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Nuveen ESG Large-Cap Value ETF

48 hedge funds and large institutions have $96.2M invested in Nuveen ESG Large-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 6

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

81% more capital invested

Capital invested by funds: $53.1M → $96.2M (+$43.1M)

12% more funds holding

Funds holding: 4348 (+5)

10.09% more ownership

Funds ownership: 55.48%65.58% (+10%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$38.3M +$27.2M +849,712 +266%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$10.2M
Morgan Stanley
3
Morgan Stanley
New York
$7.5M +$1.77M +55,226 +32%
UBS Group
4
UBS Group
Switzerland
$5.3M +$254K +7,944 +5%
Goldman Sachs
5
Goldman Sachs
New York
$4.43M
APP
6
Avantax Planning Partners
Iowa
$4.32M +$1.24M +38,643 +42%
LPL Financial
7
LPL Financial
California
$3.9M +$1.3M +40,544 +52%
Bank of America
8
Bank of America
North Carolina
$2.98M +$847K +26,497 +41%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.91M +$1.47M +45,907 +377%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.57M +$664K +20,765 +76%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.37M +$461K +14,424 +53%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$1.1M +$1.07M +33,587 New
HighTower Advisors
13
HighTower Advisors
Illinois
$1.02M +$11.5K +361 +1%
UB
14
UMB Bank
Missouri
$985K -$21.1K -659 -2%
Jane Street
15
Jane Street
New York
$975K -$20K -624 -2%
FAAS
16
First Allied Advisory Services
California
$966K +$226K +7,064 +32%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$792K +$18.1K +566 +2%
SPIA
18
Strategic Point Investment Advisors
Rhode Island
$746K +$111K +3,470 +18%
CAN
19
Cetera Advisor Networks
California
$668K
VC
20
Vicus Capital
Pennsylvania
$667K +$34.6K +1,083 +6%
SFSG
21
Stearns Financial Services Group
North Carolina
$557K
B
22
Bailard
California
$552K +$538K +16,824 New
EWM
23
Empirical Wealth Management
Washington
$527K +$514K +16,065 New
PAG
24
Private Advisor Group
New Jersey
$500K +$121K +3,769 +33%
RJA
25
Raymond James & Associates
Florida
$478K +$105K +3,290 +29%