Nuveen ESG Large-Cap Value ETF
NULV
221 hedge funds and large institutions have $1.27B invested in Nuveen ESG Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 67 increasing their positions, 93 reducing their positions, and 13 closing their positions.
169% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 13
9% more funds holding
Funds holding: 203 → 221 (+18)
2% more ownership
Funds ownership: 83.52% → 85.52% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
17% less capital inflows, than outflows
Capital inflows: $69.5M | Capital outflows: $83.8M
28% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$16.1M |
| 2 |
RWA Wealth Partners
Newton,
Massachusetts
|
+$5.19M |
| 3 |
BCAM
Boston Common Asset Management
Boston,
Massachusetts
|
+$2.33M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$2.26M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$15.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$13.5M |
| 3 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
-$9.65M |
| 4 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$5.4M |
| 5 |
Morgan Stanley
New York
|
-$4.97M |
NULV Hedge Fund Activity: Q4 2023 in Review
221 of the 6,873 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2023, worth a combined $1.27B — up 4.6% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new NULV positions and 13 closed out — a net gain of 22 holders — while 67 added to existing stakes and 93 trimmed.
The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $16.1M. The largest seller was JP Morgan Chase, cutting an estimated $15.3M.
- 221 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2023, up from 203 in Q3 2023.
- Funds reported $1.27B of Nuveen ESG Large-Cap Value ETF stock for Q4 2023, up 4.6% quarter-over-quarter.
- 35 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2023 and 13 closed out, a net change of +22 holders.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2023 was Perella Weinberg Partners Capital Management, an estimated $16.1M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2023 was JP Morgan Chase, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2023.