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Nuveen ESG Large-Cap Value ETF

253 hedge funds and large institutions have $1.5B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 99 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

4% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 95

3% more capital invested

Capital invested by funds: $1.46B → $1.5B (+$38.7M)

0% less funds holding

Funds holding: 254253 (-1)

1.11% less ownership

Funds ownership: 87.61%86.5% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
253
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
99
Reduced
95
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Occidental Asset Management
California
$211K +$796 +20 +0.4%
SA
202
Stewardship Advisors
Pennsylvania
$208K -$10.4K -261 -5%
SFG
203
Snider Financial Group
Washington
$205K +$194K +4,882 New
OFS
204
OneAscent Financial Services
Alabama
$202K +$192K +4,814 New
MDCM
205
Morgan Dempsey Capital Management
Wisconsin
$194K -$37.5K -942 -17%
Bessemer Group
206
Bessemer Group
New Jersey
$168K
CFS
207
CGC Financial Services
Oregon
$155K -$6.01M -150,976 -98%
AAP
208
Arax Advisory Partners
Colorado
$155K -$147K -3,688 -50%
KFP
209
Keener Financial Planning
Texas
$149K
GRP
210
Global Retirement Partners
California
$138K +$131K +3,283 New
PA
211
Parallel Advisors
California
$134K
CIA
212
Cape Investment Advisory
Georgia
$130K +$20.2K +507 +20%
WTFG
213
Wood Tarver Financial Group
Idaho
$121K +$12.5K +313 +12%
MIA
214
Milestone Investment Advisors
Wisconsin
$115K +$15.8K +396 +17%
William Blair & Company
215
William Blair & Company
Illinois
$102K
KFI
216
Key Financial Inc
Pennsylvania
$96.4K
ME
217
McIlrath & Eck
Washington
$91.2K
DI
218
DAGCO Inc
Ohio
$90K +$119 +3 +0.1%
CA
219
CoreCap Advisors
Michigan
$82K
IRC
220
Investors Research Corp
Georgia
$79.7K +$12K +302 +19%
CFD
221
Creative Financial Designs
Indiana
$78.7K
ACA
222
Aptus Capital Advisors
Alabama
$75.6K
MEG
223
Millstone Evans Group
Colorado
$60.9K
National Bank of Canada
224
National Bank of Canada
Quebec, Canada
$58.3K +$15.1K +380 +38%
FRA
225
Front Row Advisors
California
$48.4K

NULV Hedge Fund Activity: Q2 2025 in Review

253 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2025, worth a combined $1.5B — up 2.6% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NULV positions and 14 closed out — a net gain of 1 holder — while 99 added to existing stakes and 95 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $17.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $22.6M.

  • 253 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2025, down from 254 in Q1 2025.
  • Funds reported $1.5B of Nuveen ESG Large-Cap Value ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2025 and 14 closed out, a net change of +1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $17.2M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.