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Nuveen ESG Large-Cap Value ETF

183 hedge funds and large institutions have $1.19B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

197% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 33

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

14.4% more ownership

Funds ownership: 102.06%116.46% (+14%)

14% more funds holding

Funds holding: 161183 (+22)

0% more capital invested

Capital invested by funds: $1.18B → $1.19B (+$2.54M)

Holders
183
Holders Change
+22
Holders Change %
+13.66%
% of All Funds
3.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
32
Increased
98
Reduced
33
Closed
10
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
$417M -$6.65M -185,307 -1%
TF
2
TIAA FSB
Florida
$139M +$6.18M +172,333 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$48.3M +$3.98M +110,898 +8%
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$45.9M +$21.1M +588,799 +75%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$35.1M +$3.57M +99,577 +10%
UBS Group
6
UBS Group
Switzerland
$34.7M +$7.79M +217,058 +26%
Morgan Stanley
7
Morgan Stanley
New York
$32.9M +$3.95M +110,130 +13%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$29.2M +$1.05M +29,161 +3%
FA
9
Forefront Analytics
Pennsylvania
$28.8M +$30.9M +862,152 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$23.2M +$1.31M +36,616 +6%
LPL Financial
11
LPL Financial
California
$21.8M +$5.4M +150,368 +30%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$20.9M -$61.4K -1,710 -0.3%
LWP
13
Laurel Wealth Planning
Minnesota
$16.1M +$5.26M +146,497 +44%
Lido Advisors
14
Lido Advisors
California
$16M +$231K +6,435 +1%
Ameriprise
15
Ameriprise
Minnesota
$15.4M +$7.33M +204,203 +76%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$15.2M +$9.73M +271,174 +147%
FEG
17
Fund Evaluation Group
Ohio
$12.1M +$13M +361,802 New
MD
18
Money Design
Japan
$10.5M -$1.11M -31,020 -9%
SA
19
Stewardship Advisors
Pennsylvania
$9.46M +$256K +7,137 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.23M +$3.23M +90,047 +58%
EWM
21
Empirical Wealth Management
Washington
$7.63M -$216K -6,018 -3%
HighTower Advisors
22
HighTower Advisors
Illinois
$6.75M -$3.63M -101,142 -33%
MML Investors Services
23
MML Investors Services
Massachusetts
$5.96M +$2.57M +71,686 +67%
AAS
24
Ameritas Advisory Services
Nebraska
$5.64M +$1.55M +43,126 +34%
BWP
25
BSW Wealth Partners
Colorado
$5.54M +$5.95M +165,919 New

NULV Hedge Fund Activity: Q2 2022 in Review

183 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2022, worth a combined $1.19B — up 0.21% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new NULV positions and 10 closed out — a net gain of 22 holders — while 98 added to existing stakes and 33 trimmed.

The largest buyer was Forefront Analytics, opening a new position worth an estimated $30.9M. The largest seller was Bank of America, cutting an estimated $6.65M.

  • 183 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2022, up from 161 in Q1 2022.
  • Funds reported $1.19B of Nuveen ESG Large-Cap Value ETF stock for Q2 2022, up 0.21% quarter-over-quarter.
  • 32 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2022 and 10 closed out, a net change of +22 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2022 was Forefront Analytics, an estimated $30.9M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2022 was Bank of America, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2022.