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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

180 hedge funds and large institutions have $1.15B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 15 closing their positions.

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.11%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
14
Increased
89
Reduced
53
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$406M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$56.7M
3
PWPCM
3
Perella Weinberg Partners Capital Management
New York
$52.7M
4
LPL Financial
4
LPL Financial
California
$24.8M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.6M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$10.5M
2
PI
2
PFS Investments
Georgia
$0
3
Ameriprise
3
Ameriprise
Minnesota
$11.7M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$0
5
RWP
5
RWA Wealth Partners
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$406M 13,150,831 +672,372 +5%
TF
2
TIAA FSB
Florida
$131M 4,238,051 +84,403 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$56.7M 1,836,174 +389,503 +27%
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$52.7M 1,707,167 +331,947 +24%
UBS Group
5
UBS Group
Switzerland
$34.2M 1,106,648 +66,254 +6%
Morgan Stanley
6
Morgan Stanley
New York
$33.6M 1,087,071 +100,951 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.7M 993,575 -57,065 -5%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$27.4M 882,424 +7,162 +0.8%
FA
9
Forefront Analytics
Pennsylvania
$25.5M 824,875 -37,277 -4%
LPL Financial
10
LPL Financial
California
$24.8M 803,339 +149,689 +23%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$20.9M 677,708 -18,402 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$18.4M 595,505 -29,890 -5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$16.2M 523,859 +68,065 +15%
LWP
14
Laurel Wealth Planning
Minnesota
$15.9M 514,887 +33,945 +7%
Ameriprise
15
Ameriprise
Minnesota
$11.7M 381,203 -92,004 -19%
FEG
16
Fund Evaluation Group
Ohio
$11.1M 359,942 -1,860 -0.5%
Lido Advisors
17
Lido Advisors
California
$10.5M 338,620 -140,896 -29%
MD
18
Money Design
Japan
$9.25M 299,699 -14,553 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.71M 282,126 +35,584 +14%
EWM
20
Empirical Wealth Management
Washington
$7.83M 253,658 +25,183 +11%
SA
21
Stewardship Advisors
Pennsylvania
$7.28M 235,857 -47,419 -17%
AAS
22
Ameritas Advisory Services
Nebraska
$6.25M 202,309 +33,361 +20%
HighTower Advisors
23
HighTower Advisors
Illinois
$6.19M 200,369 -1,797 -0.9%
BWP
24
BSW Wealth Partners
Colorado
$5.62M 182,141 +16,222 +10%
SHGA
25
Sand Hill Global Advisors
California
$5.22M 169,140 +8,130 +5%
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