Nuveen ESG Large-Cap ETF
NULC
13 hedge funds and large institutions have $14.5M invested in Nuveen ESG Large-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
6.34% less ownership
Funds ownership: 74.64% → 68.3% (-6.3%)
7% less funds holding
Funds holding: 14 → 13 (-1)
13% less capital invested
Capital invested by funds: $16.6M → $14.5M (-$2.12M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$250K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$37.3K |
| 3 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$11.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$720K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$595K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$400K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$7.41K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
1
Nuveen
Charlotte,
North Carolina
| $11.9M | – | – | – |
|
2
Goldman Sachs
New York
| $632K | – | – | – |
|
|
3
Citadel Advisors
Miami,
Florida
| $482K | -$595K | -17,817 | -53% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $373K | -$7.41K | -222 | -2% |
|
|
RA
5
RFG Advisory
Birmingham,
Alabama
| $244K | +$250K | +7,479 | New |
|
|
WA
6
Wealth Architects
Mountain View,
California
| $201K | – | – | – |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $178K | – | – | – |
|
|
CCM
8
Covington Capital Management
Los Angeles,
California
| $137K | – | – | – |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $88.9K | – | – | – |
|
|
AA
10
Addison Advisors
Middlebury,
Vermont
| $85K | – | – | – |
|
|
SBL
11
Sargent Bickham Lagudis
Boulder,
Colorado
| $80K | +$11.8K | +353 | +15% |
|
|
12
UBS Group
Zurich,
Switzerland
| $47K | +$37.3K | +1,117 | +254% |
|
|
HI
13
Harbour Investments
Madison,
Wisconsin
| $15K | – | – | – |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| – | -$720K | -22,682 | Closed |
|
|
15
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$400K | -12,620 | Closed |
|
NULC Hedge Fund Activity: Q3 2022 in Review
13 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap ETF (NULC) for Q3 2022, worth a combined $14.5M — down 13% from $16.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NULC and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was RFG Advisory, opening a new position worth an estimated $250K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $720K sold.
- 13 institutional investors held Nuveen ESG Large-Cap ETF (NULC) as of Q3 2022, down from 14 in Q2 2022.
- Funds reported $14.5M of Nuveen ESG Large-Cap ETF stock for Q3 2022, down 13% quarter-over-quarter.
- 1 fund opened new Nuveen ESG Large-Cap ETF positions in Q3 2022 and 2 closed out, a net change of -1 holder.
- The largest Nuveen ESG Large-Cap ETF buyer in Q3 2022 was RFG Advisory, an estimated $250K added.
- The largest Nuveen ESG Large-Cap ETF seller in Q3 2022 was Tower Research Capital (TRC), an estimated $720K sold.
Based on aggregated 13F filings for Q3 2022.