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Nuveen ESG Large-Cap Value ETF

249 hedge funds and large institutions have $1.45B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

60% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 70

4% more funds holding

Funds holding: 240249 (+9)

1.97% more ownership

Funds ownership: 86.97%88.94% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.52B → $1.45B (-$73.8M)

Holders
249
Holders Change
+9
Holders Change %
+3.75%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
112
Reduced
70
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
201
TD Waterhouse Canada
Ontario, Canada
$185K -$3.57K -86 -2%
MDCM
202
Morgan Dempsey Capital Management
Wisconsin
$184K +$18.4K +444 +10%
Bessemer Group
203
Bessemer Group
New Jersey
$157K -$5.4K -130 -3%
AAP
204
Arax Advisory Partners
Colorado
$145K +$153K +3,688 New
MG
205
Mather Group
Illinois
$143K
BFPW
206
BOK Financial Private Wealth
Colorado
$139K
KFP
207
Keener Financial Planning
Texas
$137K -$6.14K -148 -4%
GRP
208
Global Retirement Partners
California
$129K +$41.1K +989 +43%
CA
209
CoreCap Advisors
Michigan
$121K
FFA
210
Farther Finance Advisors
California
$111K -$1.5K -36 -1%
WTFG
211
Wood Tarver Financial Group
Idaho
$102K +$108K +2,592 New
CIA
212
Cape Investment Advisory
Georgia
$102K
SFGP
213
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$101K +$107K +2,572 New
VAG
214
VisionPoint Advisory Group
Texas
$96.2K
KFI
215
Key Financial Inc
Pennsylvania
$90.6K -$58.5K -1,410 -38%
ME
216
McIlrath & Eck
Washington
$85.7K
PTC
217
Private Trust Company
Ohio
$84.4K +$4.57K +110 +5%
HC
218
Hurley Capital
New York
$81.2K +$85.1K +2,050 New
MIA
219
Milestone Investment Advisors
Wisconsin
$81.1K
CFD
220
Creative Financial Designs
Indiana
$76.8K
ACA
221
Aptus Capital Advisors
Alabama
$71K +$7.6K +183 +11%
MEG
222
Millstone Evans Group
Colorado
$57.2K +$60.4K +1,454 New
NCM
223
Northwest Capital Management
Oregon
$56.9K +$34.8K +838 +138%
AWM
224
AE Wealth Management
Kansas
$46.1K +$48.7K +1,172 New
NWMP
225
Noble Wealth Management PBC
Colorado
$45.9K +$48.4K +1,166 New

NULV Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2024, worth a combined $1.45B — down 4.9% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 17 closed out — a net gain of 13 holders — while 112 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19.8M. The largest seller was Bank of America, cutting an estimated $17.7M.

  • 249 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2024, up from 240 in Q3 2024.
  • Funds reported $1.45B of Nuveen ESG Large-Cap Value ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2024 and 17 closed out, a net change of +13 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $19.8M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2024 was Bank of America, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.