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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

232 hedge funds and large institutions have $1.37B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 84 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+7
Holders Change %
+3.11%
% of All Funds
3.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
84
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Forefront Analytics
Pennsylvania
$26M
2
Morgan Stanley
Morgan Stanley
New York
$42.4M
3
CNBT
Canandaigua National Bank & Trust
New York
$2.19M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$12.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$26.3M
2
GAA
Global Assets Advisory
Florida
$0
3
3AM
3EDGE Asset Management
Florida
$1.2M
4
Bank of America
Bank of America
North Carolina
$537M
5
ASN
Advisory Services Network
Georgia
$709K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
201
Milestone Investment Advisors
Wisconsin
$77.8K +$75.7K +2,002 +3,452%
CFD
202
Creative Financial Designs
Indiana
$73.8K -$1.21K -32 -2%
AIM
203
Anchor Investment Management
South Carolina
$55.1K +$55.1K +1,458 New
Citigroup
204
Citigroup
New York
$47.9K +$44.1K +1,167 +1,167%
CTA
205
Colonial Trust Advisors
South Carolina
$41.6K – – –
FRA
206
Front Row Advisors
California
$39.9K +$39.9K +1,055 New
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$39K +$2.07K +55 +6%
MG
208
Mather Group
Illinois
$35.1K +$33.9K +873 +2,910%
IAIM
209
International Assets Investment Management
Florida
$34K +$34K +900 New
DI
210
DAGCO Inc
Ohio
$32K +$378 +10 +1%
EWA
211
EverSource Wealth Advisors
Alabama
$27.6K – – –
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$26.8K – – –
KB
213
Kimelman & Baird
New York
$25K +$25K +662 New
NCM
214
Northwest Capital Management
Oregon
$22.9K – – –
MIFH
215
Migdal Insurance & Financial Holdings
Israel
$22K – – –
FCAS
216
First Command Advisory Services
Texas
$22K +$22K +581 New
HNB
217
Huntington National Bank
Ohio
$21.2K – – –
OCM
218
Orion Capital Management
California
$17.8K – – –
SAM
219
Smartleaf Asset Management
Massachusetts
$17.2K – – –
EWP
220
Elevation Wealth Partners
California
$16.1K – – –
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K -$1.28M -33,779 -99%
FHA
222
First Horizon Advisors
Tennessee
$12.6K – – –
GWM
223
Geneos Wealth Management
Colorado
$10.4K – – –
CA
224
Continuum Advisory
Idaho
$9.9K – – –
PS
225
Principal Securities
Iowa
$8.69K +$378 +10 +5%
6 7 8
9
10