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Nuveen ESG Large-Cap Value ETF

254 hedge funds and large institutions have $1.46B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 80 increasing their positions, 107 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

2% more funds holding

Funds holding: 249254 (+5)

1% more capital invested

Capital invested by funds: $1.45B → $1.46B (+$10.1M)

1.33% less ownership

Funds ownership: 88.94%87.61% (-1.3%)

25% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 107

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
+5
Holders Change %
+2.01%
% of All Funds
3.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
80
Reduced
107
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
$548M -$1.53M -37,695 -0.3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$156M -$2.83M -69,821 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$81.9M +$925K +22,805 +1%
LPL Financial
4
LPL Financial
California
$53.1M +$9.07M +223,762 +21%
Morgan Stanley
5
Morgan Stanley
New York
$48.4M +$1.36M +33,464 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$40M -$1.52M -37,557 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$32.7M +$1.76M +43,495 +6%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$27.3M -$8.44M -208,129 -24%
UBS Group
9
UBS Group
Switzerland
$22.5M -$2.85M -70,195 -11%
FA
10
Forefront Analytics
Pennsylvania
$22.5M -$3.4M -83,811 -13%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$19.1M +$806K +19,886 +4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$19M -$887K -21,863 -4%
EWM
13
Empirical Wealth Management
Washington
$15.8M -$53.2K -1,311 -0.3%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$13.9M -$6.2K -153 -0%
Raymond James Financial
15
Raymond James Financial
Florida
$13.1M +$618K +15,251 +5%
BPA
16
Beacon Pointe Advisors
California
$12.6M +$1.72M +42,328 +16%
EB
17
Eastern Bank
Massachusetts
$12.4M +$6.79M +167,498 +121%
OBWP
18
O'Brien Wealth Partners
Massachusetts
$11M -$88.7K -2,188 -0.8%
Ameriprise
19
Ameriprise
Minnesota
$10.4M -$935K -23,061 -8%
Mariner
20
Mariner
Kansas
$9.21M +$128K +3,147 +1%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$8.81M +$147K +3,623 +2%
FEG
22
Fund Evaluation Group
Ohio
$8.8M +$53.7K +1,323 +0.6%
MD
23
Money Design
Japan
$8.57M -$13M -319,350 -60%
MWM
24
Mission Wealth Management
California
$8.33M +$693K +17,096 +9%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$8.22M -$35.7K -881 -0.4%

NULV Hedge Fund Activity: Q1 2025 in Review

254 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q1 2025, worth a combined $1.46B — up 0.7% from $1.45B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new NULV positions and 17 closed out — a net gain of 7 holders — while 80 added to existing stakes and 107 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.07M. The largest seller was Money Design, cutting an estimated $13M.

  • 254 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q1 2025, up from 249 in Q4 2024.
  • Funds reported $1.46B of Nuveen ESG Large-Cap Value ETF stock for Q1 2025, up 0.7% quarter-over-quarter.
  • 24 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q1 2025 and 17 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q1 2025 was LPL Financial, an estimated $9.07M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q1 2025 was Money Design, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2025.