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Nuveen ESG Large-Cap Growth ETF

101 hedge funds and large institutions have $594M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

29% more funds holding

Funds holding: 78101 (+23)

23% more capital invested

Capital invested by funds: $482M → $594M (+$112M)

2.83% less ownership

Funds ownership: 76.53%73.71% (-2.8%)

Holders
101
Holders Change
+23
Holders Change %
+29.49%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
47
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
26
Vestmark Advisory Solutions
Massachusetts
$1.48M +$1.37M +22,437 New
HCA
27
Heck Capital Advisors
Wisconsin
$1.47M -$15.5K -253 -1%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$1.38M -$1.2M -19,623 -48%
PAS
29
Park Avenue Securities
New York
$1.36M -$27.7K -453 -2%
APP
30
Avantax Planning Partners
Iowa
$1.14M +$91.7K +1,499 +9%
PAG
31
Private Advisor Group
New Jersey
$1.12M +$550 +9 +0.1%
SPC
32
Sigma Planning Corp
Michigan
$1.06M -$89K -1,456 -8%
HA
33
Harborview Advisors
Maine
$1.06M +$95.2K +1,557 +10%
3LCM
34
3D/L Capital Management
Connecticut
$989K +$94.2K +1,541 +11%
BWFA
35
Baltimore-Washington Financial Advisors
Maryland
$979K +$14.4K +235 +2%
IFWM
36
Institute for Wealth Management
Colorado
$929K +$413K +6,754 +88%
MWM
37
Mission Wealth Management
California
$874K +$307K +5,018 +59%
MML Investors Services
38
MML Investors Services
Massachusetts
$838K -$244K -3,994 -24%
RCS
39
Retirement Capital Strategies
California
$833K +$789K +12,909 New
RJA
40
Raymond James & Associates
Florida
$801K -$8.38K -137 -1%
PWP
41
Principle Wealth Partners
Connecticut
$787K
IC
42
Inscription Capital
Texas
$787K +$746K +12,197 New
OCM
43
One Capital Management
California
$766K +$727K +11,884 New
IWM
44
IHT Wealth Management
Illinois
$711K +$219K +3,582 +48%
CA
45
CGN Advisors
Kansas
$708K +$14.5K +237 +2%
CI
46
CX Institutional
Indiana
$701K +$12.9K +211 +2%
DAS
47
Dynamic Advisor Solutions
Arizona
$668K +$634K +10,361 New
AGA
48
Arkos Global Advisors
Texas
$650K -$11.4K -186 -2%
AAS
49
Avantax Advisory Services
Texas
$641K +$293K +4,790 +93%
CAN
50
Cetera Advisor Networks
California
$629K +$187K +3,061 +46%

NULG Hedge Fund Activity: Q2 2021 in Review

101 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2021, worth a combined $594M — up 23% from $482M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NULG positions and 4 closed out — a net gain of 24 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $13M. The largest seller was Stewardship Advisors, cutting an estimated $2.48M.

  • 101 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2021, up from 78 in Q1 2021.
  • Funds reported $594M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 28 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2021 and 4 closed out, a net change of +24 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2021 was Bank of America, an estimated $13M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2021 was Stewardship Advisors, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2021.