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Nuveen ESG Large-Cap Growth ETF

222 hedge funds and large institutions have $1.09B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

10% more funds holding

Funds holding: 201222 (+21)

8% more capital invested

Capital invested by funds: $1.01B → $1.09B (+$79.9M)

1.08% less ownership

Funds ownership: 74.96%73.88% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 83

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
69
Reduced
83
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
26
Francis Financial
$6.31M +$98.8K +1,293 +2%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$6.05M +$307K +4,010 +6%
AWM
28
AE Wealth Management
Kansas
$5.23M +$4.92M +64,418 New
GRP
29
Global Retirement Partners
California
$4.79M +$87.9K +1,150 +2%
OCM
30
One Capital Management
California
$4.78M -$17.7K -231 -0.4%
BPA
31
Beacon Pointe Advisors
California
$4.66M +$606K +7,927 +16%
NA
32
NewEdge Advisors
Louisiana
$4.26M +$199K +2,598 +5%
SA
33
Stewardship Advisors
Pennsylvania
$3.96M -$737K -9,639 -17%
US Bancorp
34
US Bancorp
Minnesota
$3.91M -$1.12M -14,706 -23%
Osaic Holdings
35
Osaic Holdings
Arizona
$3.8M -$113K -1,479 -3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$3.78M -$73.3K -959 -2%
AssetMark Inc
37
AssetMark Inc
California
$3.75M +$314K +4,113 +10%
Wells Fargo
38
Wells Fargo
California
$3.71M +$12.8K +167 +0.4%
LWP
39
Laurel Wealth Planning
Minnesota
$2.98M -$24.5K -320 -0.9%
UB
40
UMB Bank
Missouri
$2.92M -$1.28M -16,802 -32%
WWA
41
WCG Wealth Advisors
Nevada
$2.72M -$306K -4,003 -11%
CHP
42
Cable Hill Partners
Oregon
$2.68M +$397K +5,192 +19%
EA
43
Evolution Advisers
Virginia
$2.63M -$153K -1,996 -6%
MWM
44
Mascoma Wealth Management
New Hampshire
$2.63M +$227K +2,973 +10%
I
45
IMPACTfolio
Colorado
$2.49M -$125K -1,637 -5%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.39M -$1.07M -14,000 -32%
LSA
47
L & S Advisors
California
$2.38M +$2.6K +34 +0.1%
CCM
48
Coldstream Capital Management
Washington
$2.28M -$120K -1,573 -5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$2.1M -$275K -3,599 -12%
KWA
50
Kingswood Wealth Advisors
California
$2.09M +$719K +9,400 +58%

NULG Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2024, worth a combined $1.09B — up 7.9% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NULG positions and 9 closed out — a net gain of 25 holders — while 69 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $4.18M.

  • 222 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2024, up from 201 in Q1 2024.
  • Funds reported $1.09B of Nuveen ESG Large-Cap Growth ETF stock for Q2 2024, up 7.9% quarter-over-quarter.
  • 34 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2024 and 9 closed out, a net change of +25 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.6M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2024 was Bank of America, an estimated $4.18M sold.

Based on aggregated 13F filings for Q2 2024.