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Nuveen ESG Large-Cap Value ETF

253 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, 79 increasing their positions, 107 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

26% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Occidental Asset Management
California
$203K
Bessemer Group
202
Bessemer Group
New Jersey
$162K
MG
203
Mather Group
Illinois
$147K
KFP
204
Keener Financial Planning
Texas
$143K
Comerica Bank
205
Comerica Bank
Texas
$130K
PA
206
Parallel Advisors
California
$130K
WTFG
207
Wood Tarver Financial Group
Idaho
$105K
CIA
208
Cape Investment Advisory
Georgia
$105K
William Blair & Company
209
William Blair & Company
Illinois
$98.3K
SFG
210
Stonebridge Financial Group
Pennsylvania
$97K
MIA
211
Milestone Investment Advisors
Wisconsin
$95.3K
KFI
212
Key Financial Inc
Pennsylvania
$93.2K
ME
213
McIlrath & Eck
Washington
$88.1K
PTC
214
Private Trust Company
Ohio
$86.9K
DI
215
DAGCO Inc
Ohio
$86.9K
CA
216
CoreCap Advisors
Michigan
$79.2K
CFD
217
Creative Financial Designs
Indiana
$76K
ACA
218
Aptus Capital Advisors
Alabama
$73.1K
IRC
219
Investors Research Corp
Georgia
$64.8K
MEG
220
Millstone Evans Group
Colorado
$58.9K
NCM
221
Northwest Capital Management
Oregon
$58.5K
ACA
222
Atlas Capital Advisors
Wyoming
$55.5K
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$49.4K
FRA
224
Front Row Advisors
California
$46.8K
CTA
225
Colonial Trust Advisors
South Carolina
$44.5K