Nuveen ESG Large-Cap Value ETF
NULV
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.
146% more capital inflows, than outflows
Capital inflows: $204M | Capital outflows: $82.9M
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: 202 → 203 (+1)
0.11% less ownership
Funds ownership: 83.63% → 83.52% (-0.11%)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$16.7M |
| 2 |
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$8.66M |
| 3 |
EP Wealth Advisors
Torrance,
California
|
+$3.98M |
| 4 |
WAM
WNY Asset Management
Williamsville,
New York
|
+$3.18M |
| 5 |
JP Morgan Chase
New York
|
+$3.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$21M |
| 2 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.1M |
| 4 |
Fund Evaluation Group
Cincinnati,
Ohio
|
-$6.96M |
| 5 |
DF
Dunhill Financial
London,
United Kingdom
|
-$4.61M |
NULV Hedge Fund Activity: Q3 2023 in Review
203 of the 6,314 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2023, worth a combined $1.21B — down 6.7% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NULV positions and 13 closed out — a net gain of 5 holders — while 85 added to existing stakes and 67 trimmed.
The largest buyer was Bank of America, adding an estimated $16.7M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $21M.
- 203 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2023, up from 202 in Q2 2023.
- Funds reported $1.21B of Nuveen ESG Large-Cap Value ETF stock for Q3 2023, down 6.7% quarter-over-quarter.
- 18 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2023 and 13 closed out, a net change of +5 holders.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2023 was Bank of America, an estimated $16.7M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2023 was Perella Weinberg Partners Capital Management, an estimated $21M sold.
Based on aggregated 13F filings for Q3 2023.