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Nuveen ESG Large-Cap Growth ETF
NULG

108 hedge funds and large institutions have $636M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 21

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $594M → $636M (+$41.6M)

7% more funds holding

Funds holding: 101 → 108 (+7)

1.59% more ownership

Funds ownership: 73.71% → 75.3% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
52
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$11M
2
TF
TIAA FSB
Florida
+$6.55M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.95M
4
Lido Advisors
Lido Advisors
California
+$4.71M
5
LPL Financial
LPL Financial
California
+$3.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$13.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.14M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.01M
4
RCS
Retirement Capital Strategies
California
-$833K
5
IC
Inscription Capital
Texas
-$787K
Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$1.85M -$20.7K -307 -1%
Ameriprise
27
Ameriprise
Minnesota
$1.77M +$1.51M +22,341 +468%
HCA
28
Heck Capital Advisors
Wisconsin
$1.53M +$39.6K +587 +3%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.41M -$2.14M -31,810 -60%
PAS
30
Park Avenue Securities
New York
$1.4M +$19.5K +289 +1%
WCFA
31
Walkner Condon Financial Advisors
Wisconsin
$1.34M -$67.3K -999 -5%
OCM
32
One Capital Management
California
$1.32M +$563K +8,356 +70%
APP
33
Avantax Planning Partners
Iowa
$1.27M +$120K +1,785 +10%
PAG
34
Private Advisor Group
New Jersey
$1.2M +$69.4K +1,030 +6%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.17M -$2.01M -29,756 -62%
HA
36
Harborview Advisors
Maine
$1.11M +$38.1K +565 +3%
SPC
37
Sigma Planning Corp
Michigan
$1.04M -$35.7K -530 -3%
IFWM
38
Institute for Wealth Management
Colorado
$1.01M +$68.1K +1,010 +7%
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$993K – – –
MWM
40
Mission Wealth Management
California
$935K +$49.5K +735 +5%
RJA
41
Raymond James & Associates
Florida
$904K +$93.9K +1,393 +11%
HI
42
Harbour Investments
Wisconsin
$871K +$306K +4,548 +52%
3LCM
43
3D/L Capital Management
Connecticut
$807K -$202K -2,999 -20%
PWP
44
Principle Wealth Partners
Connecticut
$798K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$785K -$67K -995 -8%
AAS
46
Avantax Advisory Services
Texas
$757K +$110K +1,632 +16%
DAS
47
Dynamic Advisor Solutions
Arizona
$742K +$66.2K +982 +9%
IWM
48
IHT Wealth Management
Illinois
$735K +$14.1K +209 +2%
CI
49
CX Institutional
Indiana
$688K -$23.4K -347 -3%
AGA
50
Arkos Global Advisors
Texas
$650K -$9.3K -138 -1%
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NULG Hedge Fund Activity: Q3 2021 in Review

108 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2021, worth a combined $636M — up 7% from $594M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NULG positions and 9 closed out — a net gain of 7 holders — while 52 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11M. The largest seller was Bank of America, cutting an estimated $13.8M.

  • 108 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2021, up from 101 in Q2 2021.
  • Funds reported $636M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2021, up 7% quarter-over-quarter.
  • 16 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2021 and 9 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2021 was Goldman Sachs, an estimated $11M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2021 was Bank of America, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2021.