Nuveen ESG Large-Cap Value ETF
NULV
10 hedge funds and large institutions have $3.04M invested in Nuveen ESG Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
71.18% less ownership
Funds ownership: 79.84% → 8.65% (-71%)
90% less capital invested
Capital invested by funds: $31.9M → $3.04M (-$28.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.05M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$149K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$135K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.36K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$407 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
-$28.4M |
| 2 |
Jane Street
New York
|
-$1.42M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$303K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
UBS Group
Zurich,
Switzerland
| $1.02M | +$1.05M | +36,202 | New |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $522K | +$4.36K | +150 | +0.8% |
|
|
FAAS
3
First Allied Advisory Services
San Diego,
California
| $445K | -$83K | -2,857 | -15% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $399K | +$135K | +4,631 | +48% |
|
|
TRCT
5
Tower Research Capital (TRC)
New York
| $281K | -$303K | -10,422 | -51% |
|
|
CFA
6
Carroll Financial Associates
Charlotte,
North Carolina
| $175K | – | – | – |
|
|
7
Bessemer Group
Woodbridge,
New Jersey
| $144K | +$149K | +5,128 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $43K | – | – | – |
|
|
MIFH
9
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
| $16K | – | – | – |
|
|
TIAAOA
10
Teachers Insurance & Annuity Association of America
New York
| – | -$28.4M | -992,800 | Closed |
|
|
11
Jane Street
New York
| – | -$1.42M | -49,569 | Closed |
|
|
BCI
12
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$407 | +14 | New |
|
NULV Hedge Fund Activity: Q1 2018 in Review
10 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2018, worth a combined $3.04M — down 90% from $31.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NULV positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $1.05M. The largest seller was Teachers Insurance & Annuity Association of America, exiting entirely with an estimated $28.4M sold.
- 10 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2018, up from 9 in Q4 2017.
- Funds reported $3.04M of Nuveen ESG Large-Cap Value ETF stock for Q1 2018, down 90% quarter-over-quarter.
- 3 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2018 and 2 closed out, a net change of +1 holder.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2018 was UBS Group, an estimated $1.05M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2018 was Teachers Insurance & Annuity Association of America, an estimated $28.4M sold.
Based on aggregated 13F filings for Q1 2018.