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Nuveen ESG Large-Cap Growth ETF

127 hedge funds and large institutions have $587M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 39

2.11% more ownership

Funds ownership: 94.05%96.15% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $603M → $587M (-$15.6M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 131127 (-4)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
61
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BF
26
BOK Financial
Oklahoma
$1.57M -$214K -4,160 -11%
EA
27
Evolution Advisers
Virginia
$1.5M +$7.97K +155 +0.5%
IWM
28
IHT Wealth Management
Illinois
$1.38M +$869K +16,893 +129%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.35M +$181K +3,527 +14%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.28M -$432K -8,391 -23%
JMPWA
31
JP Morgan Private Wealth Advisors
California
$1.2M +$339K +6,582 +34%
TRCT
32
Tower Research Capital (TRC)
New York
$1.16M +$184K +3,578 +17%
APP
33
Avantax Planning Partners
Iowa
$1.11M +$246K +4,786 +25%
PAS
34
Park Avenue Securities
New York
$1.08M +$33.8K +657 +3%
VAS
35
Valicenti Advisory Services
New York
$1.08M -$2.74M -53,315 -69%
BDF
36
Balasa Dinverno & Foltz
$1.07M +$112K +2,174 +10%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$999K +$412K +8,016 +59%
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$962K +$71.2K +1,384 +7%
WP
39
WealthShield Partners
North Carolina
$951K +$10.4K +202 +1%
LFG
40
Lockerman Financial Group
California
$902K -$45.2K -879 -4%
HCA
41
Heck Capital Advisors
Wisconsin
$855K +$19.1K +372 +2%
IFWM
42
Institute for Wealth Management
Colorado
$849K -$47.1K -916 -5%
CI
43
CX Institutional
Indiana
$799K +$207K +4,034 +30%
RJA
44
Raymond James & Associates
Florida
$782K -$18K -349 -2%
SPC
45
Sigma Planning Corp
Michigan
$736K -$874 -17 -0.1%
WCFA
46
Walkner Condon Financial Advisors
Wisconsin
$732K -$51K -992 -6%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$730K -$219K -4,267 -21%
AF
48
Advisornet Financial
Minnesota
$705K +$327K +6,366 +71%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$675K +$243K +4,721 +48%
3LCM
50
3D/L Capital Management
Connecticut
$673K +$772 +15 +0.1%

NULG Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2022, worth a combined $587M — down 2.6% from $603M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NULG and 13 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 61 added.

The largest buyer was TIAA FSB, adding an estimated $7.26M. The largest seller was Envestnet Asset Management, cutting an estimated $5.54M.

  • 127 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2022, down from 131 in Q2 2022.
  • Funds reported $587M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2022 and 14 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $7.26M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q3 2022.