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Nuveen ESG Large-Cap Value ETF

254 hedge funds and large institutions have $1.46B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 249254 (+5)

1% more capital invested

Capital invested by funds: $1.45B → $1.46B (+$10.1M)

1.33% less ownership

Funds ownership: 88.94%87.61% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
80
Reduced
107
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
201
Argyle Capital Partners
California
$204K +$205K +5,045 New
OAM
202
Occidental Asset Management
California
$203K -$17.7K -436 -8%
Bessemer Group
203
Bessemer Group
New Jersey
$162K
MG
204
Mather Group
Illinois
$147K
KFP
205
Keener Financial Planning
Texas
$143K +$2.56K +63 +2%
Comerica Bank
206
Comerica Bank
Texas
$130K +$130K +3,208 New
PA
207
Parallel Advisors
California
$130K +$130K +3,200 New
WTFG
208
Wood Tarver Financial Group
Idaho
$105K
CIA
209
Cape Investment Advisory
Georgia
$105K
William Blair & Company
210
William Blair & Company
Illinois
$98.3K +$98.5K +2,428 New
SFGP
211
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$97K -$7.14K -176 -7%
MIA
212
Milestone Investment Advisors
Wisconsin
$95.3K +$11.9K +294 +14%
KFI
213
Key Financial Inc
Pennsylvania
$93.2K
ME
214
McIlrath & Eck
Washington
$88.1K
PTC
215
Private Trust Company
Ohio
$86.9K
DI
216
DAGCO Inc
Ohio
$86.9K +$87K +2,145 New
CA
217
CoreCap Advisors
Michigan
$79.2K -$45.2K -1,114 -36%
CFD
218
Creative Financial Designs
Indiana
$76K -$3K -74 -4%
ACA
219
Aptus Capital Advisors
Alabama
$73.1K
IRC
220
Investors Research Corp
Georgia
$64.8K +$20.2K +497 +45%
MEG
221
Millstone Evans Group
Colorado
$58.9K
NCM
222
Northwest Capital Management
Oregon
$58.5K
ACA
223
Atlas Capital Advisors
Wyoming
$55.5K -$1.54M -37,962 -97%
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$49.4K +$49.4K +1,219 New
FRA
225
Front Row Advisors
California
$46.8K

NULV Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2025, worth a combined $1.46B — up 0.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NULV positions and 17 closed out — a net gain of 7 holders — while 80 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.07M. The largest seller was Money Design, cutting an estimated $13M.

  • 254 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2025, up from 249 in Q4 2024.
  • Funds reported $1.46B of Nuveen ESG Large-Cap Value ETF stock for Q1 2025, up 0.7% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2025 and 17 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2025 was LPL Financial, an estimated $9.07M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2025 was Money Design, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.