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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

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.

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
3.24%
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
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$124M
2
Bank of America
2
Bank of America
North Carolina
$476M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$11.1M
4
AAS
4
Ameritas Advisory Services
Nebraska
$8.32M
5
EWA
5
EP Wealth Advisors
California
$3.87M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$2.52M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$7.82M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23M
4
FEG
4
Fund Evaluation Group
Ohio
$9.08M
5
DF
5
Dunhill Financial
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$476M 14,167,700 +477,973 +3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$124M 3,682,668 +3,682,668 New
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$67.1M 1,999,024 +86,202 +5%
LPL Financial
4
LPL Financial
California
$35.8M 1,064,387 +24,694 +2%
Morgan Stanley
5
Morgan Stanley
New York
$35.6M 1,061,208 -8,289 -0.8%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$31.2M 925,813 -9,604 -1%
UBS Group
7
UBS Group
Switzerland
$27M 804,031 -51,253 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$23M 685,203 -288,082 -30%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$20.6M 613,837 -34,654 -5%
MD
10
Money Design
Japan
$16.9M 501,803 +21,662 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$16.6M 495,402 +70,845 +17%
EWM
12
Empirical Wealth Management
Washington
$12.2M 361,850 +22,994 +7%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$11.1M 331,916 +331,916 New
Lido Advisors
14
Lido Advisors
California
$10.5M 313,375 +4,240 +1%
Ameriprise
15
Ameriprise
Minnesota
$9.92M 294,685 -80,695 -21%
LWP
16
Laurel Wealth Planning
Minnesota
$9.76M 290,685 -16,565 -5%
FEG
17
Fund Evaluation Group
Ohio
$9.08M 270,269 -199,133 -42%
AAS
18
Ameritas Advisory Services
Nebraska
$8.32M 247,652 +247,652 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.82M 232,683 -299,930 -56%
HighTower Advisors
20
HighTower Advisors
Illinois
$7.69M 228,910 +31,616 +16%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.51M 223,459 -88,884 -28%
RCG
22
Regatta Capital Group
California
$7.48M 222,761 +1,860 +0.8%
OBWP
23
O'Brien Wealth Partners
Massachusetts
$6.88M 204,970 +8,400 +4%
MWM
24
Mission Wealth Management
California
$6.28M 186,871 +1,376 +0.7%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$6.08M 180,868 +57,650 +47%
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