We are live on ! Find out more
NULG icon

Nuveen ESG Large-Cap Growth ETF
NULG

48 hedge funds and large institutions have $97.4M invested in Nuveen ESG Large-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

82% more capital invested

Capital invested by funds: $53.4M → $97.4M (+$44M)

26% more funds holding

Funds holding: 38 → 48 (+10)

11.16% more ownership

Funds ownership: 63.16% → 74.32% (+11%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
26
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
+$22.8M
2
NCM
Niemann Capital Management
Nevada
+$3.04M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.17M
4
Bank of America
Bank of America
North Carolina
+$1.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$944K

Top Sellers

Rank Fund Capital Flow
1
BFG
Barber Financial Group
Kansas
-$2.66M
2
TRCT
Tower Research Capital (TRC)
New York
-$195K
3
UB
UMB Bank
Missouri
-$21.3K
4
AF
Advisornet Financial
Minnesota
-$7.27K
5
HA
Harborview Advisors
Maine
-$3.69K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$399K -$195K -4,911 -34%
BFA
27
Beaumont Financial Advisors
Massachusetts
$335K – – –
HA
28
Harborview Advisors
Maine
$325K -$3.69K -93 -1%
AF
29
Advisornet Financial
Minnesota
$321K -$7.27K -183 -2%
PAG
30
Private Advisor Group
New Jersey
$313K +$17.2K +434 +6%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$277K +$265K +6,673 New
APA
32
American Portfolios Advisors
New York
$259K +$10.2K +256 +4%
LBA
33
Lowell Blake & Associates
Massachusetts
$241K +$231K +5,811 New
HGWM
34
Harvest Group Wealth Management
Massachusetts
$231K +$222K +5,587 New
RJA
35
Raymond James & Associates
Florida
$220K +$1.35K +34 +0.6%
CWM
36
Chicago Wealth Management
Illinois
$204K +$196K +4,923 New
CAN
37
Cetera Advisor Networks
California
$204K +$196K +4,934 New
FANJ
38
Financial Architects (New Jersey)
New Jersey
$149K +$22.1K +557 +18%
Citigroup
39
Citigroup
New York
$108K +$9.53K +240 +10%
PFGIA
40
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$54.2K +1,365 +132%
WP
41
WealthShield Partners
North Carolina
$77K -$1.11K -28 -1%
PCIA
42
Prime Capital Investment Advisors
Kansas
$67K +$64.1K +1,614 New
SF
43
Synovus Financial
Georgia
$54K +$26.8K +675 +109%
CI
44
CX Institutional
Indiana
$52K – – –
AG
45
Advisor Group
Arizona
$49K +$2.26K +57 +5%
LFG
46
LifePlan Financial Group
Ohio
$39K – – –
ASN
47
Advisory Services Network
Georgia
$28K +$27K +681 New
US Bancorp
48
US Bancorp
Minnesota
$27K – – –
Morgan Stanley
49
Morgan Stanley
New York
$17K – – –
1
2

NULG Hedge Fund Activity: Q4 2019 in Review

48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2019, worth a combined $97.4M — up 82% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NULG positions and 0 closed out — a net gain of 10 holders — while 26 added to existing stakes and 6 trimmed.

The largest buyer was TIAA FSB, adding an estimated $22.8M. The largest seller was Barber Financial Group, cutting an estimated $2.66M.

  • 48 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2019, up from 38 in Q3 2019.
  • Funds reported $97.4M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2019, up 82% quarter-over-quarter.
  • 10 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2019 and 0 closed out, a net change of +10 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2019 was TIAA FSB, an estimated $22.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2019 was Barber Financial Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2019.