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Nuveen ESG Large-Cap Value ETF
NULV

234 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, 86 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

3% more funds holding

Funds holding: 227 → 234 (+7)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.04% more ownership

Funds ownership: 86.54% → 86.57% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
25
Increased
86
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Forefront Analytics
Pennsylvania
+$10.9M
2
Morgan Stanley
Morgan Stanley
New York
+$4.65M
3
CNBT
Canandaigua National Bank & Trust
New York
+$2.19M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.16M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.05M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.68M
2
GAA
Global Assets Advisory
Florida
-$2.58M
3
3AM
3EDGE Asset Management
Florida
-$2.55M
4
Bank of America
Bank of America
North Carolina
-$2.27M
5
ASN
Advisory Services Network
Georgia
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
ME
201
McIlrath & Eck
Washington
$82.3K – – –
VAG
202
VisionPoint Advisory Group
Texas
$82K +$718 +19 +0.9%
MIA
203
Milestone Investment Advisors
Wisconsin
$77.8K +$75.6K +2,002 +3,452%
CFD
204
Creative Financial Designs
Indiana
$73.8K -$1.21K -32 -2%
AIM
205
Anchor Investment Management
South Carolina
$55.1K +$55.1K +1,458 New
Citigroup
206
Citigroup
New York
$47.9K +$44.1K +1,167 +1,167%
CTA
207
Colonial Trust Advisors
South Carolina
$41.6K – – –
FRA
208
Front Row Advisors
California
$39.9K +$39.9K +1,055 New
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$39K +$2.08K +55 +6%
MG
210
Mather Group
Illinois
$35.1K +$33K +873 +2,910%
IAIM
211
International Assets Investment Management
Florida
$34K +$34K +900 New
DI
212
DAGCO Inc
Ohio
$32K +$378 +10 +1%
EWA
213
EverSource Wealth Advisors
Alabama
$27.6K – – –
National Bank of Canada
214
National Bank of Canada
Quebec, Canada
$26.8K – – –
KB
215
Kimelman & Baird
New York
$25K +$25K +662 New
NCM
216
Northwest Capital Management
Oregon
$22.9K – – –
MIFH
217
Migdal Insurance & Financial Holdings
Israel
$22K – – –
FCAS
218
First Command Advisory Services
Texas
$22K +$21.9K +581 New
HNB
219
Huntington National Bank
Ohio
$21.2K – – –
OCM
220
Orion Capital Management
California
$17.8K – – –
SAM
221
Smartleaf Asset Management
Massachusetts
$17.2K – – –
EWP
222
Elevation Wealth Partners
California
$16.1K – – –
FDCDDQ
223
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.1K -$1.28M -33,779 -99%
FHA
224
First Horizon Advisors
Tennessee
$12.6K – – –
GWM
225
Geneos Wealth Management
Colorado
$10.4K – – –
7 8
9
10 11

NULV Hedge Fund Activity: Q2 2024 in Review

234 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2024, worth a combined $1.37B — down 2.5% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULV positions and 16 closed out — a net gain of 9 holders — while 86 added to existing stakes and 84 trimmed.

The largest buyer was Forefront Analytics, adding an estimated $10.9M. The largest seller was UBS Group, cutting an estimated $2.68M.

  • 234 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2024, up from 227 in Q1 2024.
  • Funds reported $1.37B of Nuveen ESG Large-Cap Value ETF stock for Q2 2024, down 2.5% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2024 and 16 closed out, a net change of +9 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2024 was Forefront Analytics, an estimated $10.9M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2024 was UBS Group, an estimated $2.68M sold.

Based on aggregated 13F filings for Q2 2024.