Nuveen Growth Opportunities ETF
NUGO
9 hedge funds and large institutions have $3B invested in Nuveen Growth Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
1% more capital invested
Capital invested by funds: $2.98B → $3B (+$16.8M)
4.49% less ownership
Funds ownership: 99.88% → 95.39% (-4.5%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
+$188K |
| 2 |
LPL Financial
San Diego,
California
|
+$98.7K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$47.9K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$22.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$215M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$37.5M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
-$946K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$324K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$144K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
1
Nuveen
Charlotte,
North Carolina
| $3B | -$215M | -7,168,860 | -7% |
|
|
2
LPL Financial
San Diego,
California
| $1.09M | +$98.7K | +3,299 | +11% |
|
|
3
Citadel Advisors
Miami,
Florida
| $615K | -$37.5M | -1,254,070 | -98% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $312K | +$22.1K | +739 | +8% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $279K | -$144K | -4,804 | -36% |
|
|
GFG
6
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| $202K | +$188K | +6,295 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $94K | -$324K | -10,813 | -79% |
|
|
IAIM
8
International Assets Investment Management
Orlando,
Florida
| $51.5K | +$47.9K | +1,600 | New |
|
|
PA
9
Parallel Advisors
San Francisco,
California
| $27.6K | – | – | – |
|
|
CIA
10
Concurrent Investment Advisors
Tampa,
Florida
| – | -$946K | -32,264 | Closed |
|
NUGO Hedge Fund Activity: Q2 2024 in Review
9 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Nuveen Growth Opportunities ETF (NUGO) for Q2 2024, worth a combined $3B — up 0.56% from $2.98B a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NUGO positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Goldstone Financial Group, opening a new position worth an estimated $188K. The largest seller was Nuveen, cutting an estimated $215M.
- 9 institutional investors held Nuveen Growth Opportunities ETF (NUGO) as of Q2 2024, up from 8 in Q1 2024.
- Funds reported $3B of Nuveen Growth Opportunities ETF stock for Q2 2024, up 0.56% quarter-over-quarter.
- 2 funds opened new Nuveen Growth Opportunities ETF positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest Nuveen Growth Opportunities ETF buyer in Q2 2024 was Goldstone Financial Group, an estimated $188K added.
- The largest Nuveen Growth Opportunities ETF seller in Q2 2024 was Nuveen, an estimated $215M sold.
Based on aggregated 13F filings for Q2 2024.