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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
225
Holders Change
+7
Holders Change %
+3.21%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
97
Reduced
72
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$555M
2
FA
2
Forefront Analytics
Pennsylvania
$15.5M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$147M
4
CA
4
Cetera Advisors
Colorado
$5.24M
5
AAS
5
Ameritas Advisory Services
Nebraska
$10M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
CAM
3
Clarity Asset Management
Iowa
$5.48M
4
Lido Advisors
4
Lido Advisors
California
$7.19M
5
RCG
5
Regatta Capital Group
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
CTA
201
Colonial Trust Advisors
South Carolina
$42.7K 1,100 – –
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$38K 980 – –
FFA
203
Farther Finance Advisors
California
$37.1K 959 -372 -28%
DI
204
DAGCO Inc
Ohio
$32.6K 838 +838 New
National Bank of Canada
205
National Bank of Canada
Quebec, Canada
$27.2K 712 -670 -48%
EWA
206
EverSource Wealth Advisors
Alabama
$25.6K 693 – –
NCM
207
Northwest Capital Management
Oregon
$23.5K 606 – –
MIFH
208
Migdal Insurance & Financial Holdings
Israel
$22K 575 – –
WIM
209
Westside Investment Management
California
$19.4K 500 -450 -47%
OCM
210
Orion Capital Management
California
$18.3K 470 +470 New
SAM
211
Smartleaf Asset Management
Massachusetts
$17.6K 454 – –
EWP
212
Elevation Wealth Partners
California
$16.5K 425 – –
FHA
213
First Horizon Advisors
Tennessee
$13K 333 – –
GWM
214
Geneos Wealth Management
Colorado
$10.7K 275 -172 -38%
CA
215
Continuum Advisory
Idaho
$9.99K 262 +262 New
PS
216
Principal Securities
Iowa
$8.55K 220 +10 +5%
CHA
217
Carmichael Hill & Associates
Maryland
$7.66K 197 – –
AWM
218
AllSquare Wealth Management
New York
$6.06K 156 – –
NC
219
NewSquare Capital
Pennsylvania
$4.74K 122 – –
Citigroup
220
Citigroup
New York
$3.89K 100 -150 -60%
DFA
221
DHJJ Financial Advisors
Illinois
$2.96K 76 -35 -32%
IA
222
IFP Advisors
Florida
$2.33K 60 – –
MIA
223
Milestone Investment Advisors
Wisconsin
$2.25K 58 -504 -90%
MG
224
Mather Group
Illinois
$1.08K 30 +30 New
MIM
225
Macroview Investment Management
Maryland
$841 22 – –
6 7 8
9
10