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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

238 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, 80 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
3.44%
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
80
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.5M
2
Corient Private Wealth
Corient Private Wealth
Florida
$10.9M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$163M
4
Lido Advisors
Lido Advisors
California
$11.5M
5
BPA
Beacon Pointe Advisors
California
$9.98M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$584M
2
APP
Avantax Planning Partners
Iowa
$523K
3
FEG
Fund Evaluation Group
Ohio
$6.97M
4
GS
GTS Securities
New York
$0
5
UBS Group
UBS Group
Switzerland
$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
CoreCap Advisors
Michigan
$128K +$13K +312 +11%
FFA
202
Farther Finance Advisors
California
$120K – – –
Citigroup
203
Citigroup
New York
$119K +$66.4K +1,592 +126%
CIA
204
Cape Investment Advisory
Georgia
$108K +$108K +2,590 New
VAG
205
VisionPoint Advisory Group
Texas
$102K +$11.6K +279 +13%
GRP
206
Global Retirement Partners
California
$95.7K -$8.39K -201 -8%
ACA
207
Atlas Capital Advisors
Wyoming
$95.3K – – –
ME
208
McIlrath & Eck
Washington
$90.8K – – –
TFM
209
TFC Financial Management
Massachusetts
$87.5K +$87.5K +2,098 New
MIA
210
Milestone Investment Advisors
Wisconsin
$85.9K – – –
PTC
211
Private Trust Company
Ohio
$84.9K -$85.5K -2,050 -50%
CFD
212
Creative Financial Designs
Indiana
$81.4K – – –
ACA
213
Aptus Capital Advisors
Alabama
$67.6K +$67.6K +1,621 New
JIP
214
Jaffetilchin Investment Partners
Florida
$52.7K +$52.7K +1,263 New
FRA
215
Front Row Advisors
California
$48.2K +$4.17K +100 +9%
CTA
216
Colonial Trust Advisors
South Carolina
$45.9K – – –
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$43K – – –
DI
218
DAGCO Inc
Ohio
$35.9K +$501 +12 +1%
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$29.7K – – –
KB
220
Kimelman & Baird
New York
$27.6K – – –
NCM
221
Northwest Capital Management
Oregon
$25.3K – – –
MIFH
222
Migdal Insurance & Financial Holdings
Israel
$24K – – –
IRC
223
Investors Research Corp
Georgia
$21.8K +$20.5K +491 +1,584%
HNB
224
Huntington National Bank
Ohio
$21.4K -$21.2K – –
SAM
225
Smartleaf Asset Management
Massachusetts
$18.9K – – –
6 7 8
9
10