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Nuveen ESG Large-Cap Growth ETF

124 hedge funds and large institutions have $733M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11.53% more ownership

Funds ownership: 79.29%90.83% (+12%)

1% less capital invested

Capital invested by funds: $741M → $733M (-$7.93M)

3% less funds holding

Funds holding: 128124 (-4)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
124
Holders Change
-4
Holders Change %
-3.13%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
61
Reduced
35
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
26
James Investment Research
Ohio
$2.3M -$697K -11,710 -24%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.28M +$766K +12,877 +52%
MWM
28
Mission Wealth Management
California
$2.23M +$995K +16,713 +83%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.15M +$185K +3,109 +10%
BF
30
BOK Financial
Oklahoma
$1.86M -$724K -12,163 -28%
LNC
31
Lincoln National Corp
Pennsylvania
$1.73M +$55.2K +928 +3%
OCM
32
One Capital Management
California
$1.47M -$21.7K -365 -1%
PAS
33
Park Avenue Securities
New York
$1.37M +$38.3K +644 +3%
WP
34
WealthShield Partners
North Carolina
$1.33M +$1.31M +21,946 New
APP
35
Avantax Planning Partners
Iowa
$1.28M -$48.1K -809 -4%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.26M +$141K +2,369 +13%
LFG
37
Lockerman Financial Group
California
$1.24M +$32.2K +541 +3%
HCA
38
Heck Capital Advisors
Wisconsin
$1.23M -$68.2K -1,146 -5%
SPIA
39
Steward Partners Investment Advisory
New York
$1.23M -$1.58M -26,542 -57%
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$1.19M +$1.17M +19,642 New
IFWM
41
Institute for Wealth Management
Colorado
$1.18M -$102K -1,710 -8%
CCM
42
Coldstream Capital Management
Washington
$1.13M +$172K +2,883 +18%
PAG
43
Private Advisor Group
New Jersey
$1.05M -$94.8K -1,592 -8%
BDF
44
Balasa Dinverno & Foltz
$1.04M +$128K +2,144 +14%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$983K +$377K +6,334 +64%
SPC
46
Sigma Planning Corp
Michigan
$972K -$6.55K -110 -0.7%
RJA
47
Raymond James & Associates
Florida
$967K +$129K +2,171 +16%
AAS
48
Avantax Advisory Services
Texas
$927K +$174K +2,928 +24%
FCG
49
Financial Connections Group
California
$888K +$57.1K +959 +7%
3LCM
50
3D/L Capital Management
Connecticut
$871K +$114K +1,918 +15%

NULG Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2022, worth a combined $733M — down 1.1% from $741M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NULG and 18 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 61 added.

The largest buyer was Bank of America, adding an estimated $34.7M. The largest seller was Goldman Sachs, cutting an estimated $13.3M.

  • 124 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2022, down from 128 in Q4 2021.
  • Funds reported $733M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2022, down 1.1% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2022 was Bank of America, an estimated $34.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2022 was Goldman Sachs, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2022.