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Nuveen ESG Large-Cap Value ETF

253 hedge funds and large institutions have $1.5B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 99 increasing their positions, 95 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

4% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 95

3% more capital invested

Capital invested by funds: $1.46B → $1.5B (+$38.7M)

0% less funds holding

Funds holding: 254253 (-1)

1.11% less ownership

Funds ownership: 87.61%86.5% (-1.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
253
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
15
Increased
99
Reduced
95
Closed
14
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
$569M +$1.65M +41,550 +0.3%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$180M +$17.2M +431,789 +11%
JP Morgan Chase
3
JP Morgan Chase
New York
$84.6M -$182K -4,577 -0.2%
LPL Financial
4
LPL Financial
California
$57.1M +$2.06M +51,708 +4%
Morgan Stanley
5
Morgan Stanley
New York
$49.2M -$845K -21,234 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$38.6M -$2.65M -66,493 -7%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$33.2M -$618K -15,540 -2%
UBS Group
8
UBS Group
Switzerland
$23M -$302K -7,594 -1%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$20M +$316K +7,935 +2%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$19.1M -$626K -15,741 -3%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$18.9M +$9.86M +247,808 +122%
EWM
12
Empirical Wealth Management
Washington
$16.2M -$165K -4,144 -1%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$14.5M +$141K +3,552 +1%
FA
14
Forefront Analytics
Pennsylvania
$14.5M -$8.32M -209,125 -38%
BPA
15
Beacon Pointe Advisors
California
$14M +$976K +24,517 +8%
Raymond James Financial
16
Raymond James Financial
Florida
$13.7M +$80K +2,009 +0.6%
EB
17
Eastern Bank
Massachusetts
$12.8M -$57.5K -1,446 -0.5%
OBWP
18
O'Brien Wealth Partners
Massachusetts
$11.4M +$68.1K +1,710 +0.6%
Ameriprise
19
Ameriprise
Minnesota
$10.5M -$229K -5,750 -2%
Mariner
20
Mariner
Kansas
$9.89M +$340K +8,540 +4%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$9.18M +$52.6K +1,322 +0.6%
MWM
22
Mission Wealth Management
California
$8.83M +$194K +4,885 +2%
FEG
23
Fund Evaluation Group
Ohio
$8.82M -$291K -7,300 -3%
MD
24
Money Design
Japan
$8.43M -$422K -10,599 -5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.62M +$12.7K +319 +0.2%

NULV Hedge Fund Activity: Q2 2025 in Review

253 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Value ETF (NULV) for Q2 2025, worth a combined $1.5B — up 2.6% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NULV positions and 14 closed out — a net gain of 1 holder — while 99 added to existing stakes and 95 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $17.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $22.6M.

  • 253 institutional investors held Nuveen ESG Large-Cap Value ETF (NULV) as of Q2 2025, down from 254 in Q1 2025.
  • Funds reported $1.5B of Nuveen ESG Large-Cap Value ETF stock for Q2 2025, up 2.6% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Value ETF positions in Q2 2025 and 14 closed out, a net change of +1 holder.
  • The largest Nuveen ESG Large-Cap Value ETF buyer in Q2 2025 was TIAA Trust, National Association, an estimated $17.2M added.
  • The largest Nuveen ESG Large-Cap Value ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $22.6M sold.

Based on aggregated 13F filings for Q2 2025.