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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
140
Holders Change
+20
Holders Change %
+16.67%
% of All Funds
2.15%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
30
Increased
76
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$44M
2
Bank of America
Bank of America
North Carolina
+$29.2M
3
MD
Money Design
Japan
+$17.2M
4
Morgan Stanley
Morgan Stanley
New York
+$7.17M
5
LPL Financial
LPL Financial
California
+$6.8M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$13.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$4.31M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.28M
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$1.16M
5
WFA
Wipfli Financial Advisors
Wisconsin
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$469M +$29.2M +748,096 +7%
TF
2
TIAA FSB
Florida
$140M +$1.22M +31,245 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$46.3M +$7.17M +183,797 +18%
JP Morgan Chase
4
JP Morgan Chase
New York
$43.8M +$44M +1,127,457 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.9M +$3.82M +97,851 +11%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$27.4M – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$24.4M +$2.18M +55,831 +10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$24.3M -$1.28M -32,916 -5%
UBS Group
9
UBS Group
Switzerland
$23.2M +$1.03M +26,344 +5%
MD
10
Money Design
Japan
$17.2M +$17.2M +442,190 +28,040%
LPL Financial
11
LPL Financial
California
$15.3M +$6.8M +174,434 +79%
SA
12
Stewardship Advisors
Pennsylvania
$12.1M +$2.94M +75,355 +32%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.8M -$4.31M -110,487 -28%
EWM
14
Empirical Wealth Management
Washington
$7.58M +$669K +17,143 +10%
RJA
15
Raymond James & Associates
Florida
$7.15M -$362K -9,276 -5%
Ameriprise
16
Ameriprise
Minnesota
$6.62M +$3.74M +95,911 +129%
Lido Advisors
17
Lido Advisors
California
$6.42M +$3.54M +90,841 +122%
LWP
18
Laurel Wealth Planning
Minnesota
$5.59M +$4.56M +116,875 +432%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.18M +$21.8K +559 +0.4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.04M +$683K +17,522 +16%
APP
21
Avantax Planning Partners
Iowa
$4.87M +$236K +6,057 +5%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$4.83M +$1.01M +25,814 +26%
CPFP
23
Clear Perspectives Financial Planning
Ohio
$4.55M +$4.27M +109,402 +1,423%
NCM
24
Northland Capital Management
Minnesota
$4.5M +$4.51M +115,744 New
RC
25
RegentAtlantic Capital
New Jersey
$4.16M -$38.4K -984 -0.9%
1
2 3 4 5

NULV Hedge Fund Activity: Q4 2021 in Review

140 of the 6,498 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.