Nuveen ESG Large-Cap Value ETF
NULV
235 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, 85 reducing their positions, and 16 closing their positions.
56% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 16
34% more capital inflows, than outflows
Capital inflows: $46.4M | Capital outflows: $34.6M
3% more funds holding
Funds holding: 228 → 235 (+7)
1% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 85
0.27% more ownership
Funds ownership: 86.41% → 86.67% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$10.9M |
| 2 |
Morgan Stanley
New York
|
+$4.65M |
| 3 |
CNBT
Canandaigua National Bank & Trust
Canandaigua,
New York
|
+$2.19M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.16M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.68M |
| 2 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$2.55M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.27M |
| 4 |
Advisory Services Network
Atlanta,
Georgia
|
-$2.22M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.85M |
NULV Hedge Fund Activity: Q2 2024 in Review
235 of the 6,940 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2024, worth a combined $1.37B — down 2.3% from $1.41B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new NULV positions and 16 closed out — a net gain of 9 holders — while 86 added to existing stakes and 85 trimmed.
The largest buyer was Forefront Analytics, adding an estimated $10.9M. The largest seller was UBS Group, cutting an estimated $2.68M.
- 235 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2024, up from 228 in Q1 2024.
- Funds reported $1.37B of Nuveen ESG Large-Cap Value ETF stock for Q2 2024, down 2.3% quarter-over-quarter.
- 25 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2024 and 16 closed out, a net change of +9 holders.
- The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2024 was Forefront Analytics, an estimated $10.9M added.
- The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2024 was UBS Group, an estimated $2.68M sold.
Based on aggregated 13F filings for Q2 2024.