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Nuveen ESG Large-Cap Growth ETF

128 hedge funds and large institutions have $741M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

19% more funds holding

Funds holding: 108128 (+20)

17% more capital invested

Capital invested by funds: $636M → $741M (+$106M)

4% more ownership

Funds ownership: 75.3%79.29% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+20
Holders Change %
+18.52%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
58
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
51
Principle Wealth Partners
Connecticut
$836K
HI
52
Harbour Investments
Wisconsin
$818K -$96.9K -1,382 -10%
IWM
53
IHT Wealth Management
Illinois
$805K +$35K +500 +4%
CI
54
CX Institutional
Indiana
$726K +$5.4K +77 +0.7%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$675K +$454K +6,473 +192%
CAN
56
Cetera Advisor Networks
California
$673K -$3.71K -53 -0.5%
AGA
57
Arkos Global Advisors
Texas
$655K -$26.8K -383 -4%
CMS
58
Capital Market Strategies
Florida
$646K +$660K +9,419 New
CB
59
Commerce Bank
Missouri
$612K +$625K +8,919 New
US Bancorp
60
US Bancorp
Minnesota
$610K +$96.1K +1,371 +18%
RA
61
RFG Advisory
Alabama
$587K +$20.8K +297 +4%
AF
62
Advisornet Financial
Minnesota
$581K +$51.7K +737 +10%
FANJ
63
Financial Architects (New Jersey)
New Jersey
$577K -$55.9K -798 -9%
BFA
64
Beaumont Financial Advisors
Massachusetts
$543K
WLIM
65
White Lighthouse Investment Management
Massachusetts
$506K +$53.8K +768 +12%
F4L
66
Fortune 45 LLC
Louisiana
$459K +$470K +6,700 New
KLI
67
Kelman-Lazarov Inc
Tennessee
$442K -$6.73K -96 -1%
GWSG
68
GPS Wealth Strategies Group
Colorado
$437K +$447K +6,370 New
VC
69
Vicus Capital
Pennsylvania
$434K +$22.8K +325 +5%
MWA
70
MFA Wealth Advisors
Pennsylvania
$423K
LWP
71
Laurel Wealth Planning
Minnesota
$415K -$61K -870 -13%
Stifel Financial
72
Stifel Financial
Missouri
$403K +$147K +2,094 +55%
EWM
73
Empirical Wealth Management
Washington
$395K +$5.68K +81 +1%
RFA
74
RTD Financial Advisors
Pennsylvania
$377K +$385K +5,492 New
NA
75
NewEdge Advisors
Louisiana
$373K +$381K +5,438 New

NULG Hedge Fund Activity: Q4 2021 in Review

128 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2021, worth a combined $741M — up 17% from $636M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULG positions and 9 closed out — a net gain of 21 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $37.9M. The largest seller was Bank of America, cutting an estimated $17.1M.

  • 128 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2021, up from 108 in Q3 2021.
  • Funds reported $741M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2021 was Goldman Sachs, an estimated $37.9M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2021 was Bank of America, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.