Nuveen ESG Large-Cap ETF
NULC
17 hedge funds and large institutions have $14.3M invested in Nuveen ESG Large-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
11% more capital invested
Capital invested by funds: $12.8M → $14.3M (+$1.47M)
0.41% more ownership
Funds ownership: 56.11% → 56.51% (+0.41%)
11% less funds holding
Funds holding: 19 → 17 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$545K |
| 2 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$288K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$211K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$195K |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$59.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$538K |
| 2 |
WA
Wealth Architects
Mountain View,
California
|
-$302K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$270K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$35K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$16.6K |
NULC Hedge Fund Activity: Q4 2023 in Review
17 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap ETF (NULC) for Q4 2023, worth a combined $14.3M — up 11% from $12.8M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of NULC and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 5 added.
The largest buyer was Bank of America, adding an estimated $545K. The largest seller was Tower Research Capital (TRC), exiting entirely with an estimated $538K sold.
- 17 institutional investors held Nuveen ESG Large-Cap ETF (NULC) as of Q4 2023, down from 19 in Q3 2023.
- Funds reported $14.3M of Nuveen ESG Large-Cap ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 2 funds opened new Nuveen ESG Large-Cap ETF positions in Q4 2023 and 4 closed out, a net change of -2 holders.
- The largest Nuveen ESG Large-Cap ETF buyer in Q4 2023 was Bank of America, an estimated $545K added.
- The largest Nuveen ESG Large-Cap ETF seller in Q4 2023 was Tower Research Capital (TRC), an estimated $538K sold.
Based on aggregated 13F filings for Q4 2023.