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Nuveen ESG Large-Cap Value ETF
NULV

Overview Fund Activity

238 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, 80 reducing their positions, and 9 closing their positions.

Holders
238
Holders Change
+6
Holders Change %
+2.59%
% of All Funds
3.44%
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
80
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$40.5M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$10.9M
3
TIAA Trust, National Association
3
TIAA Trust, National Association
North Carolina
$163M
4
Lido Advisors
4
Lido Advisors
California
$11.5M
5
BPA
5
Beacon Pointe Advisors
California
$9.98M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$584M
2
APP
2
Avantax Planning Partners
Iowa
$523K
3
FEG
3
Fund Evaluation Group
Ohio
$6.97M
4
GS
4
GTS Securities
New York
$0
5
UBS Group
5
UBS Group
Switzerland
$27.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$584M 13,993,804 -227,887 -2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$163M 3,896,770 +112,258 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$63.5M 1,523,233 -7,502 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$47.8M 1,145,309 +22,416 +2%
LPL Financial
5
LPL Financial
California
$44.2M 1,060,571 +23,722 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$40.5M 969,637 +125,456 +15%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$39.3M 941,471 -24,986 -3%
FA
8
Forefront Analytics
Pennsylvania
$29M 694,636 +6,689 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$27.8M 665,164 +47,485 +8%
UBS Group
10
UBS Group
Switzerland
$27.5M 658,278 -38,202 -5%
MD
11
Money Design
Japan
$22.1M 530,292 -7,461 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$20.4M 488,995 -24,330 -5%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$17.2M 407,753 +53,489 +15%
EWM
14
Empirical Wealth Management
Washington
$15.9M 380,346 +10,277 +3%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$13.5M 322,675 +6,086 +2%
Lido Advisors
16
Lido Advisors
California
$11.5M 275,677 +88,532 +47%
Ameriprise
17
Ameriprise
Minnesota
$11.4M 271,484 -29,652 -10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$11.3M 269,756 +850 +0.3%
OBWP
19
O'Brien Wealth Partners
Massachusetts
$11.1M 266,578 -1,774 -0.7%
Corient Private Wealth
20
Corient Private Wealth
Florida
$10.9M 260,424 +119,338 +85%
AAS
21
Ameritas Advisory Services
Nebraska
$10.5M 251,858 -17,605 -7%
BPA
22
Beacon Pointe Advisors
California
$9.98M 239,318 +87,049 +57%
Mariner
23
Mariner
Kansas
$9.27M 222,217 +58,293 +36%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$8.84M 211,967 -20,432 -9%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$8.16M 195,667 +17,383 +10%
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