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Nuveen ESG Large-Cap Growth ETF

221 hedge funds and large institutions have $1.13B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

4% more capital invested

Capital invested by funds: $1.09B → $1.13B (+$38.8M)

0.84% more ownership

Funds ownership: 73.88%74.73% (+0.84%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 222221 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
221
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
88
Reduced
68
Closed
18
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
$6.48M +$32.5K +406 +0.5%
FF
27
Francis Financial
$6.12M -$297K -3,703 -5%
BPA
28
Beacon Pointe Advisors
California
$5.77M +$993K +12,384 +22%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$5.68M +$1.77M +22,112 +47%
OCM
30
One Capital Management
California
$4.89M +$20.4K +255 +0.4%
GRP
31
Global Retirement Partners
California
$4.76M -$116K -1,445 -2%
NA
32
NewEdge Advisors
Louisiana
$4.31M -$25.1K -313 -0.6%
Wells Fargo
33
Wells Fargo
California
$4.02M +$235K +2,927 +6%
SA
34
Stewardship Advisors
Pennsylvania
$4.02M -$7.29K -91 -0.2%
AssetMark Inc
35
AssetMark Inc
California
$3.97M +$146K +1,821 +4%
US Bancorp
36
US Bancorp
Minnesota
$3.83M -$145K -1,806 -4%
CHP
37
Cable Hill Partners
Oregon
$3.67M +$910K +11,356 +34%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$3.61M -$3.2M -39,902 -48%
Osaic Holdings
39
Osaic Holdings
Arizona
$3.56M -$305K -3,809 -8%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$3.17M +$716K +8,928 +30%
LWP
41
Laurel Wealth Planning
Minnesota
$3.03M -$4.73K -59 -0.2%
MWM
42
Mascoma Wealth Management
New Hampshire
$2.83M +$151K +1,887 +6%
UB
43
UMB Bank
Missouri
$2.8M -$175K -2,188 -6%
WWA
44
WCG Wealth Advisors
Nevada
$2.79M +$16.4K +204 +0.6%
EA
45
Evolution Advisers
Virginia
$2.66M -$16K -199 -0.6%
I
46
IMPACTfolio
Colorado
$2.54M +$7.62K +95 +0.3%
CCM
47
Coldstream Capital Management
Washington
$2.32M +$3.69K +46 +0.2%
LSA
48
L & S Advisors
California
$2.26M -$157K -1,956 -7%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$2.12M +$23.8K +297 +1%
Corient Private Wealth
50
Corient Private Wealth
Florida
$2.1M +$103K +1,285 +5%

NULG Hedge Fund Activity: Q3 2024 in Review

221 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2024, worth a combined $1.13B — up 3.6% from $1.09B a quarter earlier.

Fund positioning in NULG was balanced in Q3 2024: 18 funds opened new positions, 18 closed out, 88 added to existing stakes and 68 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $16.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $5.23M sold.

  • 221 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2024, down from 222 in Q2 2024.
  • Funds reported $1.13B of Nuveen ESG Large-Cap Growth ETF stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2024 and 18 closed out, a net change of 0 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2024 was TIAA Trust, National Association, an estimated $16.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2024.