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Nuveen ESG Large-Cap Value ETF

256 hedge funds and large institutions have $1.56B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

1% more funds holding

Funds holding: 253256 (+3)

4% more capital invested

Capital invested by funds: $1.5B → $1.56B (+$66.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.33% less ownership

Funds ownership: 86.5%85.17% (-1.3%)

Holders
256
Holders Change
+3
Holders Change %
+1.19%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
94
Reduced
80
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
176
Trek Financial
Arizona
$311K -$11.6K -271 -4%
CAMV
177
Concord Asset Management (Virginia)
Virginia
$309K -$245K -5,739 -45%
KLI
178
Kelman-Lazarov Inc
Tennessee
$299K
MCM
179
MAI Capital Management
Ohio
$294K +$42.8K +1,003 +18%
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$292K
TIM
181
Tortoise Investment Management
New York
$290K -$25.6K -600 -8%
FA
182
Fountainhead AM
New Jersey
$287K -$768 -18 -0.3%
PWM
183
Perigon Wealth Management
California
$286K +$31.6K +740 +13%
MA
184
Mutual Advisors
Nebraska
$282K +$272K +6,370 New
LWA
185
Lifelong Wealth Advisors
Minnesota
$280K
TWP
186
Triad Wealth Partners
Kansas
$279K +$271K +6,361 New
VPF
187
Vantage Point Financial
Illinois
$279K +$271K +6,361 New
AFG
188
Atomi Financial Group
New York
$278K +$270K +6,338 New
RZH
189
Relyea Zuckerberg Hanson
Connecticut
$276K
BCI
190
Brinker Capital Investments
Pennsylvania
$275K +$33.5K +785 +14%
RP
191
Riverwater Partners
Wisconsin
$275K +$1.49K +35 +0.6%
WWM
192
Western Wealth Management
Colorado
$274K +$6.36K +149 +2%
TWC
193
TD Waterhouse Canada
Ontario, Canada
$270K
ECM
194
Evergreen Capital Management
Washington
$259K
APP
195
Avantax Planning Partners
Iowa
$257K
HP
196
Hilltop Partners
Indiana
$246K -$1.54K -36 -0.6%
HCA
197
Harpswell Capital Advisors
Maine
$243K +$237K +5,546 New
CAM
198
Carret Asset Management
New York
$239K
DWM
199
Denver Wealth Management
Colorado
$237K +$1.75K +41 +0.8%
BCG
200
Breakwater Capital Group
New Jersey
$236K +$230K +5,382 New