Nuveen ESG Large-Cap ETF
NULC
20 hedge funds and large institutions have $13.7M invested in Nuveen ESG Large-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
11% more funds holding
Funds holding: 18 → 20 (+2)
2.95% less ownership
Funds ownership: 61.22% → 58.27% (-3%)
6% less capital invested
Capital invested by funds: $14.7M → $13.7M (-$928K)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$326K |
| 2 |
LPL Financial
San Diego,
California
|
+$98.6K |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$74.8K |
| 4 |
WIM
Westside Investment Management
Santa Monica,
California
|
+$9.47K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$856K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$751K |
| 3 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
-$255K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$196K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$66.6K |
NULC Hedge Fund Activity: Q2 2023 in Review
20 of the 6,385 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap ETF (NULC) for Q2 2023, worth a combined $13.7M — down 6.3% from $14.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NULC positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 8 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $326K. The largest seller was 3EDGE Asset Management, cutting an estimated $856K.
- 20 institutional investors held Nuveen ESG Large-Cap ETF (NULC) as of Q2 2023, up from 18 in Q1 2023.
- Funds reported $13.7M of Nuveen ESG Large-Cap ETF stock for Q2 2023, down 6.3% quarter-over-quarter.
- 4 funds opened new Nuveen ESG Large-Cap ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest Nuveen ESG Large-Cap ETF buyer in Q2 2023 was Retirement Capital Strategies, an estimated $326K added.
- The largest Nuveen ESG Large-Cap ETF seller in Q2 2023 was 3EDGE Asset Management, an estimated $856K sold.
Based on aggregated 13F filings for Q2 2023.