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Nuveen ESG Large-Cap Growth ETF
NULG

131 hedge funds and large institutions have $603M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 34

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

6% more funds holding

Funds holding: 124 → 131 (+7)

3.22% more ownership

Funds ownership: 90.83% → 94.05% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

18% less capital invested

Capital invested by funds: $733M → $603M (-$130M)

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
22
Increased
60
Reduced
34
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
+$11.4M
2
Bank of America
Bank of America
North Carolina
+$10.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.41M
4
LPL Financial
LPL Financial
California
+$3.39M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$11.1M
2
JIR
James Investment Research
Ohio
-$2.3M
3
RW
RVW Wealth
California
-$2.08M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.03M
5
BPA
Beacon Pointe Advisors
California
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
BF
26
BOK Financial
Oklahoma
$1.85M +$404K +7,674 +25%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.74M -$2.03M -38,473 -52%
OMC
28
Old Mission Capital
Illinois
$1.7M -$779K -14,800 -30%
EA
29
Evolution Advisers
Virginia
$1.57M +$973K +18,492 +133%
LNC
30
Lincoln National Corp
Pennsylvania
$1.39M +$22.2K +421 +1%
OCM
31
One Capital Management
California
$1.31M +$160K +3,045 +13%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.25M -$506K -9,607 -27%
PAS
33
Park Avenue Securities
New York
$1.1M +$13.4K +255 +1%
TRCT
34
Tower Research Capital (TRC)
New York
$1.04M +$930K +17,665 +452%
BDF
35
Balasa Dinverno & Foltz
$1.02M +$209K +3,972 +23%
WP
36
WealthShield Partners
North Carolina
$985K -$80K -1,520 -7%
LFG
37
Lockerman Financial Group
California
$981K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$969K -$31.5K -598 -3%
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$939K +$240K +4,555 +30%
FTUS
40
Flow Traders U.S.
New York
$935K +$1.02M +19,397 New
JMPWA
41
JP Morgan Private Wealth Advisors
California
$934K +$169K +3,202 +20%
APP
42
Avantax Planning Partners
Iowa
$933K -$90.7K -1,724 -8%
IFWM
43
Institute for Wealth Management
Colorado
$932K -$6.89K -131 -0.7%
CCM
44
Coldstream Capital Management
Washington
$898K -$895 -17 -0.1%
HCA
45
Heck Capital Advisors
Wisconsin
$876K -$113K -2,140 -11%
RJA
46
Raymond James & Associates
Florida
$834K +$73.3K +1,392 +9%
Citadel Advisors
47
Citadel Advisors
Florida
$831K +$907K +17,236 New
WCFA
48
Walkner Condon Financial Advisors
Wisconsin
$813K -$146K -2,782 -14%
SPC
49
Sigma Planning Corp
Michigan
$771K -$1.05K -20 -0.1%
3LCM
50
3D/L Capital Management
Connecticut
$703K +$12.4K +236 +2%
1
2
3 4 5

NULG Hedge Fund Activity: Q2 2022 in Review

131 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2022, worth a combined $603M — down 18% from $733M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NULG positions and 15 closed out — a net gain of 7 holders — while 60 added to existing stakes and 34 trimmed.

The largest buyer was TIAA FSB, adding an estimated $11.4M. The largest seller was HighTower Advisors, cutting an estimated $11.1M.

  • 131 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2022, up from 124 in Q1 2022.
  • Funds reported $603M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 22 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2022 and 15 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2022 was TIAA FSB, an estimated $11.4M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2022 was HighTower Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2022.