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Nuveen ESG Large-Cap ETF

19 hedge funds and large institutions have $20.6M invested in Nuveen ESG Large-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $20M → $20.6M (+$642K)

0.8% less ownership

Funds ownership: 57.47%56.67% (-0.8%)

5% less funds holding

Funds holding: 2019 (-1)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$9.08M
TWM
2
Tolleson Wealth Management
Texas
$2.88M
Citadel Advisors
3
Citadel Advisors
Florida
$1.53M -$137K -2,900 -8%
TRCT
4
Tower Research Capital (TRC)
New York
$1.39M +$1.09M +23,165 +308%
Bank of America
5
Bank of America
North Carolina
$1.13M -$60.5K -1,280 -5%
LPL Financial
6
LPL Financial
California
$694K -$33.7K -714 -4%
JWM
7
JFG Wealth Management
Colorado
$601K
Goldman Sachs
8
Goldman Sachs
New York
$581K
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$530K +$125K +2,639 +29%
LAMNM
10
Longview Asset Management (New Mexico)
New Mexico
$456K +$474K +10,033 New
VAF
11
Values Added Financial
District of Columbia
$343K +$18.6K +394 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$342K
Osaic Holdings
13
Osaic Holdings
Arizona
$308K -$13.6K -287 -4%
PAG
14
Private Advisor Group
New Jersey
$276K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$267K +$5.05K +107 +2%
WIM
16
Westside Investment Management
California
$81.8K +$22.4K +475 +36%
AA
17
Addison Advisors
Vermont
$50.2K -$13K -275 -20%
CTWM
18
Cherry Tree Wealth Management
Minnesota
$37.5K
PPA
19
Painted Porch Advisors
California
$4.77K -$6.75K -143 -58%
WA
20
Wealth Architects
California
-$209K -4,523 Closed
3AM
21
3EDGE Asset Management
Florida
-$201K -4,350 Closed

NULC Hedge Fund Activity: Q4 2024 in Review

19 of the 7,594 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap ETF (NULC) for Q4 2024, worth a combined $20.6M — up 3.2% from $20M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NULC and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 5 added.

The largest buyer was Tower Research Capital (TRC), adding an estimated $1.09M. The largest seller was Wealth Architects, exiting entirely with an estimated $209K sold.

  • 19 institutional investors held Nuveen ESG Large-Cap ETF (NULC) as of Q4 2024, down from 20 in Q3 2024.
  • Funds reported $20.6M of Nuveen ESG Large-Cap ETF stock for Q4 2024, up 3.2% quarter-over-quarter.
  • 1 fund opened new Nuveen ESG Large-Cap ETF positions in Q4 2024 and 2 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap ETF buyer in Q4 2024 was Tower Research Capital (TRC), an estimated $1.09M added.
  • The largest Nuveen ESG Large-Cap ETF seller in Q4 2024 was Wealth Architects, an estimated $209K sold.

Based on aggregated 13F filings for Q4 2024.