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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

197 hedge funds and large institutions have $1.28B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 97 increasing their positions, 55 reducing their positions, and 10 closing their positions.

Holders
197
Holders Change
+4
Holders Change %
+2.07%
% of All Funds
3.15%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
17
Increased
97
Reduced
55
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$459M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$89.9M
3
OBWP
3
O'Brien Wealth Partners
Massachusetts
$6.1M
4
MD
4
Money Design
Japan
$16.3M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$36.1M

Top Sellers

1
FA
1
Forefront Analytics
Pennsylvania
$6.37M
2
UBS Group
2
UBS Group
Switzerland
$31.9M
3
IA
3
IFP Advisors
Florida
$0
4
DC
4
DeDora Capital
California
$233K
5
EWA
5
EP Wealth Advisors
California
$233K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$459M 13,481,699 +1,102,206 +9%
TF
2
TIAA FSB
Florida
$163M 4,796,795 +100,589 +2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$89.9M 2,637,982 +827,324 +46%
Morgan Stanley
4
Morgan Stanley
New York
$37.4M 1,097,457 -83,375 -7%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$36.1M 1,069,258 +136,891 +15%
LPL Financial
6
LPL Financial
California
$35.2M 1,034,069 +97,947 +10%
UBS Group
7
UBS Group
Switzerland
$31.9M 937,348 -177,676 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$31.6M 926,927 +59,553 +7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$22.2M 651,549 -25,184 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$17.9M 524,419 +30,775 +6%
Ameriprise
11
Ameriprise
Minnesota
$17.4M 509,997 +41,885 +9%
MD
12
Money Design
Japan
$16.3M 479,398 +168,301 +54%
PWPCM
13
Perella Weinberg Partners Capital Management
New York
$16.3M 478,475 +75,787 +19%
FEG
14
Fund Evaluation Group
Ohio
$15.7M 461,167 +29,326 +7%
LWP
15
Laurel Wealth Planning
Minnesota
$12.9M 378,537 -97,366 -20%
Lido Advisors
16
Lido Advisors
California
$10.7M 313,625 +55,658 +22%
EWM
17
Empirical Wealth Management
Washington
$9.88M 289,860 +11,515 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.6M 252,245 -1,065 -0.4%
AAS
19
Ameritas Advisory Services
Nebraska
$8.03M 233,206 +14,823 +7%
HighTower Advisors
20
HighTower Advisors
Illinois
$6.59M 193,696 -5,011 -3%
SA
21
Stewardship Advisors
Pennsylvania
$6.53M 191,692 -39,905 -17%
SHGA
22
Sand Hill Global Advisors
California
$6.53M 191,655 +4,954 +3%
FA
23
Forefront Analytics
Pennsylvania
$6.37M 187,045 -464,983 -71%
OBWP
24
O'Brien Wealth Partners
Massachusetts
$6.1M 179,039 +179,039 New
Corient Private Wealth
25
Corient Private Wealth
Florida
$5.98M 175,510 +19,658 +13%
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