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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

225 hedge funds and large institutions have $1.41B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 97 increasing their positions, 72 reducing their positions, and 10 closing their positions.

Holders
225
Holders Change
+7
Holders Change %
+3.21%
% of All Funds
3.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
97
Reduced
72
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$555M
2
FA
2
Forefront Analytics
Pennsylvania
$15.5M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$147M
4
CA
4
Cetera Advisors
Colorado
$5.24M
5
AAS
5
Ameritas Advisory Services
Nebraska
$10M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.8M
2
PWPCM
2
Perella Weinberg Partners Capital Management
New York
$0
3
CAM
3
Clarity Asset Management
Iowa
$5.48M
4
Lido Advisors
4
Lido Advisors
California
$7.19M
5
RCG
5
Regatta Capital Group
California
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$555M 14,281,705 +508,259 +4%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$147M 3,784,021 +259,417 +7%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$60M 1,542,860 -7,387 -0.5%
LPL Financial
4
LPL Financial
California
$41.6M 1,071,558 +84,002 +9%
Morgan Stanley
5
Morgan Stanley
New York
$38.8M 999,717 -831,527 -45%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$36.8M 947,510 +6,610 +0.7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.7M 790,001 +56,513 +8%
UBS Group
8
UBS Group
Switzerland
$29.8M 767,517 -4,901 -0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$23.4M 602,189 +45,823 +8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$21.2M 545,294 -29,138 -5%
MD
11
Money Design
Japan
$19.4M 498,585 -4,503 -0.9%
FA
12
Forefront Analytics
Pennsylvania
$15.5M 399,284 +399,284 New
EWM
13
Empirical Wealth Management
Washington
$14.9M 383,379 +17,872 +5%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$12.7M 326,123 -2,475 -0.8%
Ameriprise
15
Ameriprise
Minnesota
$12.4M 318,815 +44,563 +16%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$11.5M 297,174 +50,747 +21%
AAS
17
Ameritas Advisory Services
Nebraska
$10M 257,974 +102,029 +65%
OBWP
18
O'Brien Wealth Partners
Massachusetts
$9.72M 250,216 +3,958 +2%
FEG
19
Fund Evaluation Group
Ohio
$9.2M 236,716 -40,482 -15%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$8.56M 220,253 +5,438 +3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$8.42M 216,802 +26,297 +14%
HighTower Advisors
22
HighTower Advisors
Illinois
$8.04M 207,054 -16,821 -8%
MWM
23
Mission Wealth Management
California
$7.31M 188,079 +2,218 +1%
Lido Advisors
24
Lido Advisors
California
$7.19M 184,988 -132,657 -42%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$7.17M 184,426 +39,216 +27%
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