We are live on ! Find out more
NULG icon

Nuveen ESG Large-Cap Growth ETF

147 hedge funds and large institutions have $746M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

19% more capital invested

Capital invested by funds: $626M → $746M (+$120M)

0.01% more ownership

Funds ownership: 80.21%80.22% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 150147 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
72
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$2.23M -$85.8K -1,625 -4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.23M +$596K +11,289 +39%
DC
28
DeDora Capital
California
$2.08M +$1.97M +37,380 New
EA
29
Evolution Advisers
Virginia
$2.04M +$58.8K +1,114 +3%
BF
30
BOK Financial
Oklahoma
$1.77M -$35K -662 -2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.72M +$22.6K +428 +1%
OCM
32
One Capital Management
California
$1.71M +$131K +2,475 +9%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.7M +$135K +2,557 +9%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.66M +$707K +13,391 +82%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$1.55M -$83.5K -1,581 -5%
LWP
36
Laurel Wealth Planning
Minnesota
$1.52M +$982K +18,590 +215%
JMPWA
37
JP Morgan Private Wealth Advisors
California
$1.49M +$4.07K +77 +0.3%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.49M +$517K +9,782 +58%
CI
39
CX Institutional
Indiana
$1.48M +$41.8K +792 +3%
PAS
40
Park Avenue Securities
New York
$1.34M +$11.4K +215 +0.9%
AssetMark Inc
41
AssetMark Inc
California
$1.33M +$179K +3,382 +16%
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.33M -$80.1K -1,516 -6%
APP
43
Avantax Planning Partners
Iowa
$1.28M -$148K -2,798 -11%
EH
44
Equitable Holdings
New York
$1.26M +$593K +11,231 +98%
CCM
45
Coldstream Capital Management
Washington
$1.19M +$107K +2,023 +10%
WP
46
WealthShield Partners
North Carolina
$1.17M -$52K -984 -4%
IWM
47
IHT Wealth Management
Illinois
$1.12M -$402K -7,606 -28%
FANJ
48
Financial Architects (New Jersey)
New Jersey
$1.08M -$43.4K -822 -4%
LFG
49
Lockerman Financial Group
California
$1.07M -$5.39K -102 -0.5%
IFWM
50
Institute for Wealth Management
Colorado
$1.06M -$2.64K -50 -0.3%

NULG Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2023, worth a combined $746M — up 19% from $626M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NULG and 15 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 72 added.

The largest buyer was Bank of America, adding an estimated $25.8M. The largest seller was Financial Consulate, exiting entirely with an estimated $5.71M sold.

  • 147 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2023, down from 150 in Q4 2022.
  • Funds reported $746M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2023 and 16 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2023 was Bank of America, an estimated $25.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2023 was Financial Consulate, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2023.