Nuveen ESG Large-Cap Value ETF
NULV
202 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 80 increasing their positions, 68 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
18% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 68
3% more funds holding
Funds holding: 197 → 202 (+5)
1% more capital invested
Capital invested by funds: $1.28B → $1.3B (+$18.6M)
0.64% more ownership
Funds ownership: 82.99% → 83.63% (+0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.04M |
| 2 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$6.68M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.09M |
| 4 |
Goldman Sachs
New York
|
+$2.15M |
| 5 |
RCG
Regatta Capital Group
El Segundo,
California
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$24.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.78M |
| 3 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$8.03M |
| 4 |
SHGA
Sand Hill Global Advisors
Palo Alto,
California
|
-$6.53M |
| 5 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$6.37M |
NULV Hedge Fund Activity: Q2 2023 in Review
202 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2023, worth a combined $1.3B — up 1.5% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new NULV positions and 13 closed out — a net gain of 9 holders — while 80 added to existing stakes and 68 trimmed.
The largest buyer was Bank of America, adding an estimated $7.04M. The largest seller was JP Morgan Chase, cutting an estimated $24.5M.
- 202 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2023, up from 197 in Q1 2023.
- Funds reported $1.3B of Nuveen ESG Large-Cap Value ETF stock for Q2 2023, up 1.5% quarter-over-quarter.
- 22 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2023 and 13 closed out, a net change of +9 holders.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2023 was Bank of America, an estimated $7.04M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2023 was JP Morgan Chase, an estimated $24.5M sold.
Based on aggregated 13F filings for Q2 2023.