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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

218 hedge funds and large institutions have $1.3B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

Holders
218
Holders Change
+15
Holders Change %
+7.39%
% of All Funds
3.2%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
68
Reduced
92
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$65.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$19.6M
3
CAM
3
Clarity Asset Management
Iowa
$10.9M
4
RWP
4
RWA Wealth Partners
Massachusetts
$5.46M
5
IWA
5
Invera Wealth Advisors
Oregon
$4.01M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$55.7M
2
Bank of America
2
Bank of America
North Carolina
$495M
3
LWP
3
Laurel Wealth Planning
Minnesota
$300K
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$127M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$495M 13,773,446 -394,254 -3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$127M 3,524,604 -158,064 -4%
Morgan Stanley
3
Morgan Stanley
New York
$65.8M 1,831,244 +770,036 +73%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$55.7M 1,550,247 -448,777 -22%
LPL Financial
5
LPL Financial
California
$35.5M 987,556 -76,831 -7%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$33.8M 940,900 +15,087 +2%
UBS Group
7
UBS Group
Switzerland
$27.7M 772,418 -31,613 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$26.3M 733,488 +48,285 +7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$20.6M 574,432 -39,405 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$20M 556,366 +60,964 +12%
PWPCM
11
Perella Weinberg Partners Capital Management
New York
$19.6M 545,914 +470,859 +627%
MD
12
Money Design
Japan
$18.1M 503,088 +1,285 +0.3%
EWM
13
Empirical Wealth Management
Washington
$13.1M 365,507 +3,657 +1%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$11.8M 328,598 -3,318 -1%
Lido Advisors
15
Lido Advisors
California
$11.4M 317,645 +4,270 +1%
CAM
16
Clarity Asset Management
Iowa
$10.9M 304,503 +304,503 New
FEG
17
Fund Evaluation Group
Ohio
$9.95M 277,198 +6,929 +3%
Ameriprise
18
Ameriprise
Minnesota
$9.85M 274,252 -20,433 -7%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$8.85M 246,427 +65,559 +36%
OBWP
20
O'Brien Wealth Partners
Massachusetts
$8.84M 246,258 +41,288 +20%
HighTower Advisors
21
HighTower Advisors
Illinois
$8.05M 223,875 -5,035 -2%
RCG
22
Regatta Capital Group
California
$7.78M 216,725 -6,036 -3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$7.71M 214,815 -17,868 -8%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$6.84M 190,505 +19,942 +12%
MWM
25
Mission Wealth Management
California
$6.67M 185,861 -1,010 -0.5%
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