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Nuveen ESG Large-Cap Growth ETF

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

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

15% more capital invested

Capital invested by funds: $746M → $858M (+$111M)

10% more funds holding

Funds holding: 147162 (+15)

2.16% less ownership

Funds ownership: 80.22%78.06% (-2.2%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.54%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$3.19M +$642K +11,230 +28%
DC
27
DeDora Capital
California
$2.87M +$504K +8,821 +24%
UB
28
UMB Bank
Missouri
$2.64M -$42.3K -740 -2%
WWA
29
WCG Wealth Advisors
Nevada
$2.56M +$2.35M +41,184 New
Wells Fargo
30
Wells Fargo
California
$2.53M -$423K -7,400 -15%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$2.48M +$2.28M +39,833 New
EA
32
Evolution Advisers
Virginia
$2.29M +$7.54K +132 +0.4%
LWP
33
Laurel Wealth Planning
Minnesota
$2.1M +$375K +6,566 +24%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2M +$244K +4,265 +15%
Citadel Advisors
35
Citadel Advisors
Florida
$1.96M +$1.8M +31,455 New
AssetMark Inc
36
AssetMark Inc
California
$1.94M +$418K +7,308 +31%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.92M -$972 -17 -0.1%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$1.81M -$80.2K -1,404 -5%
CI
39
CX Institutional
Indiana
$1.73M +$64.1K +1,122 +4%
EH
40
Equitable Holdings
New York
$1.68M +$251K +4,394 +19%
BF
41
BOK Financial
Oklahoma
$1.61M -$340K -5,949 -19%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$1.6M -$53.6K -938 -4%
Corient Private Wealth
43
Corient Private Wealth
Florida
$1.58M +$92.3K +1,615 +7%
Goldman Sachs
44
Goldman Sachs
New York
$1.57M -$2.45M -42,858 -63%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$1.53M -$124K -2,164 -8%
CCM
46
Coldstream Capital Management
Washington
$1.48M +$137K +2,394 +11%
MWM
47
Mascoma Wealth Management
New Hampshire
$1.46M +$1.03M +18,019 +343%
PAS
48
Park Avenue Securities
New York
$1.46M -$30.9K -540 -2%
WP
49
WealthShield Partners
North Carolina
$1.35M +$45.7K +799 +4%
MWA
50
MFA Wealth Advisors
Pennsylvania
$1.3M +$1.2M +20,954 New

NULG Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2023, worth a combined $858M — up 15% from $746M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULG positions and 9 closed out — a net gain of 16 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.7M. The largest seller was TIAA FSB, cutting an estimated $10.3M.

  • 162 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $858M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2023 and 9 closed out, a net change of +16 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $5.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2023 was TIAA FSB, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2023.