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Nuveen ESG Large-Cap Value ETF

57 hedge funds and large institutions have $117M invested in Nuveen ESG Large-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

263% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 8

22% more capital invested

Capital invested by funds: $96.2M → $117M (+$21.1M)

19% more funds holding

Funds holding: 4857 (+9)

12.77% more ownership

Funds ownership: 65.58%78.35% (+13%)

Holders
57
Holders Change
+9
Holders Change %
+18.75%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
29
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$55.2M +$32.7M +1,091,507 +93%
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$9.25M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.89M +$7.21M +240,615 +575%
UBS Group
4
UBS Group
Switzerland
$5.95M +$2.46M +81,941 +51%
Citadel Advisors
5
Citadel Advisors
Florida
$5.06M +$6.21M +207,191 New
Morgan Stanley
6
Morgan Stanley
New York
$4.57M -$1.23M -41,146 -18%
LPL Financial
7
LPL Financial
California
$3.47M +$696K +23,208 +19%
Bank of America
8
Bank of America
North Carolina
$3.24M +$1.26M +41,882 +46%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.93M +$1.86M +62,000 +107%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.9M +$894K +29,802 +62%
APP
11
Avantax Planning Partners
Iowa
$1.66M -$1.9M -63,463 -48%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$1.18M +$438K +14,607 +43%
BCI
13
Brinker Capital Investments
Pennsylvania
$1.06M +$1.14M +38,112 +688%
Goldman Sachs
14
Goldman Sachs
New York
$1.02M -$2.79M -93,177 -69%
EWM
15
Empirical Wealth Management
Washington
$1.01M +$758K +25,275 +157%
HighTower Advisors
16
HighTower Advisors
Illinois
$982K +$273K +9,115 +29%
UB
17
UMB Bank
Missouri
$783K +$60.8K +2,029 +7%
CCM
18
Colorado Capital Management
Colorado
$718K +$883K +29,439 New
FAAS
19
First Allied Advisory Services
California
$660K -$72.2K -2,409 -8%
SPIA
20
Strategic Point Investment Advisors
Rhode Island
$631K +$92.1K +3,070 +13%
VC
21
Vicus Capital
Pennsylvania
$631K +$165K +5,486 +27%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$615K +$32.4K +1,081 +4%
SFSG
23
Stearns Financial Services Group
North Carolina
$595K +$222K +7,395 +44%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$568K +$698K +23,263 New
CAN
25
Cetera Advisor Networks
California
$528K +$38K +1,266 +6%