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Nuveen ESG Large-Cap Value ETF

33 hedge funds and large institutions have $43.4M invested in Nuveen ESG Large-Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

50% more funds holding

Funds holding: 2233 (+11)

21% more capital invested

Capital invested by funds: $35.9M → $43.4M (+$7.57M)

14.69% less ownership

Funds ownership: 72.16%57.47% (-15%)

Holders
33
Holders Change
+11
Holders Change %
+50%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$22M -$6.89M -242,800 -24%
Morgan Stanley
2
Morgan Stanley
New York
$5.76M +$2.3M +81,262 +71%
UBS Group
3
UBS Group
Switzerland
$3.7M +$530K +18,701 +17%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$2.18M
Bank of America
5
Bank of America
North Carolina
$1.28M +$421K +14,859 +52%
TRCT
6
Tower Research Capital (TRC)
New York
$1.16M +$675K +23,784 +152%
Jane Street
7
Jane Street
New York
$977K +$946K +33,345 New
HighTower Advisors
8
HighTower Advisors
Illinois
$869K +$143K +5,042 +21%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$806K +$529K +18,637 +210%
APP
10
Avantax Planning Partners
Iowa
$764K +$739K +26,070 New
FAAS
11
First Allied Advisory Services
California
$694K
UB
12
UMB Bank
Missouri
$538K +$521K +18,364 New
LPL Financial
13
LPL Financial
California
$397K +$113K +3,994 +42%
HA
14
Harborview Advisors
Maine
$270K +$25.6K +904 +11%
PAG
15
Private Advisor Group
New Jersey
$269K +$260K +9,178 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$256K +$248K +8,727 New
CAN
17
Cetera Advisor Networks
California
$247K +$15.1K +532 +7%
KLI
18
Kelman-Lazarov Inc
Tennessee
$219K +$212K +7,477 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$214K +$10.7K +377 +5%
SFSG
20
Stearns Financial Services Group
North Carolina
$178K +$74.6K +2,630 +77%
CFA
21
Carroll Financial Associates
North Carolina
$153K -$28.6K -1,008 -16%
Bessemer Group
22
Bessemer Group
New Jersey
$150K
BCI
23
Brinker Capital Investments
Pennsylvania
$77K +$5.28K +186 +8%
WP
24
WealthShield Partners
North Carolina
$61K +$58.7K +2,071 New
AF
25
Advisornet Financial
Minnesota
$44K +$42.5K +1,500 New