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Nuveen ESG Large-Cap Growth ETF

249 hedge funds and large institutions have $1.17B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

13% more funds holding

Funds holding: 221249 (+28)

2.42% more ownership

Funds ownership: 74.73%77.15% (+2.4%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$43M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
67
Reduced
89
Closed
15
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
$6.77M +$38.1K +440 +0.6%
FF
27
Francis Financial
$6.45M +$92.9K +1,074 +1%
BPA
28
Beacon Pointe Advisors
California
$6.27M +$282K +3,263 +5%
UWP
29
Uniting Wealth Partners
Kansas
$6.01M +$6.06M +70,032 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$5.56M -$335K -3,878 -6%
GRP
31
Global Retirement Partners
California
$5.12M +$178K +2,055 +4%
OCM
32
One Capital Management
California
$4.91M -$179K -2,065 -3%
AssetMark Inc
33
AssetMark Inc
California
$4.31M +$182K +2,106 +4%
Wells Fargo
34
Wells Fargo
California
$4.29M +$114K +1,319 +3%
Goldman Sachs
35
Goldman Sachs
New York
$4.25M +$3.32M +38,423 +347%
NA
36
NewEdge Advisors
Louisiana
$4.13M -$346K -4,002 -8%
WA
37
Win Advisors
Florida
$4.12M +$4.15M +48,032 New
CHP
38
Cable Hill Partners
Oregon
$3.92M +$114K +1,313 +3%
US Bancorp
39
US Bancorp
Minnesota
$3.89M -$88.2K -1,020 -2%
Osaic Holdings
40
Osaic Holdings
Arizona
$3.33M -$366K -4,236 -10%
LWP
41
Laurel Wealth Planning
Minnesota
$3.12M -$25.6K -296 -0.8%
WWA
42
WCG Wealth Advisors
Nevada
$2.97M +$76.2K +881 +3%
UB
43
UMB Bank
Missouri
$2.88M -$27.2K -315 -0.9%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.79M -$975K -11,266 -26%
EA
45
Evolution Advisers
Virginia
$2.76M -$5.54K -64 -0.2%
MWM
46
Mascoma Wealth Management
New Hampshire
$2.68M -$255K -2,953 -9%
Raymond James Financial
47
Raymond James Financial
Florida
$2.62M +$2.64M +30,518 New
I
48
IMPACTfolio
Colorado
$2.54M -$99.3K -1,148 -4%
CCM
49
Coldstream Capital Management
Washington
$2.39M -$19K -220 -0.8%
LSA
50
L & S Advisors
California
$2.35M +$7.18K +83 +0.3%

NULG Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2024, worth a combined $1.17B — up 3.8% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NULG positions and 15 closed out — a net gain of 33 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $4.15M. The largest seller was Bank of America, cutting an estimated $13.9M.

  • 249 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2024, up from 221 in Q3 2024.
  • Funds reported $1.17B of Nuveen ESG Large-Cap Growth ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 48 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2024 and 15 closed out, a net change of +33 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2024 was Win Advisors, an estimated $4.15M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2024 was Bank of America, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.