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Nuveen ESG Large-Cap Value ETF

256 hedge funds and large institutions have $1.56B invested in Nuveen ESG Large-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

18% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 80

1% more funds holding

Funds holding: 253256 (+3)

4% more capital invested

Capital invested by funds: $1.5B → $1.56B (+$66.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.33% less ownership

Funds ownership: 86.5%85.17% (-1.3%)

Holders
256
Holders Change
+3
Holders Change %
+1.19%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
94
Reduced
80
Closed
12
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
$601M +$5.88M +137,834 +1%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$205M +$16.2M +380,829 +9%
JP Morgan Chase
3
JP Morgan Chase
New York
$89.1M +$696K +16,303 +0.8%
LPL Financial
4
LPL Financial
California
$62.2M +$2.42M +56,628 +4%
Morgan Stanley
5
Morgan Stanley
New York
$52.7M +$1.14M +26,811 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$33.7M -$1.06M -24,737 -3%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$29.2M +$8.97M +210,324 +46%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$28M -$12M -282,104 -31%
UBS Group
9
UBS Group
Switzerland
$23M -$934K -21,900 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$21.1M +$231K +5,425 +1%
EWM
11
Empirical Wealth Management
Washington
$17.6M +$671K +15,739 +4%
BPA
12
Beacon Pointe Advisors
California
$17.2M +$2.43M +56,854 +17%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$16.5M +$1.31M +30,625 +9%
EB
14
Eastern Bank
Massachusetts
$12.9M -$481K -11,283 -4%
OBWP
15
O'Brien Wealth Partners
Massachusetts
$11.8M -$179K -4,202 -2%
FA
16
Forefront Analytics
Pennsylvania
$10.9M -$4.18M -97,940 -28%
Ameriprise
17
Ameriprise
Minnesota
$10.3M -$638K -14,944 -6%
Mariner
18
Mariner
Kansas
$10.3M -$49.1K -1,150 -0.5%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$9.63M -$9.86M -231,027 -51%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$9.39M -$199K -4,656 -2%
MWM
21
Mission Wealth Management
California
$9.3M +$60K +1,407 +0.7%
FEG
22
Fund Evaluation Group
Ohio
$9.18M -$51.2K -1,199 -0.6%
Raymond James Financial
23
Raymond James Financial
Florida
$9.13M -$5.03M -117,828 -36%
AF
24
Allworth Financial
California
$8.22M +$405K +9,491 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$8.1M +$129K +3,030 +2%