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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

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.

Holders
202
Holders Change
+5
Holders Change %
+2.54%
% of All Funds
3.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
80
Reduced
68
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$474M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$23.4M
3
CFS
3
CGC Financial Services
Oregon
$4.7M
4
DF
4
Dunhill Financial
United Kingdom
$4.61M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$4.39M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$66.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.7M
3
AAS
3
Ameritas Advisory Services
Nebraska
$0
4
SHGA
4
Sand Hill Global Advisors
California
$0
5
FA
5
Forefront Analytics
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$474M 13,689,727 +208,028 +2%
TF
2
TIAA FSB
Florida
$162M 4,686,676 -110,119 -2%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$66.3M 1,912,822 -725,160 -27%
Morgan Stanley
4
Morgan Stanley
New York
$37.1M 1,069,497 -27,960 -3%
LPL Financial
5
LPL Financial
California
$36M 1,039,693 +5,624 +0.5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$33.7M 973,285 +46,358 +5%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$32.2M 935,417 -133,841 -13%
UBS Group
8
UBS Group
Switzerland
$29.6M 855,284 -82,064 -9%
PWPCM
9
Perella Weinberg Partners Capital Management
New York
$23.4M 675,886 +197,411 +41%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$22.5M 648,491 -3,058 -0.5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$18.5M 532,613 +8,194 +2%
MD
12
Money Design
Japan
$16.6M 480,141 +743 +0.2%
FEG
13
Fund Evaluation Group
Ohio
$16.3M 469,402 +8,235 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$14.7M 424,557 -288,964 -40%
Ameriprise
15
Ameriprise
Minnesota
$13M 375,380 -134,617 -26%
EWM
16
Empirical Wealth Management
Washington
$11.7M 338,856 +48,996 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10.8M 312,343 +60,098 +24%
Lido Advisors
18
Lido Advisors
California
$10.7M 309,135 -4,490 -1%
LWP
19
Laurel Wealth Planning
Minnesota
$10.6M 307,250 -71,287 -19%
RCG
20
Regatta Capital Group
California
$7.65M 220,901 +60,649 +38%
HighTower Advisors
21
HighTower Advisors
Illinois
$6.83M 197,294 +3,598 +2%
OBWP
22
O'Brien Wealth Partners
Massachusetts
$6.81M 196,570 +17,531 +10%
MWM
23
Mission Wealth Management
California
$6.43M 185,495 +11,990 +7%
RWA
24
Ropes Wealth Advisors
Massachusetts
$6.15M 177,444 +3,774 +2%
BWP
25
BSW Wealth Partners
Colorado
$5.96M 172,100 +4,195 +2%
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