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Nuveen ESG Large-Cap Value ETF

193 hedge funds and large institutions have $1.23B invested in Nuveen ESG Large-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 88 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 15

49% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 59

8% more capital invested

Capital invested by funds: $1.15B → $1.23B (+$87.9M)

7% more funds holding

Funds holding: 180193 (+13)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

41.37% less ownership

Funds ownership: 121.43%80.06% (-41%)

Holders
193
Holders Change
+13
Holders Change %
+7.22%
% of All Funds
3.1%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
33
Increased
88
Reduced
59
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
$424M -$26.3M -771,338 -6%
TF
2
TIAA FSB
Florida
$161M +$15.6M +458,155 +11%
JP Morgan Chase
3
JP Morgan Chase
New York
$62M -$871K -25,516 -1%
Morgan Stanley
4
Morgan Stanley
New York
$40.4M +$3.2M +93,761 +9%
UBS Group
5
UBS Group
Switzerland
$38.2M +$286K +8,376 +0.8%
LPL Financial
6
LPL Financial
California
$32.1M +$4.53M +132,783 +17%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$32M +$1.71M +49,943 +6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$29.7M -$4.31M -126,201 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$23.7M +$3.27M +95,776 +16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$23.2M -$33.3K -975 -0.1%
FA
11
Forefront Analytics
Pennsylvania
$22.3M -$5.9M -172,847 -21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$16.9M -$1.03M -30,215 -6%
LWP
13
Laurel Wealth Planning
Minnesota
$16.3M -$1.33M -38,984 -8%
Ameriprise
14
Ameriprise
Minnesota
$16M +$2.97M +86,909 +23%
FEG
15
Fund Evaluation Group
Ohio
$14.8M +$2.45M +71,899 +20%
PWPCM
16
Perella Weinberg Partners Capital Management
New York
$13.8M -$44.5M -1,304,479 -76%
MD
17
Money Design
Japan
$10.7M +$389K +11,398 +4%
EWM
18
Empirical Wealth Management
Washington
$9.53M +$843K +24,687 +10%
Lido Advisors
19
Lido Advisors
California
$8.83M -$2.75M -80,653 -24%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.67M -$984K -28,816 -10%
SA
21
Stewardship Advisors
Pennsylvania
$7.93M -$145K -4,260 -2%
AAS
22
Ameritas Advisory Services
Nebraska
$7.48M +$549K +16,074 +8%
HighTower Advisors
23
HighTower Advisors
Illinois
$6.8M -$56.7K -1,662 -0.8%
SHGA
24
Sand Hill Global Advisors
California
$6.39M +$600K +17,561 +10%
RWA
25
Ropes Wealth Advisors
Massachusetts
$5.86M +$2.47M +72,374 +73%