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Nuveen ESG Large-Cap Value ETF

161 hedge funds and large institutions have $1.18B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

153% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 15

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more funds holding

Funds holding: 140161 (+21)

14.73% more ownership

Funds ownership: 87.32%102.06% (+15%)

11% more capital invested

Capital invested by funds: $1.06B → $1.18B (+$121M)

Holders
161
Holders Change
+21
Holders Change %
+15%
% of All Funds
2.54%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
38
Increased
80
Reduced
29
Closed
15
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
$482M +$22.7M +605,066 +5%
TF
2
TIAA FSB
Florida
$151M +$13.4M +357,699 +10%
JP Morgan Chase
3
JP Morgan Chase
New York
$50.8M +$7.83M +208,316 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.2M -$2.82M -75,074 -7%
Morgan Stanley
5
Morgan Stanley
New York
$33.3M -$11.8M -314,942 -26%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$32.2M +$31.8M +846,101 New
UBS Group
7
UBS Group
Switzerland
$31.3M +$8.52M +226,716 +38%
PWPCM
8
Perella Weinberg Partners Capital Management
New York
$29.9M +$29.6M +786,421 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$25.1M +$1.29M +34,313 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$23.8M -$70.7K -1,882 -0.3%
LPL Financial
11
LPL Financial
California
$19.1M +$4.1M +109,145 +28%
Lido Advisors
12
Lido Advisors
California
$18M +$11.6M +307,949 +186%
MD
13
Money Design
Japan
$13.1M -$3.7M -98,495 -22%
LWP
14
Laurel Wealth Planning
Minnesota
$12.7M +$7.16M +190,504 +132%
HighTower Advisors
15
HighTower Advisors
Illinois
$11.5M +$961K +25,564 +9%
SA
16
Stewardship Advisors
Pennsylvania
$10.5M -$1.35M -35,845 -11%
Ameriprise
17
Ameriprise
Minnesota
$10.2M +$3.71M +98,820 +58%
EWM
18
Empirical Wealth Management
Washington
$8.92M +$1.48M +39,466 +20%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.02M +$2.06M +54,923 +42%
BPA
20
Beacon Pointe Advisors
California
$6.46M +$2.95M +78,460 +86%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.95M +$873K +23,240 +17%
SHGA
22
Sand Hill Global Advisors
California
$5.8M +$3.32M +88,232 +137%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.08M +$342K +9,106 +7%
NCM
24
Northland Capital Management
Minnesota
$5.06M +$652K +17,359 +15%
AAS
25
Ameritas Advisory Services
Nebraska
$4.79M +$2.06M +54,934 +77%