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Nuveen ESG Large-Cap Growth ETF
NULG

76 hedge funds and large institutions have $323M invested in Nuveen ESG Large-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

23% more funds holding

Funds holding: 62 → 76 (+14)

21% more capital invested

Capital invested by funds: $266M → $323M (+$57M)

1.71% less ownership

Funds ownership: 73.75% → 72.03% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
76
Holders Change
+14
Holders Change %
+22.58%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
38
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$7.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.35M
3
TF
TIAA FSB
Florida
+$3.67M
4
LPL Financial
LPL Financial
California
+$2.46M
5
Goldman Sachs
Goldman Sachs
New York
+$2.18M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
3
Wells Fargo
Wells Fargo
California
-$748K
4
APP
Avantax Planning Partners
Iowa
-$520K
5
EH
Equitable Holdings
New York
-$400K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
51
Cetera Advisor Networks
California
$370K – – –
SFS
52
Sowell Financial Services
Arkansas
$337K -$134K -2,484 -29%
RZH
53
Relyea Zuckerberg Hanson
Connecticut
$328K +$8.34K +155 +3%
VC
54
Vicus Capital
Pennsylvania
$327K +$90.3K +1,679 +41%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$313K +$2.48K +46 +0.8%
RA
56
RFG Advisory
Alabama
$281K +$260K +4,837 New
FEM
57
Fulcrum Equity Management
Texas
$219K -$204K -3,795 -49%
KLI
58
Kelman-Lazarov Inc
Tennessee
$218K +$208K +3,867 New
Creative Planning
59
Creative Planning
Kansas
$211K +$202K +3,750 New
D
60
Diversified
Delaware
$207K +$219K +4,070 New
SI
61
SimpliFi Inc
California
$203K +$194K +3,605 New
LWP
62
Laurel Wealth Planning
Minnesota
$151K +$144K +2,679 New
Citigroup
63
Citigroup
New York
$149K -$1.88K -35 -1%
IAIM
64
International Assets Investment Management
Florida
$105K +$101K +1,869 New
ME
65
McIlrath & Eck
Washington
$95K +$51K +947 +128%
US Bancorp
66
US Bancorp
Minnesota
$94K +$54.8K +1,019 +157%
GWM
67
Geneos Wealth Management
Colorado
$79K +$76.3K +1,418 New
WEC
68
Winslow Evans & Crocker
Massachusetts
$75K +$71.3K +1,325 New
TIAM2
69
Tru Independence Asset Management 2
Oregon
$45K +$42.7K +793 New
CFD
70
Creative Financial Designs
Indiana
$16K – – –
FF
71
FourThought Financial
Florida
$14K +$14K +260 New
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13K +$12.6K +235 New
AWG
73
Altus Wealth Group
Colorado
$13K +$12.2K +226 New
CYG
74
Clean Yield Group
Vermont
$11K +$10.3K +192 New
ASN
75
Advisory Services Network
Georgia
$10K – – –
1 2
3
4

NULG Hedge Fund Activity: Q4 2020 in Review

76 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2020, worth a combined $323M — up 21% from $266M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NULG positions and 4 closed out — a net gain of 19 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.5M. The largest seller was Bank of America, cutting an estimated $3.8M.

  • 76 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2020, up from 62 in Q3 2020.
  • Funds reported $323M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 23 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2020 and 4 closed out, a net change of +19 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $7.5M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2020 was Bank of America, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2020.