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Nuveen ESG Large-Cap Growth ETF

124 hedge funds and large institutions have $733M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11.53% more ownership

Funds ownership: 79.29%90.83% (+12%)

1% less capital invested

Capital invested by funds: $741M → $733M (-$7.93M)

3% less funds holding

Funds holding: 128124 (-4)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
124
Holders Change
-4
Holders Change %
-3.13%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
61
Reduced
35
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$866K -$226K -3,805 -20%
EA
52
Evolution Advisers
Virginia
$847K -$499K -8,391 -38%
PWP
53
Principle Wealth Partners
Connecticut
$823K +$80.9K +1,359 +11%
DAS
54
Dynamic Advisor Solutions
Arizona
$785K +$33.9K +569 +5%
CI
55
CX Institutional
Indiana
$753K +$108K +1,814 +17%
US Bancorp
56
US Bancorp
Minnesota
$737K +$193K +3,251 +37%
IWM
57
IHT Wealth Management
Illinois
$708K -$4.76K -80 -0.7%
AGA
58
Arkos Global Advisors
Texas
$664K +$82.3K +1,383 +14%
RA
59
RFG Advisory
Alabama
$664K +$141K +2,370 +28%
CAN
60
Cetera Advisor Networks
California
$657K +$59.6K +1,002 +10%
HGWM
61
Harvest Group Wealth Management
Massachusetts
$647K -$4.22M -70,975 -87%
Truist Financial
62
Truist Financial
North Carolina
$568K +$285K +4,783 +105%
CB
63
Commerce Bank
Missouri
$567K +$24.4K +410 +5%
AF
64
Advisornet Financial
Minnesota
$522K +$7.74K +130 +2%
FANJ
65
Financial Architects (New Jersey)
New Jersey
$497K -$13.8K -232 -3%
BFA
66
Beaumont Financial Advisors
Massachusetts
$481K
WLIM
67
White Lighthouse Investment Management
Massachusetts
$481K +$31.8K +534 +7%
VC
68
Vicus Capital
Pennsylvania
$453K +$18.9K +318 +4%
MML Investors Services
69
MML Investors Services
Massachusetts
$452K +$125K +2,106 +39%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$439K +$203K +3,404 +89%
CMS
71
Capital Market Strategies
Florida
$436K -$133K -2,241 -24%
KLI
72
Kelman-Lazarov Inc
Tennessee
$420K +$28K +470 +7%
Stifel Financial
73
Stifel Financial
Missouri
$404K +$46.5K +781 +13%
GG
74
GenWealth Group
New Jersey
$400K +$392K +6,580 New
RFA
75
RTD Financial Advisors
Pennsylvania
$399K +$64.2K +1,079 +20%

NULG Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2022, worth a combined $733M — down 1.1% from $741M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NULG and 18 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 61 added.

The largest buyer was Bank of America, adding an estimated $34.7M. The largest seller was Goldman Sachs, cutting an estimated $13.3M.

  • 124 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2022, down from 128 in Q4 2021.
  • Funds reported $733M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2022, down 1.1% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2022 was Bank of America, an estimated $34.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2022 was Goldman Sachs, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2022.