Nuveen ESG Large-Cap Growth ETF
NULG
55 hedge funds and large institutions have $116M invested in Nuveen ESG Large-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
150% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 10
20% more capital invested
Capital invested by funds: $97.4M → $116M (+$19.1M)
15% more funds holding
Funds holding: 48 → 55 (+7)
3.57% more ownership
Funds ownership: 74.32% → 77.89% (+3.6%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$35.8M |
| 2 |
BHWA
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
+$7.74M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.59M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.11M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
-$15.5M |
| 2 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$3.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$919K |
| 4 |
Jane Street
New York
|
-$847K |
| 5 |
LBA
Lowell Blake & Associates
Boston,
Massachusetts
|
-$241K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $10K | +$11.9K | +290 | New |
|
|
ASN
52
Advisory Services Network
Atlanta,
Georgia
| $6K | -$20.9K | -510 | -75% |
|
|
AC
53
AlphaCore Capital
La Jolla,
California
| $5K | +$5.61K | +137 | New |
|
|
MWM
54
MBE Wealth Management
Tomah,
Wisconsin
| $4K | +$5.2K | +127 | New |
|
|
JCM
55
Jacobi Capital Management
Pittston,
Pennsylvania
| $2K | +$1.88K | +46 | New |
|
|
BFG
56
Barber Financial Group
Lenexa,
Kansas
| – | -$15.5M | -374,335 | Closed |
|
|
NCM
57
Niemann Capital Management
Stateline,
Nevada
| – | -$3.17M | -76,461 | Closed |
|
|
LBA
58
Lowell Blake & Associates
Boston,
Massachusetts
| – | -$241K | -5,811 | Closed |
|
|
CAN
59
Cetera Advisor Networks
El Segundo,
California
| – | -$204K | -4,934 | Closed |
|
|
CWM
60
Chicago Wealth Management
Chicago,
Illinois
| – | -$204K | -4,923 | Closed |
|
|
PCIA
61
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$67K | -1,614 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | +$82 | +2 | New |
|
NULG Hedge Fund Activity: Q1 2020 in Review
55 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2020, worth a combined $116M — up 20% from $97.4M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new NULG positions and 6 closed out — a net gain of 9 holders — while 25 added to existing stakes and 10 trimmed.
The largest buyer was TIAA FSB, adding an estimated $35.8M. The largest seller was Barber Financial Group, exiting entirely with an estimated $15.5M sold.
- 55 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2020, up from 48 in Q4 2019.
- Funds reported $116M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2020, up 20% quarter-over-quarter.
- 15 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2020 and 6 closed out, a net change of +9 holders.
- The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2020 was TIAA FSB, an estimated $35.8M added.
- The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2020 was Barber Financial Group, an estimated $15.5M sold.
Based on aggregated 13F filings for Q1 2020.