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Nuveen ESG Large-Cap Value ETF

227 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, 98 increasing their positions, 73 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

34% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 73

8% more capital invested

Capital invested by funds: $1.3B → $1.41B (+$109M)

3% more funds holding

Funds holding: 220227 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.1% less ownership

Funds ownership: 87.64%86.54% (-1.1%)

Holders
227
Holders Change
+7
Holders Change %
+3.18%
% of All Funds
3.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
98
Reduced
73
Closed
10
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
$555M +$18.7M +508,259 +4%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$147M +$9.52M +259,417 +7%
JP Morgan Chase
3
JP Morgan Chase
New York
$60M -$271K -7,387 -0.5%
LPL Financial
4
LPL Financial
California
$41.6M +$3.08M +84,002 +9%
Morgan Stanley
5
Morgan Stanley
New York
$38.8M -$30.5M -831,527 -45%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$36.8M +$243K +6,610 +0.7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$30.7M +$2.07M +56,513 +8%
UBS Group
8
UBS Group
Switzerland
$29.8M -$180K -4,901 -0.6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$23.4M +$1.68M +45,823 +8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$21.2M -$1.07M -29,138 -5%
MD
11
Money Design
Japan
$19.4M -$165K -4,503 -0.9%
FA
12
Forefront Analytics
Pennsylvania
$15.5M +$14.7M +399,284 New
EWM
13
Empirical Wealth Management
Washington
$14.9M +$656K +17,872 +5%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$12.7M -$90.9K -2,475 -0.8%
Ameriprise
15
Ameriprise
Minnesota
$12.4M +$1.64M +44,563 +16%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$11.5M +$1.86M +50,747 +21%
AAS
17
Ameritas Advisory Services
Nebraska
$10M +$3.75M +102,029 +65%
OBWP
18
O'Brien Wealth Partners
Massachusetts
$9.72M +$145K +3,958 +2%
FEG
19
Fund Evaluation Group
Ohio
$9.2M -$1.49M -40,482 -15%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$8.56M +$200K +5,438 +3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$8.42M +$965K +26,297 +14%
HighTower Advisors
22
HighTower Advisors
Illinois
$8.04M -$618K -16,821 -8%
MWM
23
Mission Wealth Management
California
$7.31M +$81.4K +2,218 +1%
Lido Advisors
24
Lido Advisors
California
$7.19M -$4.87M -132,657 -42%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$7.17M +$1.44M +39,216 +27%

NULV Hedge Fund Activity: Q1 2024 in Review

227 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2024, worth a combined $1.41B — up 8.4% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new NULV positions and 10 closed out — a net gain of 10 holders — while 98 added to existing stakes and 73 trimmed.

The largest buyer was Bank of America, adding an estimated $18.7M. The largest seller was Morgan Stanley, cutting an estimated $30.5M.

  • 227 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2024, up from 220 in Q4 2023.
  • Funds reported $1.41B of Nuveen ESG Large-Cap Value ETF stock for Q1 2024, up 8.4% quarter-over-quarter.
  • 20 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2024 was Bank of America, an estimated $18.7M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2024.