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Nuveen ESG Large-Cap Value ETF

105 hedge funds and large institutions have $735M invested in Nuveen ESG Large-Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 3

194% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 18

24% more funds holding

Funds holding: 85105 (+20)

22% more capital invested

Capital invested by funds: $604M → $735M (+$131M)

3.56% less ownership

Funds ownership: 86.52%82.96% (-3.6%)

Holders
105
Holders Change
+20
Holders Change %
+23.53%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
53
Reduced
18
Closed
3
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
$380M +$11.1M +323,000 +3%
TF
2
TIAA FSB
Florida
$121M -$8.25M -240,583 -7%
Morgan Stanley
3
Morgan Stanley
New York
$27.3M +$16.4M +477,417 +173%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$25.4M
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25M +$6.15M +179,347 +35%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$19.7M +$1.57M +45,771 +9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$18.6M +$4.75M +138,587 +37%
UBS Group
8
UBS Group
Switzerland
$12.2M +$2.43M +70,823 +27%
HighTower Advisors
9
HighTower Advisors
Illinois
$7.07M +$3.1M +90,549 +86%
TAS
10
TIFF Advisory Services
Pennsylvania
$5.82M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.77M +$2.29M +66,850 +72%
RJA
12
Raymond James & Associates
Florida
$4.76M +$3.65M +106,532 +424%
EWM
13
Empirical Wealth Management
Washington
$4.49M +$685K +19,985 +19%
SA
14
Stewardship Advisors
Pennsylvania
$4.37M +$956K +27,876 +30%
APP
15
Avantax Planning Partners
Iowa
$4.34M -$781K -22,787 -16%
LPL Financial
16
LPL Financial
California
$3.73M -$537K -15,662 -13%
WSFS
17
Wilmington Savings Fund Society
Delaware
$3.48M +$170K +4,963 +5%
PAS
18
Park Avenue Securities
New York
$3.15M +$2.98M +87,050 New
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$2.76M +$584K +17,022 +29%
SCA
20
STALEY CAPITAL ADVISERS
Pennsylvania
$2.71M +$2.57M +75,000 New
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$2.22M +$120K +3,504 +6%
SPIA
22
Strategic Point Investment Advisors
Rhode Island
$2.13M +$588K +17,139 +41%
PI
23
PFS Investments
Georgia
$2.02M +$1.11M +32,506 +140%
UB
24
UMB Bank
Missouri
$1.91M +$199K +5,815 +12%
ASN
25
Advisory Services Network
Georgia
$1.77M +$453K +13,208 +37%