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Nuveen ESG Large-Cap Value ETF

61 hedge funds and large institutions have $400M invested in Nuveen ESG Large-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more capital invested

Capital invested by funds: $117M → $400M (+$282M)

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

9.88% more ownership

Funds ownership: 78.35%88.23% (+9.9%)

7% more funds holding

Funds holding: 5761 (+4)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$235M +$223M +8,291,223 +6,240%
TF
2
TIAA FSB
Florida
$87.7M +$23.8M +881,850 +39%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.92M +$1.96M +72,857 +26%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$9.25M
Morgan Stanley
5
Morgan Stanley
New York
$7.5M +$2.19M +81,438 +43%
UBS Group
6
UBS Group
Switzerland
$7.25M +$438K +16,244 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.54M +$2.11M +78,439 +65%
APP
8
Avantax Planning Partners
Iowa
$4.38M +$2.39M +88,744 +130%
LPL Financial
9
LPL Financial
California
$2.98M -$959K -35,595 -25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.45M +$1.68M +62,430 +248%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.11M -$54.2K -2,013 -3%
WSFS
12
Wilmington Savings Fund Society
Delaware
$2.1M +$2.03M +75,381 New
EWM
13
Empirical Wealth Management
Washington
$1.81M +$630K +23,368 +57%
Goldman Sachs
14
Goldman Sachs
New York
$1.44M +$266K +9,874 +24%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.29M +$164K +6,091 +15%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$1.27M -$67.2K -2,494 -5%
UB
17
UMB Bank
Missouri
$1.26M +$356K +13,229 +41%
BCI
18
Brinker Capital Investments
Pennsylvania
$1.11M -$104K -3,851 -9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.1M +$436K +16,174 +70%
SPIA
20
Strategic Point Investment Advisors
Rhode Island
$790K +$47.3K +1,755 +7%
FAAS
21
First Allied Advisory Services
California
$765K +$10K +373 +1%
VC
22
Vicus Capital
Pennsylvania
$710K -$10.3K -381 -1%
CAN
23
Cetera Advisor Networks
California
$663K +$56.9K +2,111 +10%
PI
24
PFS Investments
Georgia
$640K +$190K +7,050 +44%
B
25
Bailard
California
$631K +$49.6K +1,840 +9%