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Nuveen ESG Large-Cap Growth ETF

108 hedge funds and large institutions have $636M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 21

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $594M → $636M (+$41.6M)

7% more funds holding

Funds holding: 101108 (+7)

1.59% more ownership

Funds ownership: 73.71%75.3% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$646K +$8.29K +123 +1%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$603K +$41.8K +621 +7%
RA
53
RFG Advisory
Alabama
$541K +$96K +1,424 +21%
BFA
54
Beaumont Financial Advisors
Massachusetts
$519K -$10.1K -150 -2%
AF
55
Advisornet Financial
Minnesota
$506K +$8.15K +121 +2%
HA
56
Herold Advisors
New York
$504K +$519K +7,705 New
US Bancorp
57
US Bancorp
Minnesota
$492K +$42.7K +633 +9%
BDF
58
Balasa Dinverno & Foltz
$475K +$22.9K +340 +5%
TRCT
59
Tower Research Capital (TRC)
New York
$463K +$3.03K +45 +0.6%
LWP
60
Laurel Wealth Planning
Minnesota
$453K +$31.2K +463 +7%
VC
61
Vicus Capital
Pennsylvania
$446K -$36.5K -542 -7%
WLIM
62
White Lighthouse Investment Management
Massachusetts
$433K +$70.6K +1,048 +19%
KLI
63
Kelman-Lazarov Inc
Tennessee
$428K +$54.2K +804 +14%
MWA
64
MFA Wealth Advisors
Pennsylvania
$403K +$415K +6,162 New
FTUS
65
Flow Traders U.S.
New York
$386K -$131K -1,946 -25%
RZH
66
Relyea Zuckerberg Hanson
Connecticut
$382K
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$379K +$32.4K +481 +9%
EWM
68
Empirical Wealth Management
Washington
$372K -$6.74K -100 -2%
SWP
69
Stratos Wealth Partners
Ohio
$345K +$108K +1,598 +44%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$337K -$21.3K -316 -6%
DADC
71
D.A. Davidson & Co
Montana
$301K +$310K +4,596 New
BMCM
72
Bryn Mawr Capital Management
Pennsylvania
$292K
APA
73
American Portfolios Advisors
New York
$290K -$54.5K -809 -15%
Truist Financial
74
Truist Financial
North Carolina
$288K +$297K +4,405 New
Creative Planning
75
Creative Planning
Kansas
$272K

NULG Hedge Fund Activity: Q3 2021 in Review

108 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2021, worth a combined $636M — up 7% from $594M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NULG positions and 9 closed out — a net gain of 7 holders — while 52 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11M. The largest seller was Bank of America, cutting an estimated $13.8M.

  • 108 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2021, up from 101 in Q2 2021.
  • Funds reported $636M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2021, up 7% quarter-over-quarter.
  • 16 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2021 and 9 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2021 was Goldman Sachs, an estimated $11M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2021 was Bank of America, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2021.