funds holding: 254253 (-1)

1.11% less ownership

Funds ownership: 87.61%86.5% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
253
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
99
Reduced
95
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
176
Tortoise Investment Management
New York
$302K
PWM
177
Penobscot Wealth Management
Maine
$300K +$42.6K +1,071 +18%
KLI
178
Kelman-Lazarov Inc
Tennessee
$286K
RW
179
Rede Wealth
Virginia
$281K -$12.5K -315 -4%
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$279K -$7.6K -191 -3%
FA
181
Fountainhead AM
New Jersey
$275K -$24.9K -626 -9%
Betterment LLC
182
Betterment LLC
New York
$272K +$258K +6,480 New
LWA
183
Lifelong Wealth Advisors
Minnesota
$267K
KAS
184
Kestra Advisory Services
Texas
$264K -$116K -2,915 -32%
RZH
185
Relyea Zuckerberg Hanson
Connecticut
$264K -$28.7K -720 -10%
RP
186
Riverwater Partners
Wisconsin
$261K +$248K +6,230 New
TWC
187
TD Waterhouse Canada
Ontario, Canada
$257K +$15K +376 +7%
WWM
188
Western Wealth Management
Colorado
$256K -$398 -10 -0.2%
ECM
189
Evergreen Capital Management
Washington
$247K -$19.9K -500 -8%
APP
190
Avantax Planning Partners
Iowa
$246K -$207K -5,192 -47%
PWM
191
Perigon Wealth Management
California
$243K -$5.45K -137 -2%
MCM
192
MAI Capital Management
Ohio
$239K +$4.7K +118 +2%
HP
193
Hilltop Partners
Indiana
$237K +$225K +5,646 New
BCI
194
Brinker Capital Investments
Pennsylvania
$230K -$3.18K -80 -1%
CAM
195
Carret Asset Management
New York
$228K
AWS
196
Atria Wealth Solutions
New York
$226K +$214K +5,386 New
DWM
197
Denver Wealth Management
Colorado
$225K +$213K +5,360 New
Comerica Bank
198
Comerica Bank
Texas
$218K +$79.6K +2,000 +62%
RF
199
RHS Financial
California
$215K -$57.1K -1,435 -22%
ACP
200
Argyle Capital Partners
California
$211K

NULV Hedge Fund Activity: Q2 2025 in Review

253 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2025, worth a combined $1.5B — up 2.6% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NULV positions and 14 closed out — a net gain of 1 holder — while 99 added to existing stakes and 95 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $17.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $22.6M.

  • 253 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2025, down from 254 in Q1 2025.
  • Funds reported $1.5B of Nuveen ESG Large-Cap Value ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2025 and 14 closed out, a net change of +1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $17.2M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.