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Nuveen ESG Large-Cap Value ETF
NULV

240 hedge funds and large institutions have $1.52B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 81 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

19% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 81

11% more capital invested

Capital invested by funds: $1.37B → $1.52B (+$152M)

3% more funds holding

Funds holding: 234 → 240 (+6)

0.4% more ownership

Funds ownership: 86.57% → 86.97% (+0.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
240
Holders Change
+6
Holders Change %
+2.56%
% of All Funds
3.45%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
17
Increased
96
Reduced
81
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.97M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$4.73M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$4.45M
4
Lido Advisors
Lido Advisors
California
+$3.51M
5
BPA
Beacon Pointe Advisors
California
+$3.45M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$9.02M
2
APP
Avantax Planning Partners
Iowa
-$3.2M
3
FEG
Fund Evaluation Group
Ohio
-$2.81M
4
GS
GTS Securities
New York
-$1.73M
5
UBS Group
UBS Group
Switzerland
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$584M -$9.02M -227,887 -2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$163M +$4.45M +112,258 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$63.5M -$297K -7,502 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$47.8M +$888K +22,416 +2%
LPL Financial
5
LPL Financial
California
$44.2M +$939K +23,722 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$40.5M +$4.97M +125,456 +15%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$39.3M -$989K -24,986 -3%
FA
8
Forefront Analytics
Pennsylvania
$29M +$265K +6,689 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$27.8M +$1.88M +47,485 +8%
UBS Group
10
UBS Group
Switzerland
$27.5M -$1.51M -38,202 -5%
MD
11
Money Design
Japan
$22.1M -$295K -7,461 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$20.4M -$964K -24,330 -5%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$17.2M +$2.12M +53,489 +15%
EWM
14
Empirical Wealth Management
Washington
$15.9M +$407K +10,277 +3%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$13.5M +$241K +6,086 +2%
Lido Advisors
16
Lido Advisors
California
$11.5M +$3.51M +88,532 +47%
Ameriprise
17
Ameriprise
Minnesota
$11.4M -$1.17M -29,652 -10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.3M +$33.7K +850 +0.3%
OBWP
19
O'Brien Wealth Partners
Massachusetts
$11.1M -$70.3K -1,774 -0.7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$10.9M +$4.73M +119,338 +85%
AAS
21
Ameritas Advisory Services
Nebraska
$10.5M -$697K -17,605 -7%
BPA
22
Beacon Pointe Advisors
California
$9.98M +$3.45M +87,049 +57%
Mariner
23
Mariner
Kansas
$9.27M +$2.31M +58,293 +36%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$8.84M -$809K -20,432 -9%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$8.16M +$688K +17,383 +10%
1
2 3 4 5

NULV Hedge Fund Activity: Q3 2024 in Review

240 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q3 2024, worth a combined $1.52B — up 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NULV positions and 9 closed out — a net gain of 8 holders — while 96 added to existing stakes and 81 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.97M. The largest seller was Bank of America, cutting an estimated $9.02M.

  • 240 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q3 2024, up from 234 in Q2 2024.
  • Funds reported $1.52B of Nuveen ESG Large-Cap Value ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 17 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q3 2024 and 9 closed out, a net change of +8 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $4.97M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q3 2024 was Bank of America, an estimated $9.02M sold.

Based on aggregated 13F filings for Q3 2024.