We are live on ! Find out more
NULG icon

Nuveen ESG Large-Cap Growth ETF
NULG

128 hedge funds and large institutions have $741M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

19% more funds holding

Funds holding: 108 → 128 (+20)

17% more capital invested

Capital invested by funds: $636M → $741M (+$106M)

4% more ownership

Funds ownership: 75.3% → 79.29% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
128
Holders Change
+20
Holders Change %
+18.52%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
58
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$37.9M
2
MD
Money Design
Japan
+$14.5M
3
Lido Advisors
Lido Advisors
California
+$7.64M
4
HighTower Advisors
HighTower Advisors
Illinois
+$5.13M
5
LPL Financial
LPL Financial
California
+$4.96M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$17.1M
2
HGWM
Harvest Group Wealth Management
Massachusetts
-$2.99M
3
SA
Stewardship Advisors
Pennsylvania
-$1.79M
4
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$1.34M
5
MML Investors Services
MML Investors Services
Massachusetts
-$466K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.77M +$405K +5,773 +17%
UB
27
UMB Bank
Missouri
$2.58M -$7.29K -104 -0.3%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.22M -$205K -2,918 -8%
LNC
29
Lincoln National Corp
Pennsylvania
$1.89M -$47.7K -680 -2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.69M +$218K +3,114 +14%
OCM
31
One Capital Management
California
$1.68M +$298K +4,255 +21%
EA
32
Evolution Advisers
Virginia
$1.53M +$1.57M +22,340 New
PAS
33
Park Avenue Securities
New York
$1.51M +$44.7K +638 +3%
APP
34
Avantax Planning Partners
Iowa
$1.5M +$173K +2,467 +13%
HCA
35
Heck Capital Advisors
Wisconsin
$1.47M -$130K -1,848 -8%
IFWM
36
Institute for Wealth Management
Colorado
$1.45M +$404K +5,770 +37%
MWM
37
Mission Wealth Management
California
$1.38M +$405K +5,779 +40%
LFG
38
Lockerman Financial Group
California
$1.36M +$1.39M +19,891 New
PAG
39
Private Advisor Group
New Jersey
$1.3M +$36.8K +525 +3%
BWFA
40
Baltimore-Washington Financial Advisors
Maryland
$1.28M +$250K +3,570 +24%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.26M +$30K +428 +2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.19M +$812K +11,578 +200%
SPC
43
Sigma Planning Corp
Michigan
$1.1M +$13.9K +199 +1%
CCM
44
Coldstream Capital Management
Washington
$1.08M +$1.1M +15,756 New
BDF
45
Balasa Dinverno & Foltz
$1.03M +$545K +7,773 +107%
RJA
46
Raymond James & Associates
Florida
$943K -$4.56K -65 -0.5%
FCG
47
Financial Connections Group
California
$937K +$959K +13,676 New
3LCM
48
3D/L Capital Management
Connecticut
$852K +$6.73K +96 +0.8%
DAS
49
Dynamic Advisor Solutions
Arizona
$848K +$71.4K +1,019 +9%
AAS
50
Avantax Advisory Services
Texas
$843K +$50.3K +717 +6%
1
2
3 4 5

NULG Hedge Fund Activity: Q4 2021 in Review

128 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2021, worth a combined $741M — up 17% from $636M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULG positions and 9 closed out — a net gain of 21 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $37.9M. The largest seller was Bank of America, cutting an estimated $17.1M.

  • 128 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2021, up from 108 in Q3 2021.
  • Funds reported $741M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2021 was Goldman Sachs, an estimated $37.9M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2021 was Bank of America, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.