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Nuveen ESG Large-Cap Value ETF

64 hedge funds and large institutions have $459M invested in Nuveen ESG Large-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $400M → $459M (+$59.4M)

5% more funds holding

Funds holding: 6164 (+3)

3.15% less ownership

Funds ownership: 88.23%85.07% (-3.2%)

Holders
64
Holders Change
+3
Holders Change %
+4.92%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
29
Reduced
12
Closed
7
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
$271M +$25.9M +888,064 +11%
TF
2
TIAA FSB
Florida
$96.6M +$5.22M +179,121 +6%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$16.1M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.3M +$1.94M +66,713 +19%
Morgan Stanley
5
Morgan Stanley
New York
$7.92M +$108K +3,697 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.52M +$1.75M +60,048 +30%
UBS Group
7
UBS Group
Switzerland
$5.33M -$2.24M -76,779 -30%
APP
8
Avantax Planning Partners
Iowa
$4.38M -$186K -6,395 -4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$4.32M +$2.12M +72,844 +96%
LPL Financial
10
LPL Financial
California
$3.24M +$135K +4,632 +4%
WSFS
11
Wilmington Savings Fund Society
Delaware
$2.5M +$311K +10,679 +14%
TAS
12
TIFF Advisory Services
Pennsylvania
$2.45M +$2.45M +84,260 New
EWM
13
Empirical Wealth Management
Washington
$2.43M +$547K +18,800 +29%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.88M -$674K -23,136 -26%
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$1.54M +$213K +7,307 +16%
HighTower Advisors
16
HighTower Advisors
Illinois
$1.44M +$93.5K +3,211 +7%
UB
17
UMB Bank
Missouri
$1.26M
BCI
18
Brinker Capital Investments
Pennsylvania
$1.05M -$110K -3,766 -9%
SPIA
19
Strategic Point Investment Advisors
Rhode Island
$891K +$89.4K +3,070 +11%
ASN
20
Advisory Services Network
Georgia
$871K +$532K +18,256 +156%
FAAS
21
First Allied Advisory Services
California
$810K +$12.7K +437 +2%
B
22
Bailard
California
$791K +$133K +4,581 +20%
CAN
23
Cetera Advisor Networks
California
$739K +$48.6K +1,669 +7%
SFSG
24
Stearns Financial Services Group
North Carolina
$718K +$188K +6,442 +35%
HA
25
Harborview Advisors
Maine
$652K +$62.5K +2,146 +11%