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Nuveen ESG Large-Cap ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 1917 (-2)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$7.79M
TWM
2
Tolleson Wealth Management
Texas
$1.66M +$288K +7,850 +23%
Bank of America
3
Bank of America
North Carolina
$1.1M +$545K +14,847 +110%
Goldman Sachs
4
Goldman Sachs
New York
$815K
LPL Financial
5
LPL Financial
California
$528K +$1.65K +45 +0.3%
RCS
6
Retirement Capital Strategies
California
$499K +$59.8K +1,628 +15%
3AM
7
3EDGE Asset Management
Florida
$366K -$404 -11 -0.1%
Osaic Holdings
8
Osaic Holdings
Arizona
$333K
HighTower Advisors
9
HighTower Advisors
Illinois
$321K -$35K -954 -10%
PAG
10
Private Advisor Group
New Jersey
$283K
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$223K +$211K +5,735 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$207K +$195K +5,309 New
AA
13
Addison Advisors
Vermont
$109K
CTWM
14
Cherry Tree Wealth Management
Minnesota
$32.1K
WIM
15
Westside Investment Management
California
$24.3K
UBS Group
16
UBS Group
Switzerland
$10.7K +$6.61K +180 +191%
HI
17
Horizon Investments
North Carolina
$3.23K
TRCT
18
Tower Research Capital (TRC)
New York
-$538K -15,271 Closed
WA
19
Wealth Architects
California
-$302K -8,573 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$270K -7,678 Closed
HI
21
Harbour Investments
Wisconsin
-$16.6K -470 Closed

NULC Hedge Fund Activity: Q4 2023 in Review

17 of the 6,862 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.