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Nuveen ESG Large-Cap Value ETF
NULV

220 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more funds holding

Funds holding: 203 → 220 (+17)

7% more capital invested

Capital invested by funds: $1.21B → $1.3B (+$87.4M)

4.12% more ownership

Funds ownership: 83.52% → 87.64% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

26% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 92

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$26.3M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
+$16.1M
3
RWP
RWA Wealth Partners
Massachusetts
+$5.19M
4
BCAM
Boston Common Asset Management
Massachusetts
+$2.33M
5
3AM
3EDGE Asset Management
Florida
+$2.26M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
2
Bank of America
Bank of America
North Carolina
-$13.5M
3
LWP
Laurel Wealth Planning
Minnesota
-$9.65M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$5.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
201
Westside Investment Management
California
$34.1K – – –
FCG
202
Financial Connections Group
California
$28K -$37.6K -1,100 -58%
EWA
203
EverSource Wealth Advisors
Alabama
$24.9K – – –
NCM
204
Northwest Capital Management
Oregon
$21.8K – – –
MIFH
205
Migdal Insurance & Financial Holdings
Israel
$21K – – –
MIA
206
Milestone Investment Advisors
Wisconsin
$20.2K +$410 +12 +2%
SAM
207
Smartleaf Asset Management
Massachusetts
$16.3K +$15.5K +454 New
GWM
208
Geneos Wealth Management
Colorado
$16.1K -$5.06K -148 -25%
EWP
209
Elevation Wealth Partners
California
$14.3K +$14.5K +425 New
TRCT
210
Tower Research Capital (TRC)
New York
$14.3K -$1.09M -31,808 -99%
FHA
211
First Horizon Advisors
Tennessee
$12K +$1.88K +55 +20%
Citigroup
212
Citigroup
New York
$8.98K – – –
PS
213
Principal Securities
Iowa
$7.54K +$7.17K +210 New
CHA
214
Carmichael Hill & Associates
Maryland
$7.08K – – –
AWM
215
AllSquare Wealth Management
New York
$5.6K – – –
NC
216
NewSquare Capital
Pennsylvania
$4.38K -$2.08K -61 -33%
DFA
217
DHJJ Financial Advisors
Illinois
$4K +$102 +3 +3%
IA
218
IFP Advisors
Florida
$2.15K – – –
MIM
219
Macroview Investment Management
Maryland
$778 +$34 +1 +5%
DF
220
Dunhill Financial
United Kingdom
$108 +$102 +3 New
Goldman Sachs
221
Goldman Sachs
New York
– -$1.21M -35,967 Closed
Citadel Advisors
222
Citadel Advisors
Florida
– -$1.17M -34,704 Closed
FTUS
223
Flow Traders U.S.
New York
– -$825K -24,571 Closed
RCS
224
Retirement Capital Strategies
California
– -$575K -17,115 Closed
DAS
225
Dynamic Advisor Solutions
Arizona
– -$491K -14,615 Closed
6 7 8
9
10

NULV Hedge Fund Activity: Q4 2023 in Review

220 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2023, worth a combined $1.3B — up 7.2% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NULV positions and 13 closed out — a net gain of 21 holders — while 68 added to existing stakes and 92 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26.3M. The largest seller was JP Morgan Chase, cutting an estimated $15.3M.

  • 220 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2023, up from 203 in Q3 2023.
  • Funds reported $1.3B of Nuveen ESG Large-Cap Value ETF stock for Q4 2023, up 7.2% quarter-over-quarter.
  • 34 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2023 and 13 closed out, a net change of +21 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2023 was Morgan Stanley, an estimated $26.3M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2023 was JP Morgan Chase, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2023.