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Nuveen ESG Large-Cap Value ETF

220 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 34 funds opening new positions, 68 increasing their positions, 92 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 13

8% more funds holding

Funds holding: 203220 (+17)

7% more capital invested

Capital invested by funds: $1.21B → $1.3B (+$87.4M)

4.12% more ownership

Funds ownership: 83.52%87.64% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

26% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 92

Holders
220
Holders Change
+17
Holders Change %
+8.37%
% of All Funds
3.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
34
Increased
68
Reduced
92
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
$495M -$13.5M -394,254 -3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$127M -$5.4M -158,064 -4%
Morgan Stanley
3
Morgan Stanley
New York
$65.8M +$26.3M +770,036 +73%
JP Morgan Chase
4
JP Morgan Chase
New York
$55.7M -$15.3M -448,777 -22%
LPL Financial
5
LPL Financial
California
$35.5M -$2.62M -76,831 -7%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$33.8M +$515K +15,087 +2%
UBS Group
7
UBS Group
Switzerland
$27.7M -$1.08M -31,613 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$26.3M +$1.65M +48,285 +7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$20.6M -$1.35M -39,405 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$20M +$2.08M +60,964 +12%
PWPCM
11
Perella Weinberg Partners Capital Management
New York
$19.6M +$16.1M +470,859 +627%
MD
12
Money Design
Japan
$18.1M +$43.9K +1,285 +0.3%
EWM
13
Empirical Wealth Management
Washington
$13.1M +$125K +3,657 +1%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$11.8M -$113K -3,318 -1%
Lido Advisors
15
Lido Advisors
California
$11.4M +$146K +4,270 +1%
CAM
16
Clarity Asset Management
Iowa
$10.9M +$10.4M +304,503 New
FEG
17
Fund Evaluation Group
Ohio
$9.95M +$237K +6,929 +3%
Ameriprise
18
Ameriprise
Minnesota
$9.85M -$698K -20,433 -7%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$8.85M +$2.24M +65,559 +36%
OBWP
20
O'Brien Wealth Partners
Massachusetts
$8.84M +$1.41M +41,288 +20%
HighTower Advisors
21
HighTower Advisors
Illinois
$8.05M -$172K -5,035 -2%
RCG
22
Regatta Capital Group
California
$7.78M -$206K -6,036 -3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$7.71M -$610K -17,868 -8%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$6.84M +$681K +19,942 +12%
MWM
25
Mission Wealth Management
California
$6.67M -$34.5K -1,010 -0.5%