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Nuveen ESG Large-Cap Value ETF

120 hedge funds and large institutions have $890M invested in Nuveen ESG Large-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 19 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 19

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

5% more capital invested

Capital invested by funds: $845M → $890M (+$44.7M)

4% more funds holding

Funds holding: 115120 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 80.27%79.61% (-0.66%)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
2.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
64
Reduced
19
Closed
14
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
$424M +$16M +417,238 +4%
TF
2
TIAA FSB
Florida
$135M +$5.26M +137,368 +4%
Morgan Stanley
3
Morgan Stanley
New York
$37.8M +$4.87M +127,145 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.8M +$4.08M +106,626 +13%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$29M
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$24.7M +$574K +14,972 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$21.5M +$573K +14,951 +3%
UBS Group
8
UBS Group
Switzerland
$21.4M +$3.18M +83,062 +17%
HighTower Advisors
9
HighTower Advisors
Illinois
$14.6M +$4.07M +106,322 +38%
PWPCM
10
Perella Weinberg Partners Capital Management
New York
$13.8M -$5.96M -155,520 -30%
SA
11
Stewardship Advisors
Pennsylvania
$8.87M +$2.87M +74,975 +46%
LPL Financial
12
LPL Financial
California
$8.24M +$2.73M +71,231 +48%
RJA
13
Raymond James & Associates
Florida
$7.24M +$967K +25,241 +15%
EWM
14
Empirical Wealth Management
Washington
$6.67M +$1.06M +27,618 +18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.97M -$948K -24,743 -16%
APP
16
Avantax Planning Partners
Iowa
$4.47M +$222K +5,792 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.21M +$3.04M +79,327 +241%
RC
18
RegentAtlantic Capital
New Jersey
$4.05M +$965K +25,186 +30%
WSFS
19
Wilmington Savings Fund Society
Delaware
$3.88M +$118K +3,081 +3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.69M +$458K +11,959 +14%
PAS
21
Park Avenue Securities
New York
$3.23M +$67.6K +1,764 +2%
SCA
22
STALEY CAPITAL ADVISERS
Pennsylvania
$2.81M
Lido Advisors
23
Lido Advisors
California
$2.79M -$363K -9,476 -11%
PI
24
PFS Investments
Georgia
$2.64M +$349K +9,103 +16%
Ameriprise
25
Ameriprise
Minnesota
$2.58M +$728K +18,995 +34%