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Nuveen ESG Large-Cap Growth ETF
NULG

Overview Fund Activity

162 hedge funds and large institutions have $858M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
62
Reduced
52
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.5M
2
Morgan Stanley
Morgan Stanley
New York
$17.9M
3
RW
RVW Wealth
California
$26.7M
4
SIM
Seaview Investment Managers
Florida
$3.36M
5
Lido Advisors
Lido Advisors
California
$11.8M

Top Sellers

1
TF
TIAA FSB
Florida
$190M
2
Bank of America
Bank of America
North Carolina
$270M
3
ICMP
Integrated Capital Management (Pennsylvania)
Pennsylvania
$0
4
Goldman Sachs
Goldman Sachs
New York
$1.57M
5
MD
Money Design
Japan
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.19M +$699K +11,230 +28%
DC
27
DeDora Capital
California
$2.87M +$549K +8,821 +24%
UB
28
UMB Bank
Missouri
$2.64M -$46K -740 -2%
WWA
29
WCG Wealth Advisors
Nevada
$2.56M +$2.56M +41,184 New
Wells Fargo
30
Wells Fargo
California
$2.53M -$460K -7,400 -15%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.48M +$2.48M +39,833 New
EA
32
Evolution Advisers
Virginia
$2.29M +$8.21K +132 +0.4%
LWP
33
Laurel Wealth Planning
Minnesota
$2.1M +$408K +6,566 +24%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2M +$265K +4,265 +15%
Citadel Advisors
35
Citadel Advisors
Florida
$1.96M +$1.96M +31,455 New
AssetMark Inc
36
AssetMark Inc
California
$1.94M +$455K +7,308 +31%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.92M -$1.06K -17 -0.1%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.81M -$87.3K -1,404 -5%
CI
39
CX Institutional
Indiana
$1.73M +$69.8K +1,122 +4%
EH
40
Equitable Holdings
New York
$1.68M +$273K +4,394 +19%
BF
41
BOK Financial
Oklahoma
$1.61M -$370K -5,949 -19%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$1.6M -$58.4K -938 -4%
Corient Private Wealth
43
Corient Private Wealth
Florida
$1.58M +$100K +1,615 +7%
Goldman Sachs
44
Goldman Sachs
New York
$1.57M -$2.67M -42,858 -63%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$1.53M -$135K -2,164 -8%
CCM
46
Coldstream Capital Management
Washington
$1.48M +$149K +2,394 +11%
MWM
47
Mascoma Wealth Management
New Hampshire
$1.46M +$1.13M +18,019 +343%
PAS
48
Park Avenue Securities
New York
$1.46M -$33.6K -540 -2%
WP
49
WealthShield Partners
North Carolina
$1.35M +$49.7K +799 +4%
MWA
50
MFA Wealth Advisors
Pennsylvania
$1.3M +$1.3M +20,954 New
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