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Nuveen ESG Large-Cap Growth ETF

150 hedge funds and large institutions have $626M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more funds holding

Funds holding: 127150 (+23)

7% more capital invested

Capital invested by funds: $587M → $626M (+$38.5M)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

15.94% less ownership

Funds ownership: 96.15%80.21% (-16%)

Holders
150
Holders Change
+23
Holders Change %
+18.11%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
51
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$799K -$261K -5,312 -25%
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$729K -$47.1K -958 -6%
BFPW
53
BOK Financial Private Wealth
Colorado
$694K +$91.7K +1,865 +15%
AF
54
Advisornet Financial
Minnesota
$691K -$57K -1,159 -8%
SPC
55
Sigma Planning Corp
Michigan
$688K -$93.1K -1,893 -12%
3LCM
56
3D/L Capital Management
Connecticut
$680K -$33.7K -685 -5%
CAN
57
Cetera Advisor Networks
California
$642K +$256K +5,208 +66%
HCA
58
Heck Capital Advisors
Wisconsin
$636K -$273K -5,551 -30%
RA
59
RFG Advisory
Alabama
$622K +$112K +2,269 +25%
LNC
60
Lincoln National Corp
Pennsylvania
$609K -$492 -10 -0.1%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$602K -$173K -3,520 -22%
GG
62
GenWealth Group
New Jersey
$578K +$582K +11,830 New
EH
63
Equitable Holdings
New York
$559K +$140K +2,845 +33%
RWP
64
Revolve Wealth Partners
New Jersey
$538K +$108K +2,196 +25%
VC
65
Vicus Capital
Pennsylvania
$526K +$80.6K +1,640 +18%
US Bancorp
66
US Bancorp
Minnesota
$480K -$19.2K -391 -4%
SEIA
67
Signature Estate & Investment Advisors
California
$476K -$93.1K -1,894 -16%
DAS
68
Dynamic Advisor Solutions
Arizona
$458K -$69K -1,404 -13%
AAS
69
Avantax Advisory Services
Texas
$445K -$93.6K -1,903 -17%
RFA
70
RTD Financial Advisors
Pennsylvania
$442K +$89.3K +1,817 +25%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$440K +$57.3K +1,166 +15%
CB
72
Commerce Bank
Missouri
$440K -$13.5K -275 -3%
LWP
73
Laurel Wealth Planning
Minnesota
$423K +$363K +7,372 +575%
NAMM
74
NorthStar Asset Management (Massachusetts)
Massachusetts
$410K
WFAG
75
Wescott Financial Advisory Group
Pennsylvania
$401K +$98.2K +1,998 +32%

NULG Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2022, worth a combined $626M — up 6.5% from $587M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NULG positions and 10 closed out — a net gain of 27 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was TIAA FSB, adding an estimated $25.9M. The largest seller was Goldman Sachs, cutting an estimated $27.9M.

  • 150 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2022, up from 127 in Q3 2022.
  • Funds reported $626M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 37 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2022 and 10 closed out, a net change of +27 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2022 was TIAA FSB, an estimated $25.9M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2022 was Goldman Sachs, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2022.