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Nuveen ESG Large-Cap Value ETF
NULV

43 hedge funds and large institutions have $53.1M invested in Nuveen ESG Large-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

340% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 5

84% more capital invested

Capital invested by funds: $28.9M → $53.1M (+$24.2M)

19% more funds holding

Funds holding: 36 → 43 (+7)

7.21% more ownership

Funds ownership: 48.27% → 55.48% (+7.2%)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
22
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$9.73M
2
LPL Financial
LPL Financial
California
+$1.81M
3
Jane Street
Jane Street
New York
+$925K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$695K
5
APP
Avantax Planning Partners
Iowa
+$684K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$421K
2
TRCT
Tower Research Capital (TRC)
New York
-$317K
3
FAAS
First Allied Advisory Services
California
-$78.7K
4
HA
Harborview Advisors
Maine
-$31.4K
5
OIA
OneDigital Investment Advisors
Kansas
-$23K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1
TIAA FSB
Florida
$9.98M +$9.73M +319,430 New
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$8.13M – – –
Morgan Stanley
3
Morgan Stanley
New York
$5.42M -$421K -13,830 -7%
UBS Group
4
UBS Group
Switzerland
$4.8M +$370K +12,158 +9%
Goldman Sachs
5
Goldman Sachs
New York
$4.22M – – –
APP
6
Avantax Planning Partners
Iowa
$2.9M +$684K +22,460 +32%
LPL Financial
7
LPL Financial
California
$2.45M +$1.81M +59,396 +311%
Bank of America
8
Bank of America
North Carolina
$2.02M +$433K +14,225 +28%
Citadel Advisors
9
Citadel Advisors
Florida
$980K +$197K +6,473 +26%
HighTower Advisors
10
HighTower Advisors
Illinois
$960K +$25.5K +836 +3%
Jane Street
11
Jane Street
New York
$948K +$925K +30,353 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$856K +$249K +8,185 +43%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$849K +$212K +6,966 +34%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$736K +$695K +22,810 +3,017%
FAAS
15
First Allied Advisory Services
California
$701K -$78.7K -2,584 -10%
CAN
16
Cetera Advisor Networks
California
$639K +$66.6K +2,187 +12%
VC
17
Vicus Capital
Pennsylvania
$602K +$107K +3,515 +22%
SPIA
18
Strategic Point Investment Advisors
Rhode Island
$602K +$588K +19,290 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$600K +$585K +19,194 New
SFSG
20
Stearns Financial Services Group
North Carolina
$530K +$263K +8,628 +103%
HA
21
Harborview Advisors
Maine
$409K -$31.4K -1,032 -7%
SAS
22
Sage Advisory Services
Texas
$389K +$26.9K +884 +8%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$380K +$371K +12,173 New
PAG
24
Private Advisor Group
New Jersey
$359K – – –
RJA
25
Raymond James & Associates
Florida
$352K +$343K +11,275 New
1
2

NULV Hedge Fund Activity: Q3 2019 in Review

43 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2019, worth a combined $53.1M — up 84% from $28.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NULV positions and 1 closed out — a net gain of 7 holders — while 22 added to existing stakes and 5 trimmed.

The largest buyer was TIAA FSB, opening a new position worth an estimated $9.73M. The largest seller was Morgan Stanley, cutting an estimated $421K.

  • 43 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2019, up from 36 in Q2 2019.
  • Funds reported $53.1M of Nuveen ESG Large-Cap Value ETF stock for Q3 2019, up 84% quarter-over-quarter.
  • 8 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2019 and 1 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2019 was TIAA FSB, an estimated $9.73M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2019 was Morgan Stanley, an estimated $421K sold.

Based on aggregated 13F filings for Q3 2019.