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Nuveen ESG Large-Cap Value ETF
NULV

22 hedge funds and large institutions have $38.9M invested in Nuveen ESG Large-Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

38% more funds holding

Funds holding: 16 → 22 (+6)

15% more capital invested

Capital invested by funds: $33.8M → $38.9M (+$5.13M)

4.75% less ownership

Funds ownership: 87.66% → 82.92% (-4.7%)

Holders
22
Holders Change
+6
Holders Change %
+37.5%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$29.7M
2
UBS Group
UBS Group
Switzerland
+$1.39M
3
Jane Street
Jane Street
New York
+$1.35M
4
Morgan Stanley
Morgan Stanley
New York
+$356K
5
UB
UMB Bank
Missouri
+$222K

Top Sellers

Rank Fund Capital Flow
1
TA
Teachers Advisors
New York
-$28.3M
2
TRCT
Tower Research Capital (TRC)
New York
-$819K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
1
Nuveen
North Carolina
$30M +$29.7M +992,800 New
UBS Group
2
UBS Group
Switzerland
$2.9M +$1.39M +46,273 +94%
Jane Street
3
Jane Street
New York
$1.37M +$1.35M +45,181 New
FAAS
4
First Allied Advisory Services
California
$747K +$46.8K +1,563 +7%
Bank of America
5
Bank of America
North Carolina
$725K +$170K +5,667 +31%
HighTower Advisors
6
HighTower Advisors
Illinois
$635K +$9.43K +315 +2%
TRCT
7
Tower Research Capital (TRC)
New York
$496K -$819K -27,350 -63%
Morgan Stanley
8
Morgan Stanley
New York
$459K +$356K +11,884 +362%
LPL Financial
9
LPL Financial
California
$302K +$24.7K +825 +9%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$291K +$10.1K +337 +4%
UB
11
UMB Bank
Missouri
$225K +$222K +7,422 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$210K +$208K +6,948 New
CFA
13
Carroll Financial Associates
North Carolina
$188K – – –
Bessemer Group
14
Bessemer Group
New Jersey
$155K – – –
SWP
15
Stratos Wealth Partners
Ohio
$33K +$32.2K +1,075 New
CI
16
CX Institutional
Indiana
$29K +$14.2K +473 +99%
CT
17
CPF Texas
Texas
$28K +$28K +934 New
IA
18
IFP Advisors
Florida
$21K – – –
FANJ
19
Financial Architects (New Jersey)
New Jersey
$18K – – –
MIFH
20
Migdal Insurance & Financial Holdings
Israel
$17K – – –
AG
21
Advisor Group
Arizona
$5K +$4.94K +165 New
BCI
22
Brinker Capital Investments
Pennsylvania
$2K +$1.38K +46 +329%
TA
23
Teachers Advisors
New York
– -$28.3M -992,800 Closed

NULV Hedge Fund Activity: Q3 2018 in Review

22 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2018, worth a combined $38.9M — up 15% from $33.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NULV positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $29.7M. The largest seller was Teachers Advisors, exiting entirely with an estimated $28.3M sold.

  • 22 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2018, up from 16 in Q2 2018.
  • Funds reported $38.9M of Nuveen ESG Large-Cap Value ETF stock for Q3 2018, up 15% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2018 and 1 closed out, a net change of +6 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2018 was Nuveen, an estimated $29.7M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2018 was Teachers Advisors, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2018.