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Nuveen ESG Large-Cap Value ETF

240 hedge funds and large institutions have $1.52B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

3% more funds holding

Funds holding: 234240 (+6)

0.4% more ownership

Funds ownership: 86.57%86.97% (+0.4%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
96
Reduced
81
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
201
Keener Financial Planning
Texas
$151K
BFPW
202
BOK Financial Private Wealth
Colorado
$147K -$110K -2,770 -44%
CA
203
CoreCap Advisors
Michigan
$128K +$12.4K +312 +11%
FFA
204
Farther Finance Advisors
California
$120K
Citigroup
205
Citigroup
New York
$119K +$63K +1,592 +126%
CIA
206
Cape Investment Advisory
Georgia
$108K +$103K +2,590 New
VAG
207
VisionPoint Advisory Group
Texas
$102K +$11K +279 +13%
GRP
208
Global Retirement Partners
California
$95.7K -$7.96K -201 -8%
ACA
209
Atlas Capital Advisors
Wyoming
$95.3K
ME
210
McIlrath & Eck
Washington
$90.8K
TFM
211
TFC Financial Management
Massachusetts
$87.5K +$83.1K +2,098 New
MIA
212
Milestone Investment Advisors
Wisconsin
$85.9K
PTC
213
Private Trust Company
Ohio
$84.9K -$81.2K -2,050 -50%
CFD
214
Creative Financial Designs
Indiana
$81.4K
ACA
215
Aptus Capital Advisors
Alabama
$67.6K +$64.2K +1,621 New
JIP
216
Jaffetilchin Investment Partners
Florida
$52.7K +$50K +1,263 New
FRA
217
Front Row Advisors
California
$48.2K +$3.96K +100 +9%
CTA
218
Colonial Trust Advisors
South Carolina
$45.9K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$43K
DI
220
DAGCO Inc
Ohio
$35.9K +$475 +12 +1%
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$29.7K
KB
222
Kimelman & Baird
New York
$27.6K
NCM
223
Northwest Capital Management
Oregon
$25.3K
MIFH
224
Migdal Insurance & Financial Holdings
Israel
$24K
IRC
225
Investors Research Corp
Georgia
$21.8K +$19.4K +491 +1,584%

NULV Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2024, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NULV positions and 9 closed out — a net gain of 8 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.97M. The largest seller was Bank of America, cutting an estimated $9.02M.

  • 240 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $1.52B of Nuveen ESG Large-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.97M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2024.