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Nuveen ESG Large-Cap Value ETF

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.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

4.97% more ownership

Funds ownership: 116.46%121.43% (+5%)

3% less capital invested

Capital invested by funds: $1.19B → $1.15B (-$41.2M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 183180 (-3)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
180
Holders Change
-3
Holders Change %
-1.64%
% of All Funds
3.1%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$406M +$23M +672,372 +5%
TF
2
TIAA FSB
Florida
$131M +$2.89M +84,403 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$56.7M +$13.3M +389,503 +27%
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$52.7M +$11.3M +331,947 +24%
UBS Group
5
UBS Group
Switzerland
$34.2M +$2.26M +66,254 +6%
Morgan Stanley
6
Morgan Stanley
New York
$33.6M +$3.45M +100,951 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.7M -$1.95M -57,065 -5%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$27.4M +$245K +7,162 +0.8%
FA
9
Forefront Analytics
Pennsylvania
$25.5M -$1.27M -37,277 -4%
LPL Financial
10
LPL Financial
California
$24.8M +$5.12M +149,689 +23%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$20.9M -$629K -18,402 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$18.4M -$1.02M -29,890 -5%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$16.2M +$2.33M +68,065 +15%
LWP
14
Laurel Wealth Planning
Minnesota
$15.9M +$1.16M +33,945 +7%
Ameriprise
15
Ameriprise
Minnesota
$11.7M -$3.14M -92,004 -19%
FEG
16
Fund Evaluation Group
Ohio
$11.1M -$63.6K -1,860 -0.5%
Lido Advisors
17
Lido Advisors
California
$10.5M -$4.82M -140,896 -29%
MD
18
Money Design
Japan
$9.25M -$497K -14,553 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.71M +$1.22M +35,584 +14%
EWM
20
Empirical Wealth Management
Washington
$7.83M +$861K +25,183 +11%
SA
21
Stewardship Advisors
Pennsylvania
$7.28M -$1.62M -47,419 -17%
AAS
22
Ameritas Advisory Services
Nebraska
$6.25M +$1.14M +33,361 +20%
HighTower Advisors
23
HighTower Advisors
Illinois
$6.19M -$61.4K -1,797 -0.9%
BWP
24
BSW Wealth Partners
Colorado
$5.62M +$555K +16,222 +10%
SHGA
25
Sand Hill Global Advisors
California
$5.22M +$278K +8,130 +5%

NULV Hedge Fund Activity: Q3 2022 in Review

180 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2022, worth a combined $1.15B — down 3.5% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of NULV and 14 opened new positions — a net loss of 1 holder — while 53 trimmed existing stakes and 89 added.

The largest buyer was Bank of America, adding an estimated $23M. The largest seller was Lido Advisors, cutting an estimated $4.82M.

  • 180 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2022, down from 183 in Q2 2022.
  • Funds reported $1.15B of Nuveen ESG Large-Cap Value ETF stock for Q3 2022, down 3.5% quarter-over-quarter.
  • 14 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2022 and 15 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2022 was Bank of America, an estimated $23M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2022 was Lido Advisors, an estimated $4.82M sold.

Based on aggregated 13F filings for Q3 2022.