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Nuveen ESG Large-Cap ETF

20 hedge funds and large institutions have $20M invested in Nuveen ESG Large-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more capital invested

Capital invested by funds: $17M → $20M (+$2.94M)

5% more funds holding

Funds holding: 1920 (+1)

2.03% more ownership

Funds ownership: 55.44%57.47% (+2%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$9.26M
TWM
2
Tolleson Wealth Management
Texas
$2.94M +$76.9K +1,730 +3%
Citadel Advisors
3
Citadel Advisors
Florida
$1.7M +$1.63M +36,679 New
Bank of America
4
Bank of America
North Carolina
$1.21M -$34.6K -779 -3%
LPL Financial
5
LPL Financial
California
$741K -$98.3K -2,210 -12%
JWM
6
JFG Wealth Management
Colorado
$612K +$588K +13,224 New
Goldman Sachs
7
Goldman Sachs
New York
$592K
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$418K +$111K +2,500 +38%
TRCT
9
Tower Research Capital (TRC)
New York
$348K -$272K -6,125 -45%
HighTower Advisors
10
HighTower Advisors
Illinois
$346K -$10.7K -240 -3%
VAF
11
Values Added Financial
District of Columbia
$331K +$95K +2,137 +43%
Osaic Holdings
12
Osaic Holdings
Arizona
$327K
PAG
13
Private Advisor Group
New Jersey
$281K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$267K
WA
15
Wealth Architects
California
$209K +$201K +4,523 New
3AM
16
3EDGE Asset Management
Florida
$201K +$193K +4,350 New
AA
17
Addison Advisors
Vermont
$63.9K
WIM
18
Westside Investment Management
California
$61.3K
CTWM
19
Cherry Tree Wealth Management
Minnesota
$38.2K
PPA
20
Painted Porch Advisors
California
$11.5K +$400 +9 +4%
RCS
21
Retirement Capital Strategies
California
-$556K -12,679 Closed
HI
22
Horizon Investments
North Carolina
-$3.68K -84 Closed
UBS Group
23
UBS Group
Switzerland
-$3.07K -70 Closed

NULC Hedge Fund Activity: Q3 2024 in Review

20 of the 6,966 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap ETF (NULC) for Q3 2024, worth a combined $20M — up 17% from $17M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NULC positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.63M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $556K sold.

  • 20 institutional investors held Nuveen ESG Large-Cap ETF (NULC) as of Q3 2024, up from 19 in Q2 2024.
  • Funds reported $20M of Nuveen ESG Large-Cap ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 4 funds opened new Nuveen ESG Large-Cap ETF positions in Q3 2024 and 3 closed out, a net change of +1 holder.
  • The largest Nuveen ESG Large-Cap ETF buyer in Q3 2024 was Citadel Advisors, an estimated $1.63M added.
  • The largest Nuveen ESG Large-Cap ETF seller in Q3 2024 was Retirement Capital Strategies, an estimated $556K sold.

Based on aggregated 13F filings for Q3 2024.