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Nuveen ESG Large-Cap Growth ETF

62 hedge funds and large institutions have $266M invested in Nuveen ESG Large-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

13% more funds holding

Funds holding: 5562 (+7)

12% more capital invested

Capital invested by funds: $237M → $266M (+$28.6M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.51% less ownership

Funds ownership: 77.26%73.75% (-3.5%)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
21
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$873K +$75.9K +1,530 +10%
PAG
27
Private Advisor Group
New Jersey
$839K +$85.2K +1,718 +12%
FAAS
28
First Allied Advisory Services
California
$793K -$301K -6,076 -28%
LNC
29
Lincoln National Corp
Pennsylvania
$792K +$771K +15,546 New
EH
30
Equitable Holdings
New York
$713K -$159K -3,200 -19%
HA
31
Harborview Advisors
Maine
$709K +$11.3K +228 +2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$684K -$153K -3,084 -19%
AGA
33
Arkos Global Advisors
Texas
$577K -$41.3K -833 -7%
BPA
34
Beacon Pointe Advisors
California
$521K +$213K +4,291 +72%
RJA
35
Raymond James & Associates
Florida
$517K +$147K +2,971 +41%
AF
36
Advisornet Financial
Minnesota
$447K +$47.3K +954 +12%
TRCT
37
Tower Research Capital (TRC)
New York
$446K -$74.2K -1,497 -15%
HCA
38
Heck Capital Advisors
Wisconsin
$435K +$122K +2,466 +41%
SFS
39
Sowell Financial Services
Arkansas
$431K -$55.6K -1,122 -12%
BFA
40
Beaumont Financial Advisors
Massachusetts
$411K
FEM
41
Fulcrum Equity Management
Texas
$391K -$1.76M -35,525 -82%
CI
42
CX Institutional
Indiana
$363K -$220K -4,439 -38%
CAN
43
Cetera Advisor Networks
California
$334K
BWFA
44
Baltimore-Washington Financial Advisors
Maryland
$330K +$322K +6,500 New
RZH
45
Relyea Zuckerberg Hanson
Connecticut
$300K
3AM
46
3D Asset Management
Connecticut
$300K +$292K +5,886 New
FANJ
47
Financial Architects (New Jersey)
New Jersey
$282K +$32.5K +655 +13%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$281K
APA
49
American Portfolios Advisors
New York
$258K +$156K +3,139 +163%
NCM
50
Niemann Capital Management
Nevada
$242K -$1.9M -38,253 -89%

NULG Hedge Fund Activity: Q3 2020 in Review

62 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2020, worth a combined $266M — up 12% from $237M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NULG positions and 6 closed out — a net gain of 7 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was TIAA FSB, adding an estimated $4.58M. The largest seller was Bank of America, cutting an estimated $9.59M.

  • 62 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2020, up from 55 in Q2 2020.
  • Funds reported $266M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2020 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2020 was TIAA FSB, an estimated $4.58M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2020 was Bank of America, an estimated $9.59M sold.

Based on aggregated 13F filings for Q3 2020.