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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

247 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, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+9
Holders Change %
+3.78%
% of All Funds
3.29%
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
69
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$78.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$40.4M
4
FEG
Fund Evaluation Group
Ohio
$8.53M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$17.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$534M
2
Corient Private Wealth
Corient Private Wealth
Florida
$4.97M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$35.5M
4
SA
Stewardship Advisors
Pennsylvania
$901K
5
AAS
Ameritas Advisory Services
Nebraska
$6.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
201
Bessemer Group
New Jersey
$157K -$5.11K -130 -3%
AAP
202
Arax Advisory Partners
Colorado
$145K +$145K +3,688 New
MG
203
Mather Group
Illinois
$143K – – –
BFPW
204
BOK Financial Private Wealth
Colorado
$139K – – –
KFP
205
Keener Financial Planning
Texas
$137K -$5.81K -148 -4%
GRP
206
Global Retirement Partners
California
$129K +$38.9K +989 +43%
CA
207
CoreCap Advisors
Michigan
$121K – – –
FFA
208
Farther Finance Advisors
California
$111K -$1.42K -36 -1%
WTFG
209
Wood Tarver Financial Group
Idaho
$102K +$102K +2,592 New
CIA
210
Cape Investment Advisory
Georgia
$102K – – –
SFG
211
Stonebridge Financial Group
Pennsylvania
$101K +$101K +2,572 New
VAG
212
VisionPoint Advisory Group
Texas
$96.2K – – –
KFI
213
Key Financial Inc
Pennsylvania
$90.6K -$55.5K -1,410 -38%
ME
214
McIlrath & Eck
Washington
$85.7K – – –
PTC
215
Private Trust Company
Ohio
$84.4K +$4.33K +110 +5%
HC
216
Hurley Capital
New York
$81.2K +$81.2K +2,050 New
MIA
217
Milestone Investment Advisors
Wisconsin
$81.1K – – –
CFD
218
Creative Financial Designs
Indiana
$76.9K – – –
ACA
219
Aptus Capital Advisors
Alabama
$71K +$7.21K +183 +11%
MEG
220
Millstone Evans Group
Colorado
$57.2K +$57.2K +1,454 New
NCM
221
Northwest Capital Management
Oregon
$56.9K +$33K +838 +138%
AWM
222
AE Wealth Management
Kansas
$46.1K +$46.1K +1,172 New
NWMP
223
Noble Wealth Management PBC
Colorado
$45.9K +$45.9K +1,166 New
FRA
224
Front Row Advisors
California
$45.5K – – –
IRC
225
Investors Research Corp
Georgia
$43.4K +$22.9K +581 +111%
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