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Nuveen ESG Large-Cap Growth ETF

127 hedge funds and large institutions have $587M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 39

2.11% more ownership

Funds ownership: 94.05%96.15% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $603M → $587M (-$15.6M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 131127 (-4)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
61
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$658K +$220K +4,281 +43%
AssetMark Inc
52
AssetMark Inc
California
$607K +$373K +7,261 +123%
FANJ
53
Financial Architects (New Jersey)
New Jersey
$585K +$653K +12,695 New
LNC
54
Lincoln National Corp
Pennsylvania
$575K -$845K -16,420 -57%
BFPW
55
BOK Financial Private Wealth
Colorado
$568K +$211K +4,101 +50%
SHJ
56
Sharkey, Howes & Javer
Colorado
$555K +$619K +12,035 New
SEIA
57
Signature Estate & Investment Advisors
California
$536K +$598K +11,618 New
AAS
58
Avantax Advisory Services
Texas
$507K +$114K +2,207 +25%
DAS
59
Dynamic Advisor Solutions
Arizona
$497K -$13.8K -268 -2%
PAG
60
Private Advisor Group
New Jersey
$493K -$18.7K -364 -3%
US Bancorp
61
US Bancorp
Minnesota
$471K -$19.3K -376 -4%
GSWM
62
Greenup Street Wealth Management
Michigan
$462K +$286K +5,568 +125%
SAS
63
Sage Advisory Services
Texas
$451K +$503K +9,781 New
RA
64
RFG Advisory
Alabama
$440K -$103K -1,996 -18%
CB
65
Commerce Bank
Missouri
$427K +$514 +10 +0.1%
VC
66
Vicus Capital
Pennsylvania
$420K +$13K +253 +3%
RWP
67
Revolve Wealth Partners
New Jersey
$406K +$179K +3,484 +65%
Truist Financial
68
Truist Financial
North Carolina
$400K -$44.7K -869 -9%
EH
69
Equitable Holdings
New York
$396K +$191K +3,706 +76%
NAMM
70
NorthStar Asset Management (Massachusetts)
Massachusetts
$386K -$45.7K -888 -10%
WLIM
71
White Lighthouse Investment Management
Massachusetts
$385K +$46.8K +910 +12%
CAN
72
Cetera Advisor Networks
California
$365K -$151K -2,936 -27%
BFA
73
Beaumont Financial Advisors
Massachusetts
$365K
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$362K -$8.8K -171 -2%
RFA
75
RTD Financial Advisors
Pennsylvania
$333K -$15.8K -307 -4%

NULG Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2022, worth a combined $587M — down 2.6% from $603M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NULG and 13 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 61 added.

The largest buyer was TIAA FSB, adding an estimated $7.26M. The largest seller was Envestnet Asset Management, cutting an estimated $5.54M.

  • 127 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2022, down from 131 in Q2 2022.
  • Funds reported $587M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2022 and 14 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $7.26M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q3 2022.