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Nuveen ESG Large-Cap Growth ETF

78 hedge funds and large institutions have $482M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

49% more capital invested

Capital invested by funds: $323M → $482M (+$159M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4.5% more ownership

Funds ownership: 72.03%76.53% (+4.5%)

3% more funds holding

Funds holding: 7678 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
40
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$430K +$68.3K +1,181 +20%
VC
52
Vicus Capital
Pennsylvania
$406K +$69.2K +1,197 +21%
APA
53
American Portfolios Advisors
New York
$390K -$217K -3,758 -36%
CAN
54
Cetera Advisor Networks
California
$387K +$6.3K +109 +2%
RA
55
RFG Advisory
Alabama
$379K +$98.8K +1,708 +35%
RZH
56
Relyea Zuckerberg Hanson
Connecticut
$363K
LWP
57
Laurel Wealth Planning
Minnesota
$310K +$155K +2,674 +100%
AAS
58
Avantax Advisory Services
Texas
$299K +$299K +5,163 New
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$297K -$25.3K -437 -8%
KLI
60
Kelman-Lazarov Inc
Tennessee
$297K +$72.9K +1,261 +33%
D
61
Diversified
Delaware
$242K +$6.36K +110 +3%
EWM
62
Empirical Wealth Management
Washington
$234K +$234K +4,042 New
WFA
63
Wipfli Financial Advisors
Wisconsin
$230K -$170K -2,932 -43%
Creative Planning
64
Creative Planning
Kansas
$217K
SI
65
Stephens Inc
Arkansas
$206K +$206K +3,556 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$155K +$155K +2,683 New
Citigroup
67
Citigroup
New York
$143K -$10.1K -175 -7%
CFD
68
Creative Financial Designs
Indiana
$142K +$125K +2,157 +744%
ME
69
McIlrath & Eck
Washington
$121K +$23.1K +399 +24%
IAIM
70
International Assets Investment Management
Florida
$105K
US Bancorp
71
US Bancorp
Minnesota
$97K
WP
72
WealthShield Partners
North Carolina
$96K +$95.9K +1,659 New
GWM
73
Geneos Wealth Management
Colorado
$30K -$53.1K -919 -65%
FF
74
FourThought Financial
Florida
$15K
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K

NULG Hedge Fund Activity: Q1 2021 in Review

78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2021, worth a combined $482M — up 49% from $323M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NULG positions and 10 closed out — a net gain of 3 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $137M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $8.73M sold.

  • 78 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2021, up from 76 in Q4 2020.
  • Funds reported $482M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2021, up 49% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2021 and 10 closed out, a net change of +3 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2021 was Bank of America, an estimated $137M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2021 was Beacon Harbor Wealth Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q1 2021.