Nuveen ESG Large-Cap Value ETF
NULV
197 hedge funds and large institutions have $1.28B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 97 increasing their positions, 55 reducing their positions, and 10 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 55
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
2.92% more ownership
Funds ownership: 80.06% → 82.99% (+2.9%)
2% more funds holding
Funds holding: 193 → 197 (+4)
4% more capital invested
Capital invested by funds: $1.23B → $1.28B (+$44.2M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$38M |
| 2 |
JP Morgan Chase
New York
|
+$28.5M |
| 3 |
OBWP
O'Brien Wealth Partners
Waltham,
Massachusetts
|
+$6.17M |
| 4 |
MD
Money Design
Tokyo,
Japan
|
+$5.8M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$16M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.12M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$5.28M |
| 4 |
DC
DeDora Capital
Napa,
California
|
-$5.21M |
| 5 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$3.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GG
201
GenWealth Group
Maplewood,
New Jersey
| – | -$592K | -17,276 | Closed |
|
|
AA
202
Aire Advisors
Beverly Hills,
California
| – | -$308K | -8,982 | Closed |
|
|
PO
203
Private Ocean
San Rafael,
California
| – | -$110K | -3,198 | Closed |
|
204
Creative Planning
Overland Park,
Kansas
| – | -$92.5K | -2,702 | Closed |
|
|
USCWA
205
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$42.5K | -1,240 | Closed |
|
|
PFC
206
Phocas Financial Corp
Alameda,
California
| – | -$14.6K | -425 | Closed |
|
|
IGWM
207
ICA Group Wealth Management
Denver,
Colorado
| – | -$14.2K | -414 | Closed |
|
|
AC
208
AlphaCore Capital
La Jolla,
California
| – | -$34 | -1 | Closed |
|
NULV Hedge Fund Activity: Q1 2023 in Review
197 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2023, worth a combined $1.28B — up 3.6% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NULV positions and 10 closed out — a net gain of 7 holders — while 97 added to existing stakes and 55 trimmed.
The largest buyer was Bank of America, adding an estimated $38M. The largest seller was Forefront Analytics, cutting an estimated $16M.
- 197 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2023, up from 193 in Q4 2022.
- Funds reported $1.28B of Nuveen ESG Large-Cap Value ETF stock for Q1 2023, up 3.6% quarter-over-quarter.
- 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2023 and 10 closed out, a net change of +7 holders.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2023 was Bank of America, an estimated $38M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2023 was Forefront Analytics, an estimated $16M sold.
Based on aggregated 13F filings for Q1 2023.