Nuveen ESG Large-Cap Value ETF
NULV
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.
618% more capital inflows, than outflows
Capital inflows: $93.5M | Capital outflows: $13M
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
10% more funds holding
Funds holding: 105 → 115 (+10)
2.69% less ownership
Funds ownership: 82.96% → 80.27% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$19.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.64M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.9M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAS
TIFF Advisory Services
Radnor,
Pennsylvania
|
-$5.82M |
| 2 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$1.12M |
| 3 |
MSA
Marino Stram & Associates
Braintree,
Massachusetts
|
-$1.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$768K |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$648K |
NULV Hedge Fund Activity: Q2 2021 in Review
115 of the 5,769 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2021, worth a combined $845M — up 15% from $735M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new NULV positions and 9 closed out — a net gain of 11 holders — while 62 added to existing stakes and 20 trimmed.
The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $19.7M. The largest seller was TIFF Advisory Services, exiting entirely with an estimated $5.82M sold.
- 115 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2021, up from 105 in Q1 2021.
- Funds reported $845M of Nuveen ESG Large-Cap Value ETF stock for Q2 2021, up 15% quarter-over-quarter.
- 20 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2021 and 9 closed out, a net change of +11 holders.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2021 was Perella Weinberg Partners Capital Management, an estimated $19.7M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2021 was TIFF Advisory Services, an estimated $5.82M sold.
Based on aggregated 13F filings for Q2 2021.