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Nuveen ESG Large-Cap Growth ETF
NULG

150 hedge funds and large institutions have $626M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more funds holding

Funds holding: 127 → 150 (+23)

7% more capital invested

Capital invested by funds: $587M → $626M (+$38.5M)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

15.94% less ownership

Funds ownership: 96.15% → 80.21% (-16%)

Holders
150
Holders Change
+23
Holders Change %
+18.11%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
51
Reduced
51
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
+$25.9M
2
FC
Financial Consulate
Maryland
+$5.74M
3
UBS Group
UBS Group
Switzerland
+$5.14M
4
NA
NewEdge Advisors
Louisiana
+$3.16M
5
GM
GeoWealth Management
Illinois
+$2.26M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$27.9M
2
Bank of America
Bank of America
North Carolina
-$15.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.69M
4
Lido Advisors
Lido Advisors
California
-$2.41M
5
OCM
One Capital Management
California
-$1.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.01M -$70.2K -1,427 -3%
EA
27
Evolution Advisers
Virginia
$1.74M +$143K +2,908 +9%
PI
28
PFS Investments
Georgia
$1.72M -$711K -14,459 -29%
Citadel Advisors
29
Citadel Advisors
Florida
$1.65M +$1.66M +33,771 New
BF
30
BOK Financial
Oklahoma
$1.58M -$84.1K -1,711 -5%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.49M +$52.2K +1,061 +4%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.44M -$1.61M -32,751 -53%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.41M +$1.11M +22,501 +357%
OCM
34
One Capital Management
California
$1.38M -$1.66M -33,813 -54%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$1.37M +$11.9K +242 +0.9%
IWM
36
IHT Wealth Management
Illinois
$1.35M -$116K -2,364 -8%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$1.3M +$32.8K +668 +3%
CI
38
CX Institutional
Indiana
$1.26M +$418K +8,493 +49%
APP
39
Avantax Planning Partners
Iowa
$1.26M +$78.1K +1,589 +7%
Corient Private Wealth
40
Corient Private Wealth
Florida
$1.24M +$1.25M +25,349 New
PAS
41
Park Avenue Securities
New York
$1.16M +$12.5K +254 +1%
WP
42
WealthShield Partners
North Carolina
$1.07M +$63.7K +1,296 +6%
AssetMark Inc
43
AssetMark Inc
California
$1M +$362K +7,366 +56%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$991K +$372K +7,571 +60%
LFG
45
Lockerman Financial Group
California
$947K -$8.85K -180 -0.9%
CCM
46
Coldstream Capital Management
Washington
$947K +$952K +19,369 New
IFWM
47
Institute for Wealth Management
Colorado
$933K +$32.6K +662 +4%
BWFA
48
Baltimore-Washington Financial Advisors
Maryland
$925K -$96.9K -1,970 -9%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$887K +$118K +2,402 +17%
RJA
50
Raymond James & Associates
Florida
$853K +$24.3K +494 +3%
1
2
3 4 5

NULG Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2022, worth a combined $626M — up 6.5% from $587M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NULG positions and 10 closed out — a net gain of 27 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was TIAA FSB, adding an estimated $25.9M. The largest seller was Goldman Sachs, cutting an estimated $27.9M.

  • 150 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2022, up from 127 in Q3 2022.
  • Funds reported $626M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 37 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2022 and 10 closed out, a net change of +27 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2022 was TIAA FSB, an estimated $25.9M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2022 was Goldman Sachs, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2022.