Nuveen ESG Large-Cap Growth ETF
NULG
55 hedge funds and large institutions have $237M invested in Nuveen ESG Large-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 6 reducing their positions, and 9 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 6
104% more capital invested
Capital invested by funds: $116M → $237M (+$121M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
0% more funds holding
Funds holding: 55 → 55 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
0.63% less ownership
Funds ownership: 77.89% → 77.26% (-0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$58.8M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
+$10.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.99M |
| 4 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$2.98M |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
+$1.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$2.56M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.21M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$437K |
| 4 |
AGA
Arkos Global Advisors
Houston,
Texas
|
-$363K |
| 5 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
-$251K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
51
LifePlan Financial Group
Dayton,
Ohio
| $44K | – | – | – |
|
52
US Bancorp
Minneapolis,
Minnesota
| $30K | -$50.8K | -1,216 | -65% |
|
|
SF
53
Synovus Financial
Columbus,
Georgia
| $24K | -$50.5K | -1,210 | -70% |
|
|
CFD
54
Creative Financial Designs
Kokomo,
Indiana
| $13K | – | – | – |
|
|
OPS
55
Orion Portfolio Solutions
Omaha,
Nebraska
| $11K | -$2.09K | -50 | -17% |
|
|
JCM
56
Jacobi Capital Management
Pittston,
Pennsylvania
| $2K | – | – | – |
|
|
57
Citadel Advisors
Miami,
Florida
| – | -$1.21M | -34,378 | Closed |
|
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$437K | -12,394 | Closed |
|
|
CCM
59
Colorado Capital Management
Boulder,
Colorado
| – | -$251K | -7,140 | Closed |
|
60
Morgan Stanley
New York
| – | -$14K | -400 | Closed |
|
|
IA
61
IFP Advisors
Tampa,
Florida
| – | -$12.2K | -293 | Closed |
|
|
ASN
62
Advisory Services Network
Atlanta,
Georgia
| – | -$6K | -171 | Closed |
|
|
AC
63
AlphaCore Capital
La Jolla,
California
| – | -$5K | -137 | Closed |
|
|
MWM
64
MBE Wealth Management
Tomah,
Wisconsin
| – | -$4K | -127 | Closed |
|
NULG Hedge Fund Activity: Q2 2020 in Review
55 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2020, worth a combined $237M — up 104% from $116M a quarter earlier.
Fund positioning in NULG was balanced in Q2 2020: 9 funds opened new positions, 9 closed out, 32 added to existing stakes and 6 trimmed.
The largest buyer was Bank of America, adding an estimated $58.8M. The largest seller was TIAA FSB, cutting an estimated $2.56M.
- 55 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2020, unchanged from Q1 2020.
- Funds reported $237M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2020, up 104% quarter-over-quarter.
- 9 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2020 and 9 closed out, a net change of 0 holders.
- The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2020 was Bank of America, an estimated $58.8M added.
- The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2020 was TIAA FSB, an estimated $2.56M sold.
Based on aggregated 13F filings for Q2 2020.