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Nuveen ESG Large-Cap Growth ETF

78 hedge funds and large institutions have $482M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

49% more capital invested

Capital invested by funds: $323M → $482M (+$159M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4.5% more ownership

Funds ownership: 72.03%76.53% (+4.5%)

3% more funds holding

Funds holding: 7678 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
40
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
26
Park Avenue Securities
New York
$1.25M +$1.24M +21,500 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.04M -$22.8K -395 -2%
SPC
28
Sigma Planning Corp
Michigan
$1.04M -$43.3K -748 -4%
PAG
29
Private Advisor Group
New Jersey
$1.01M -$73.3K -1,267 -7%
MML Investors Services
30
MML Investors Services
Massachusetts
$985K -$142K -2,457 -13%
APP
31
Avantax Planning Partners
Iowa
$936K -$358K -6,187 -28%
BWFA
32
Baltimore-Washington Financial Advisors
Maryland
$866K +$104K +1,806 +14%
HA
33
Harborview Advisors
Maine
$861K -$42.2K -730 -5%
3LCM
34
3D/L Capital Management
Connecticut
$799K +$165K +2,846 +26%
Morgan Stanley
35
Morgan Stanley
New York
$795K +$793K +13,706 New
TRCT
36
Tower Research Capital (TRC)
New York
$794K +$249K +4,302 +46%
RJA
37
Raymond James & Associates
Florida
$728K +$99.8K +1,726 +16%
PWP
38
Principle Wealth Partners
Connecticut
$707K
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$624K -$999K -17,274 -62%
CA
40
CGN Advisors
Kansas
$622K +$121K +2,091 +24%
CI
41
CX Institutional
Indiana
$617K +$166K +2,869 +37%
AGA
42
Arkos Global Advisors
Texas
$595K -$7.29K -126 -1%
Lido Advisors
43
Lido Advisors
California
$572K -$500K -8,651 -47%
MWM
44
Mission Wealth Management
California
$495K +$93.5K +1,617 +23%
BFA
45
Beaumont Financial Advisors
Massachusetts
$468K
HI
46
Harbour Investments
Wisconsin
$461K +$459K +7,946 New
AF
47
Advisornet Financial
Minnesota
$446K +$11.5K +199 +3%
IFWM
48
Institute for Wealth Management
Colorado
$443K +$442K +7,645 New
FANJ
49
Financial Architects (New Jersey)
New Jersey
$436K +$7.52K +130 +2%
IWM
50
IHT Wealth Management
Illinois
$432K +$430K +7,443 New

NULG Hedge Fund Activity: Q1 2021 in Review

78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2021, worth a combined $482M — up 49% from $323M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NULG positions and 10 closed out — a net gain of 3 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $137M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $8.73M sold.

  • 78 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2021, up from 76 in Q4 2020.
  • Funds reported $482M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2021, up 49% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2021 and 10 closed out, a net change of +3 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2021 was Bank of America, an estimated $137M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2021 was Beacon Harbor Wealth Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q1 2021.