We are live on ! Find out more
NULV icon

Nuveen ESG Large-Cap Value ETF

249 hedge funds and large institutions have $1.45B invested in Nuveen ESG Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 112 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

60% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 70

4% more funds holding

Funds holding: 240249 (+9)

1.97% more ownership

Funds ownership: 86.97%88.94% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less capital invested

Capital invested by funds: $1.52B → $1.45B (-$73.8M)

Holders
249
Holders Change
+9
Holders Change %
+3.75%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
112
Reduced
70
Closed
17
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
$534M -$17.7M -427,291 -3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$155M +$1.41M +34,028 +0.9%
JP Morgan Chase
3
JP Morgan Chase
New York
$78.7M +$19.8M +476,089 +31%
Morgan Stanley
4
Morgan Stanley
New York
$45.8M +$723K +17,412 +2%
LPL Financial
5
LPL Financial
California
$42.8M +$1.1M +26,609 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$40.4M +$2.29M +55,272 +6%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$35.5M -$3.78M -91,049 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$30.1M +$4.14M +99,604 +15%
FA
9
Forefront Analytics
Pennsylvania
$25.2M -$2.32M -55,813 -8%
UBS Group
10
UBS Group
Switzerland
$24.6M -$1.36M -32,679 -5%
MD
11
Money Design
Japan
$20.9M +$31.3K +755 +0.1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$19.3M +$49.5K +1,193 +0.2%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$17.8M +$1.82M +43,801 +11%
EWM
14
Empirical Wealth Management
Washington
$15.4M +$493K +11,872 +3%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$13.5M +$837K +20,155 +6%
Lido Advisors
16
Lido Advisors
California
$12.5M +$1.7M +40,998 +15%
Raymond James Financial
17
Raymond James Financial
Florida
$12.2M +$12.8M +308,997 New
Ameriprise
18
Ameriprise
Minnesota
$11M +$303K +7,286 +3%
OBWP
19
O'Brien Wealth Partners
Massachusetts
$10.7M +$265K +6,388 +2%
BPA
20
Beacon Pointe Advisors
California
$10.6M +$1.2M +28,966 +12%
Mariner
21
Mariner
Kansas
$8.83M +$84.1K +2,026 +0.9%
FEG
22
Fund Evaluation Group
Ohio
$8.53M +$2.06M +49,707 +30%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$8.42M +$83.2K +2,004 +0.9%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$8.03M +$343K +8,254 +4%
MWM
25
Mission Wealth Management
California
$7.43M +$52.4K +1,263 +0.7%

NULV Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q4 2024, worth a combined $1.45B — down 4.9% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULV positions and 17 closed out — a net gain of 13 holders — while 112 added to existing stakes and 70 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19.8M. The largest seller was Bank of America, cutting an estimated $17.7M.

  • 249 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q4 2024, up from 240 in Q3 2024.
  • Funds reported $1.45B of Nuveen ESG Large-Cap Value ETF stock for Q4 2024, down 4.9% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q4 2024 and 17 closed out, a net change of +13 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $19.8M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q4 2024 was Bank of America, an estimated $17.7M sold.

Based on aggregated 13F filings for Q4 2024.