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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

232 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, 84 increasing their positions, 84 reducing their positions, and 16 closing their positions.

Holders
232
Holders Change
+7
Holders Change %
+3.11%
% 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
84
Reduced
84
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Forefront Analytics
Pennsylvania
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$42.4M
3
CNBT
3
Canandaigua National Bank & Trust
New York
$2.19M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$12.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$31.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$26.3M
2
GAA
2
Global Assets Advisory
Florida
$0
3
3AM
3
3EDGE Asset Management
Florida
$1.2M
4
Bank of America
4
Bank of America
North Carolina
$537M
5
ASN
5
Advisory Services Network
Georgia
$709K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$537M 14,221,691 -60,014 -0.4%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$143M 3,784,512 +491 +0%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$57.8M 1,530,735 -12,125 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$42.4M 1,122,893 +123,176 +12%
LPL Financial
5
LPL Financial
California
$39.2M 1,036,849 -34,709 -3%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$36.5M 966,457 +18,947 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.9M 844,181 +54,180 +7%
UBS Group
8
UBS Group
Switzerland
$26.3M 696,480 -71,037 -9%
FA
9
Forefront Analytics
Pennsylvania
$26M 687,947 +288,663 +72%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$23.3M 617,679 +15,490 +3%
MD
11
Money Design
Japan
$20.3M 537,753 +39,168 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$19.4M 513,325 -31,969 -6%
EWM
13
Empirical Wealth Management
Washington
$14M 370,069 -13,310 -3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$12.8M 354,264 +57,090 +19%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$12M 316,589 -9,534 -3%
Ameriprise
16
Ameriprise
Minnesota
$11.4M 301,136 -17,679 -6%
AAS
17
Ameritas Advisory Services
Nebraska
$10.2M 269,463 +11,489 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$10.2M 268,906 +48,653 +22%
OBWP
19
O'Brien Wealth Partners
Massachusetts
$10.1M 268,352 +18,136 +7%
FEG
20
Fund Evaluation Group
Ohio
$8.99M 237,799 +1,083 +0.5%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$8.78M 232,399 +15,597 +7%
HighTower Advisors
22
HighTower Advisors
Illinois
$7.19M 190,178 -16,876 -8%
Lido Advisors
23
Lido Advisors
California
$7.07M 187,145 +2,157 +1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$6.84M 181,130 -3,296 -2%
MWM
25
Mission Wealth Management
California
$6.79M 179,733 -8,346 -4%
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