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Nuveen ESG Large-Cap Growth ETF

177 hedge funds and large institutions have $817M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 55

9% more funds holding

Funds holding: 162177 (+15)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $858M → $817M (-$40.3M)

1.08% less ownership

Funds ownership: 78.06%76.98% (-1.1%)

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
65
Reduced
55
Closed
8
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
$3.52M +$457K +7,310 +14%
NA
27
NewEdge Advisors
Louisiana
$3.47M -$317K -5,071 -8%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$3.47M +$1.13M +18,099 +45%
BPA
29
Beacon Pointe Advisors
California
$3.38M +$253K +4,054 +8%
UB
30
UMB Bank
Missouri
$3.01M +$488K +7,810 +18%
Wells Fargo
31
Wells Fargo
California
$2.85M +$437K +6,989 +17%
WWA
32
WCG Wealth Advisors
Nevada
$2.85M +$262K +4,192 +10%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.38M +$472K +7,554 +24%
I
34
IMPACTfolio
Colorado
$2.33M +$2.43M +38,827 New
LWP
35
Laurel Wealth Planning
Minnesota
$2.31M +$292K +4,674 +14%
AssetMark Inc
36
AssetMark Inc
California
$2.27M +$418K +6,682 +21%
EA
37
Evolution Advisers
Virginia
$2.21M +$5K +80 +0.2%
SIM
38
Seaview Investment Managers
Florida
$1.95M -$1.34M -21,361 -40%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$1.93M +$193K +3,090 +11%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.78M -$74.2K -1,187 -4%
EH
41
Equitable Holdings
New York
$1.76M +$140K +2,240 +8%
CCM
42
Coldstream Capital Management
Washington
$1.6M +$180K +2,880 +12%
LSA
43
L & S Advisors
California
$1.59M +$641K +10,254 +63%
WP
44
WealthShield Partners
North Carolina
$1.58M +$290K +4,633 +21%
Corient Private Wealth
45
Corient Private Wealth
Florida
$1.52M -$4.81K -77 -0.3%
GSEP
46
Golden State Equity Partners
California
$1.46M +$1.52M +24,382 New
PAS
47
Park Avenue Securities
New York
$1.4M -$4.56K -73 -0.3%
MWM
48
Mascoma Wealth Management
New Hampshire
$1.37M -$27K -432 -2%
CCM
49
Colorado Capital Management
Colorado
$1.33M +$79.9K +1,278 +6%
BF
50
BOK Financial
Oklahoma
$1.33M -$196K -3,142 -12%

NULG Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2023, worth a combined $817M — down 4.7% from $858M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NULG positions and 8 closed out — a net gain of 18 holders — while 65 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.64M. The largest seller was Bank of America, cutting an estimated $24M.

  • 177 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $817M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 26 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2023 and 8 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2023 was Ameriprise, an estimated $6.64M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2023 was Bank of America, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2023.