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Nuveen ESG Large-Cap Value ETF

234 hedge funds and large institutions have $1.37B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 84 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

3% more funds holding

Funds holding: 227234 (+7)

2% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 84

0.04% more ownership

Funds ownership: 86.54%86.57% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $1.41B → $1.37B (-$35.2M)

Holders
234
Holders Change
+7
Holders Change %
+3.08%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
86
Reduced
84
Closed
16
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
$537M -$2.27M -60,014 -0.4%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$143M +$18.5K +491 +0%
JP Morgan Chase
3
JP Morgan Chase
New York
$57.8M -$458K -12,125 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$42.4M +$4.65M +123,176 +12%
LPL Financial
5
LPL Financial
California
$39.2M -$1.31M -34,709 -3%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$36.5M +$716K +18,947 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.9M +$2.05M +54,180 +7%
UBS Group
8
UBS Group
Switzerland
$26.3M -$2.68M -71,037 -9%
FA
9
Forefront Analytics
Pennsylvania
$26M +$10.9M +288,663 +72%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$23.3M +$585K +15,490 +3%
MD
11
Money Design
Japan
$20.3M +$1.48M +39,168 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$19.4M -$1.21M -31,969 -6%
EWM
13
Empirical Wealth Management
Washington
$14M -$503K -13,310 -3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$12.8M +$2.16M +57,090 +19%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$12M -$360K -9,534 -3%
Ameriprise
16
Ameriprise
Minnesota
$11.4M -$668K -17,679 -6%
AAS
17
Ameritas Advisory Services
Nebraska
$10.2M +$434K +11,489 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$10.2M +$1.84M +48,653 +22%
OBWP
19
O'Brien Wealth Partners
Massachusetts
$10.1M +$685K +18,136 +7%
FEG
20
Fund Evaluation Group
Ohio
$8.99M +$40.9K +1,083 +0.5%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$8.78M +$589K +15,597 +7%
HighTower Advisors
22
HighTower Advisors
Illinois
$7.19M -$637K -16,876 -8%
Lido Advisors
23
Lido Advisors
California
$7.07M +$81.5K +2,157 +1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$6.84M -$125K -3,296 -2%
MWM
25
Mission Wealth Management
California
$6.79M -$315K -8,346 -4%