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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

218 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 32 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$65.8M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
$19.6M
3
RWP
RWA Wealth Partners
Massachusetts
$5.46M
4
BCAM
Boston Common Asset Management
Massachusetts
$2.45M
5
3AM
3EDGE Asset Management
Florida
$2.38M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$55.7M
2
Bank of America
Bank of America
North Carolina
$495M
3
LWP
Laurel Wealth Planning
Minnesota
$300K
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$127M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$4.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
EverSource Wealth Advisors
Alabama
$24.9K – – –
NCM
202
Northwest Capital Management
Oregon
$21.8K – – –
MIFH
203
Migdal Insurance & Financial Holdings
Israel
$21K – – –
MIA
204
Milestone Investment Advisors
Wisconsin
$20.2K +$431 +12 +2%
SAM
205
Smartleaf Asset Management
Massachusetts
$16.3K +$16.3K +454 New
GWM
206
Geneos Wealth Management
Colorado
$16.1K -$5.32K -148 -25%
EWP
207
Elevation Wealth Partners
California
$14.3K +$14.3K +425 New
TRCT
208
Tower Research Capital (TRC)
New York
$14.3K -$1.14M -31,808 -99%
FHA
209
First Horizon Advisors
Tennessee
$12K +$1.98K +55 +20%
Citigroup
210
Citigroup
New York
$8.98K – – –
PS
211
Principal Securities
Iowa
$7.54K +$7.54K +210 New
CHA
212
Carmichael Hill & Associates
Maryland
$7.08K – – –
AWM
213
AllSquare Wealth Management
New York
$5.6K – – –
NC
214
NewSquare Capital
Pennsylvania
$4.38K -$2.19K -61 -33%
DFA
215
DHJJ Financial Advisors
Illinois
$4K +$108 +3 +3%
IA
216
IFP Advisors
Florida
$2.16K – – –
MIM
217
Macroview Investment Management
Maryland
$778 +$35 +1 +5%
DF
218
Dunhill Financial
United Kingdom
$108 +$108 +3 New
Goldman Sachs
219
Goldman Sachs
New York
– -$1.21M -35,967 Closed
Citadel Advisors
220
Citadel Advisors
Florida
– -$1.17M -34,704 Closed
FTUS
221
Flow Traders U.S.
New York
– -$825K -24,571 Closed
RCS
222
Retirement Capital Strategies
California
– -$575K -17,115 Closed
DAS
223
Dynamic Advisor Solutions
Arizona
– -$491K -14,615 Closed
Legacy Financial Group (Iowa)
224
Legacy Financial Group (Iowa)
Iowa
– -$438K -13,052 Closed
WWA
225
WCG Wealth Advisors
Nevada
– -$415K -12,365 Closed
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