Nuveen ESG Large-Cap Growth ETF
NULG
31 hedge funds and large institutions have $34.5M invested in Nuveen ESG Large-Cap Growth ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 2 closing their positions.
280% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 5
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
11% more funds holding
Funds holding: 28 → 31 (+3)
5.98% less ownership
Funds ownership: 65.09% → 59.11% (-6%)
30% less capital invested
Capital invested by funds: $49.2M → $34.5M (-$14.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$899K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$689K |
| 3 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$449K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$443K |
| 5 |
HA
Harborview Advisors
Portland,
Maine
|
+$315K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$18.6M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$747K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$573K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$145K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$121K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
26
CX Institutional
Auburn,
Indiana
| $45K | +$9.35K | +259 | +27% |
|
|
LFG
27
LifePlan Financial Group
Dayton,
Ohio
| $38K | – | – | – |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $26K | -$13.2K | -365 | -34% |
|
|
SF
29
Synovus Financial
Columbus,
Georgia
| $23K | +$5.78K | +160 | +35% |
|
|
PFGIA
30
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $18K | +$17K | +472 | New |
|
|
OIA
31
OneDigital Investment Advisors
Overland Park,
Kansas
| $10K | +$9.35K | +259 | New |
|
|
UB
32
UMB Bank
Kansas City,
Missouri
| $855 | +$266K | +7,380 | +47% |
|
|
33
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$573K | -16,272 | Closed |
|
|
WP
34
WealthShield Partners
Cary,
North Carolina
| – | -$66K | -1,886 | Closed |
|
NULG Hedge Fund Activity: Q2 2019 in Review
31 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2019, worth a combined $34.5M — down 30% from $49.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NULG positions and 2 closed out — a net gain of 3 holders — while 19 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $899K. The largest seller was Nuveen, cutting an estimated $18.6M.
- 31 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2019, up from 28 in Q1 2019.
- Funds reported $34.5M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2019, down 30% quarter-over-quarter.
- 5 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2019 and 2 closed out, a net change of +3 holders.
- The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2019 was LPL Financial, an estimated $899K added.
- The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2019 was Nuveen, an estimated $18.6M sold.
Based on aggregated 13F filings for Q2 2019.