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Nuveen ESG Large-Cap Growth ETF

201 hedge funds and large institutions have $1.01B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $936M → $1.01B (+$75.9M)

7% more funds holding

Funds holding: 187201 (+14)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

2.89% less ownership

Funds ownership: 77.85%74.96% (-2.9%)

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
74
Reduced
72
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$5.38M +$677K +9,333 +15%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.35M +$810K +11,174 +19%
US Bancorp
28
US Bancorp
Minnesota
$4.79M -$602K -8,308 -12%
OCM
29
One Capital Management
California
$4.51M +$87.4K +1,205 +2%
SA
30
Stewardship Advisors
Pennsylvania
$4.45M -$80.3K -1,108 -2%
GRP
31
Global Retirement Partners
California
$4.41M +$793K +10,939 +23%
UB
32
UMB Bank
Missouri
$4.03M +$6.24K +86 +0.2%
NA
33
NewEdge Advisors
Louisiana
$3.8M +$131K +1,805 +4%
BPA
34
Beacon Pointe Advisors
California
$3.78M -$63K -869 -2%
Osaic Holdings
35
Osaic Holdings
Arizona
$3.69M -$792K -10,925 -18%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$3.63M +$1.4M +19,267 +68%
Wells Fargo
37
Wells Fargo
California
$3.48M -$171K -2,353 -5%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.32M -$1.29M -17,744 -29%
AssetMark Inc
39
AssetMark Inc
California
$3.21M +$107K +1,471 +4%
WWA
40
WCG Wealth Advisors
Nevada
$2.86M -$89.5K -1,234 -3%
LWP
41
Laurel Wealth Planning
Minnesota
$2.83M +$69.4K +957 +3%
EA
42
Evolution Advisers
Virginia
$2.63M -$172K -2,374 -6%
I
43
IMPACTfolio
Colorado
$2.46M -$167K -2,304 -7%
RCS
44
Retirement Capital Strategies
California
$2.3M +$2.19M +30,135 New
CCM
45
Coldstream Capital Management
Washington
$2.26M +$156K +2,153 +8%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$2.25M -$82.8K -1,142 -4%
MWM
47
Mascoma Wealth Management
New Hampshire
$2.24M +$397K +5,469 +23%
LSA
48
L & S Advisors
California
$2.23M +$3.84K +53 +0.2%
NP
49
NorthRock Partners
Minnesota
$2.15M -$367K -5,055 -15%
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.99M -$72.9K -1,005 -4%

NULG Hedge Fund Activity: Q1 2024 in Review

201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2024, worth a combined $1.01B — up 8.1% from $936M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NULG positions and 9 closed out — a net gain of 19 holders — while 74 added to existing stakes and 72 trimmed.

The largest buyer was Clarity Asset Management, opening a new position worth an estimated $13.1M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.

  • 201 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2024, up from 187 in Q4 2023.
  • Funds reported $1.01B of Nuveen ESG Large-Cap Growth ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 28 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +19 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2024 was Clarity Asset Management, an estimated $13.1M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2024.