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Nuveen ESG Large-Cap Growth ETF
NULG

38 hedge funds and large institutions have $53.4M invested in Nuveen ESG Large-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 5

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

55% more capital invested

Capital invested by funds: $34.5M → $53.4M (+$18.9M)

23% more funds holding

Funds holding: 31 → 38 (+7)

4.04% more ownership

Funds ownership: 59.11% → 63.16% (+4%)

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
20
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
+$16.7M
2
TF
TIAA FSB
Florida
+$11.7M
3
UBS Group
UBS Group
Switzerland
+$1.06M
4
LPL Financial
LPL Financial
California
+$636K
5
Jane Street
Jane Street
New York
+$481K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$16.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$925K
3
TRCT
Tower Research Capital (TRC)
New York
-$78.7K
4
AC
Avestar Capital
New York
-$52K
5
HA
Harborview Advisors
Maine
-$30.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Sowell Financial Services
Arkansas
$252K +$251K +6,613 New
APA
27
American Portfolios Advisors
New York
$228K -$16K -422 -7%
RJA
28
Raymond James & Associates
Florida
$201K +$200K +5,279 New
FANJ
29
Financial Architects (New Jersey)
New Jersey
$116K +$5.2K +137 +5%
Citigroup
30
Citigroup
New York
$90K +$15.5K +410 +21%
WP
31
WealthShield Partners
North Carolina
$72K +$71.5K +1,886 New
CI
32
CX Institutional
Indiana
$48K +$1.29K +34 +3%
AG
33
Advisor Group
Arizona
$43K +$16.1K +425 +61%
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$21.3K +563 +119%
LFG
35
LifePlan Financial Group
Ohio
$36K -$2.27K -60 -6%
US Bancorp
36
US Bancorp
Minnesota
$25K +$24.6K +650 New
SF
37
Synovus Financial
Georgia
$24K – – –
Morgan Stanley
38
Morgan Stanley
New York
$15K +$15.2K +400 New
UB
39
UMB Bank
Missouri
$936 +$59K +1,555 +7%
N
40
Nuveen
North Carolina
– -$16.1M -434,423 Closed
Citadel Advisors
41
Citadel Advisors
Florida
– -$925K -24,881 Closed
AC
42
Avestar Capital
New York
– -$52K -1,400 Closed
OIA
43
OneDigital Investment Advisors
Kansas
– -$10K -259 Closed
1
2

NULG Hedge Fund Activity: Q3 2019 in Review

38 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2019, worth a combined $53.4M — up 55% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NULG positions and 4 closed out — a net gain of 7 holders — while 20 added to existing stakes and 5 trimmed.

The largest buyer was Barber Financial Group, opening a new position worth an estimated $16.7M. The largest seller was Nuveen, exiting entirely with an estimated $16.1M sold.

  • 38 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2019, up from 31 in Q2 2019.
  • Funds reported $53.4M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2019, up 55% quarter-over-quarter.
  • 11 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2019 and 4 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2019 was Barber Financial Group, an estimated $16.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2019 was Nuveen, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2019.