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Nuveen ESG Large-Cap Growth ETF

55 hedge funds and large institutions have $116M invested in Nuveen ESG Large-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

20% more capital invested

Capital invested by funds: $97.4M → $116M (+$19.1M)

15% more funds holding

Funds holding: 4855 (+7)

3.57% more ownership

Funds ownership: 74.32%77.89% (+3.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
25
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$485K -$847K -20,685 -60%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$439K +$237K +5,779 +87%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$437K -$919K -22,448 -64%
SFS
29
Sowell Financial Services
Arkansas
$423K +$6.06K +148 +1%
HA
30
Harborview Advisors
Maine
$344K +$78.1K +1,906 +24%
PAG
31
Private Advisor Group
New Jersey
$310K +$50.9K +1,242 +16%
BFA
32
Beaumont Financial Advisors
Massachusetts
$285K
AF
33
Advisornet Financial
Minnesota
$276K +$3.19K +78 +1%
CCM
34
Colorado Capital Management
Colorado
$251K +$292K +7,140 New
MML Investors Services
35
MML Investors Services
Massachusetts
$248K +$288K +7,039 New
TRCT
36
Tower Research Capital (TRC)
New York
$208K -$152K -3,720 -39%
RJA
37
Raymond James & Associates
Florida
$203K +$18.2K +445 +8%
HCA
38
Heck Capital Advisors
Wisconsin
$202K +$235K +5,729 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$128K +3,116 +130%
CI
40
CX Institutional
Indiana
$178K +$155K +3,794 +304%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$173K +$53.2K +1,299 +36%
Citigroup
42
Citigroup
New York
$92K
APA
43
American Portfolios Advisors
New York
$67.1K -$178K -4,337 -70%
US Bancorp
44
US Bancorp
Minnesota
$66K +$49.8K +1,216 +187%
WP
45
WealthShield Partners
North Carolina
$65K
SF
46
Synovus Financial
Georgia
$61K +$17.6K +430 +33%
LFG
47
LifePlan Financial Group
Ohio
$33K
Morgan Stanley
48
Morgan Stanley
New York
$14K
IA
49
IFP Advisors
Florida
$11K +$12K +293 New
OPS
50
Orion Portfolio Solutions
Nebraska
$10K +$11.8K +289 New

NULG Hedge Fund Activity: Q1 2020 in Review

55 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2020, worth a combined $116M — up 20% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NULG positions and 6 closed out — a net gain of 9 holders — while 25 added to existing stakes and 10 trimmed.

The largest buyer was TIAA FSB, adding an estimated $35.8M. The largest seller was Barber Financial Group, exiting entirely with an estimated $15.5M sold.

  • 55 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2020, up from 48 in Q4 2019.
  • Funds reported $116M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2020, up 20% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2020 and 6 closed out, a net change of +9 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2020 was TIAA FSB, an estimated $35.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2020 was Barber Financial Group, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2020.