Nuveen ESG Large-Cap Value ETF
NULV
140 hedge funds and large institutions have $1.06B invested in Nuveen ESG Large-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 18 reducing their positions, and 9 closing their positions.
322% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 18
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
233% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 9
20% more capital invested
Capital invested by funds: $890M → $1.06B (+$174M)
17% more funds holding
Funds holding: 120 → 140 (+20)
7.72% more ownership
Funds ownership: 79.61% → 87.32% (+7.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$44M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$29.2M |
| 3 |
MD
Money Design
Tokyo,
Japan
|
+$17.2M |
| 4 |
Morgan Stanley
New York
|
+$7.17M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$13.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$4.31M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.28M |
| 4 |
WCFA
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
-$1.16M |
| 5 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
-$507K |
NULV Hedge Fund Activity: Q4 2021 in Review
140 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2021, worth a combined $1.06B — up 20% from $890M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new NULV positions and 9 closed out — a net gain of 21 holders — while 76 added to existing stakes and 18 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $44M. The largest seller was Perella Weinberg Partners Capital Management, exiting entirely with an estimated $13.8M sold.
- 140 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2021, up from 120 in Q3 2021.
- Funds reported $1.06B of Nuveen ESG Large-Cap Value ETF stock for Q4 2021, up 20% quarter-over-quarter.
- 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2021 was JP Morgan Chase, an estimated $44M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2021 was Perella Weinberg Partners Capital Management, an estimated $13.8M sold.
Based on aggregated 13F filings for Q4 2021.