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Nuveen ESG Large-Cap Value ETF

115 hedge funds and large institutions have $845M invested in Nuveen ESG Large-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 20

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $735M → $845M (+$110M)

10% more funds holding

Funds holding: 105115 (+10)

2.69% less ownership

Funds ownership: 82.96%80.27% (-2.7%)

Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
62
Reduced
20
Closed
9
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
$411M +$14.9M +395,900 +4%
TF
2
TIAA FSB
Florida
$130M +$4.36M +115,740 +3%
Morgan Stanley
3
Morgan Stanley
New York
$33.2M +$4.76M +126,317 +17%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31M +$4.9M +130,008 +19%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$27.4M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$24.3M +$4.85M +128,750 +25%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21.1M +$480K +12,749 +2%
PWPCM
8
Perella Weinberg Partners Capital Management
New York
$19.8M +$19.7M +523,287 New
UBS Group
9
UBS Group
Switzerland
$18.4M +$5.64M +149,776 +44%
HighTower Advisors
10
HighTower Advisors
Illinois
$10.6M +$3.26M +86,634 +44%
RJA
11
Raymond James & Associates
Florida
$6.34M +$1.37M +36,297 +28%
SA
12
Stewardship Advisors
Pennsylvania
$6.1M +$1.54M +40,976 +34%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5.94M -$69.9K -1,855 -1%
EWM
14
Empirical Wealth Management
Washington
$5.67M +$991K +26,310 +21%
LPL Financial
15
LPL Financial
California
$5.61M +$1.71M +45,287 +44%
APP
16
Avantax Planning Partners
Iowa
$4.29M -$239K -6,332 -5%
Jane Street
17
Jane Street
New York
$4.26M +$4.25M +112,810 New
WSFS
18
Wilmington Savings Fund Society
Delaware
$3.79M +$165K +4,375 +5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.27M +$390K +10,365 +14%
PAS
20
Park Avenue Securities
New York
$3.18M -$104K -2,768 -3%
Lido Advisors
21
Lido Advisors
California
$3.16M +$1.97M +52,175 +165%
RC
22
RegentAtlantic Capital
New Jersey
$3.13M +$1.58M +41,835 +102%
BWM
23
Baystate Wealth Management
Massachusetts
$2.83M +$2.83M +75,095 New
SCA
24
STALEY CAPITAL ADVISERS
Pennsylvania
$2.83M
SPIA
25
Strategic Point Investment Advisors
Rhode Island
$2.25M +$24.1K +640 +1%