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Nuveen ESG Large-Cap ETF
NULC

15 hedge funds and large institutions have $20.9M invested in Nuveen ESG Large-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

50% more funds holding

Funds holding: 10 → 15 (+5)

21% more capital invested

Capital invested by funds: $17.4M → $20.9M (+$3.56M)

6.45% more ownership

Funds ownership: 66.03% → 72.48% (+6.4%)

Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.1M
2
Goldman Sachs
Goldman Sachs
New York
+$887K
3
TRCT
Tower Research Capital (TRC)
New York
+$535K
4
CA
Cornerstone Advisory
Maryland
+$276K
5
CPIG
Chicago Partners Investment Group
Illinois
+$255K

Top Sellers

Rank Fund Capital Flow
1
PWM
Prentice Wealth Management
New York
-$36K
2
AWA
Arkadios Wealth Advisors
Georgia
-$24K
3
HI
Harbour Investments
Wisconsin
-$1.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
1
Nuveen
North Carolina
$16.3M – – –
Citadel Advisors
2
Citadel Advisors
Florida
$1.07M +$1.1M +26,051 New
Goldman Sachs
3
Goldman Sachs
New York
$864K +$887K +20,921 New
TRCT
4
Tower Research Capital (TRC)
New York
$757K +$535K +12,621 +220%
Bank of America
5
Bank of America
North Carolina
$453K +$14.9K +352 +3%
WA
6
Wealth Architects
California
$349K +$63.4K +1,494 +21%
CA
7
Cornerstone Advisory
Maryland
$268K +$276K +6,500 New
Osaic Holdings
8
Osaic Holdings
Arizona
$232K +$2.46K +58 +1%
CPIG
9
Chicago Partners Investment Group
Illinois
$224K +$255K +6,007 New
APA
10
American Portfolios Advisors
New York
$121K +$125K +2,941 New
CCM
11
Covington Capital Management
California
$98K +$1.7K +40 +2%
AWA
12
Amplius Wealth Advisors
Pennsylvania
$95K +$98.3K +2,317 New
SBL
13
Sargent Bickham Lagudis
Colorado
$91K +$2.71K +64 +3%
HI
14
Harbour Investments
Wisconsin
$20K -$1.1K -26 -5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12.5K +295 New
PWM
16
Prentice Wealth Management
New York
– -$36K -900 Closed
AWA
17
Arkadios Wealth Advisors
Georgia
– -$24K -600 Closed

NULC Hedge Fund Activity: Q4 2021 in Review

15 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap ETF (NULC) for Q4 2021, worth a combined $20.9M — up 21% from $17.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NULC positions and 2 closed out — a net gain of 5 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.1M. The largest seller was Prentice Wealth Management, exiting entirely with an estimated $36K sold.

  • 15 institutional investors held Nuveen ESG Large-Cap ETF (NULC) as of Q4 2021, up from 10 in Q3 2021.
  • Funds reported $20.9M of Nuveen ESG Large-Cap ETF stock for Q4 2021, up 21% quarter-over-quarter.
  • 7 funds opened new Nuveen ESG Large-Cap ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest Nuveen ESG Large-Cap ETF buyer in Q4 2021 was Citadel Advisors, an estimated $1.1M added.
  • The largest Nuveen ESG Large-Cap ETF seller in Q4 2021 was Prentice Wealth Management, an estimated $36K sold.

Based on aggregated 13F filings for Q4 2021.