We are live on ! Find out more
NULV icon

Nuveen ESG Large-Cap Value ETF

203 hedge funds and large institutions have $1.21B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 85 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 67

0% more funds holding

Funds holding: 202203 (+1)

0.11% less ownership

Funds ownership: 83.63%83.52% (-0.11%)

7% less capital invested

Capital invested by funds: $1.3B → $1.21B (-$87.1M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.22%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
85
Reduced
67
Closed
13
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
$476M +$16.7M +477,973 +3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$124M +$129M +3,682,668 New
JP Morgan Chase
3
JP Morgan Chase
New York
$67.1M +$3.01M +86,202 +5%
LPL Financial
4
LPL Financial
California
$35.8M +$863K +24,694 +2%
Morgan Stanley
5
Morgan Stanley
New York
$35.6M -$290K -8,289 -0.8%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$31.2M -$336K -9,604 -1%
UBS Group
7
UBS Group
Switzerland
$27M -$1.79M -51,253 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23M -$10.1M -288,082 -30%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$20.6M -$1.21M -34,654 -5%
MD
10
Money Design
Japan
$16.9M +$757K +21,662 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.6M +$2.48M +70,845 +17%
EWM
12
Empirical Wealth Management
Washington
$12.2M +$804K +22,994 +7%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$11.1M +$11.6M +331,916 New
Lido Advisors
14
Lido Advisors
California
$10.5M +$148K +4,240 +1%
Ameriprise
15
Ameriprise
Minnesota
$9.92M -$2.82M -80,695 -21%
LWP
16
Laurel Wealth Planning
Minnesota
$9.76M -$579K -16,565 -5%
FEG
17
Fund Evaluation Group
Ohio
$9.08M -$6.96M -199,133 -42%
AAS
18
Ameritas Advisory Services
Nebraska
$8.32M +$8.66M +247,652 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.82M -$10.5M -299,930 -56%
HighTower Advisors
20
HighTower Advisors
Illinois
$7.69M +$1.11M +31,616 +16%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.5M -$3.11M -88,884 -28%
RCG
22
Regatta Capital Group
California
$7.48M +$65K +1,860 +0.8%
OBWP
23
O'Brien Wealth Partners
Massachusetts
$6.88M +$294K +8,400 +4%
MWM
24
Mission Wealth Management
California
$6.28M +$48.1K +1,376 +0.7%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$6.08M +$2.02M +57,650 +47%