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Nuveen ESG Large-Cap Growth ETF
NULG

76 hedge funds and large institutions have $323M invested in Nuveen ESG Large-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

23% more funds holding

Funds holding: 62 → 76 (+14)

21% more capital invested

Capital invested by funds: $266M → $323M (+$57M)

1.71% less ownership

Funds ownership: 73.75% → 72.03% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
76
Holders Change
+14
Holders Change %
+22.58%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
38
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.35M
3
TF
TIAA FSB
Florida
+$3.67M
4
LPL Financial
LPL Financial
California
+$2.46M
5
Goldman Sachs
Goldman Sachs
New York
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
3
Wells Fargo
Wells Fargo
California
-$748K
4
APP
Avantax Planning Partners
Iowa
-$520K
5
EH
Equitable Holdings
New York
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.09M +$110K +2,038 +12%
BPA
27
Beacon Pointe Advisors
California
$1.09M +$496K +9,219 +90%
SIM
28
Seaview Investment Managers
Florida
$1.05M +$848K +15,761 +529%
SPC
29
Sigma Planning Corp
Michigan
$1.05M +$80.5K +1,497 +9%
PAG
30
Private Advisor Group
New Jersey
$1.05M +$115K +2,132 +13%
Lido Advisors
31
Lido Advisors
California
$1.04M +$744K +13,830 +295%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.03M +$263K +4,897 +36%
HA
33
Harborview Advisors
Maine
$878K +$89.4K +1,661 +12%
HCA
34
Heck Capital Advisors
Wisconsin
$876K +$378K +7,018 +82%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$801K +$600K +11,155 +362%
BWFA
36
Baltimore-Washington Financial Advisors
Maryland
$739K +$357K +6,635 +102%
PWP
37
Principle Wealth Partners
Connecticut
$687K +$656K +12,197 New
RJA
38
Raymond James & Associates
Florida
$610K +$35.8K +665 +7%
APA
39
American Portfolios Advisors
New York
$590K +$291K +5,417 +107%
AGA
40
Arkos Global Advisors
Texas
$584K -$51.2K -952 -8%
TRCT
41
Tower Research Capital (TRC)
New York
$528K +$33.2K +617 +7%
CA
42
CGN Advisors
Kansas
$487K +$465K +8,644 New
RW
43
Rede Wealth
Virginia
$485K +$177K +3,285 New
BFA
44
Beaumont Financial Advisors
Massachusetts
$455K – – –
CI
45
CX Institutional
Indiana
$438K +$35.1K +652 +9%
AF
46
Advisornet Financial
Minnesota
$422K -$69.3K -1,288 -15%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$416K +$98.7K +1,835 +33%
MWM
48
Mission Wealth Management
California
$389K +$372K +6,918 New
WFA
49
Wipfli Financial Advisors
Wisconsin
$388K +$371K +6,891 New
EH
50
Equitable Holdings
New York
$370K -$400K -7,438 -53%
1
2
3 4

NULG Hedge Fund Activity: Q4 2020 in Review

76 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2020, worth a combined $323M — up 21% from $266M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NULG positions and 4 closed out — a net gain of 19 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.5M. The largest seller was Bank of America, cutting an estimated $3.8M.

  • 76 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2020, up from 62 in Q3 2020.
  • Funds reported $323M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 23 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2020 and 4 closed out, a net change of +19 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $7.5M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2020 was Bank of America, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2020.