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Nuveen ESG Large-Cap Growth ETF

147 hedge funds and large institutions have $746M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

19% more capital invested

Capital invested by funds: $626M → $746M (+$120M)

0.01% more ownership

Funds ownership: 80.21%80.22% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 150147 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
72
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
51
Baltimore-Washington Financial Advisors
Maryland
$1.05M -$3.06K -58 -0.3%
CCM
52
Colorado Capital Management
Colorado
$1.04M +$740K +14,007 +302%
HCA
53
Heck Capital Advisors
Wisconsin
$929K +$194K +3,671 +28%
CAN
54
Cetera Advisor Networks
California
$837K +$99.4K +1,883 +14%
WCFA
55
Walkner Condon Financial Advisors
Wisconsin
$811K -$18.6K -352 -2%
SPC
56
Sigma Planning Corp
Michigan
$810K +$24K +455 +3%
RJA
57
Raymond James & Associates
Florida
$801K -$163K -3,081 -18%
BFPW
58
BOK Financial Private Wealth
Colorado
$791K +$370 +7 +0%
KAS
59
Kestra Advisory Services
Texas
$778K +$406K +7,692 +123%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$746K +$56.3K +1,066 +9%
3LCM
61
3D/L Capital Management
Connecticut
$743K -$31.1K -588 -4%
AF
62
Advisornet Financial
Minnesota
$741K -$44.2K -836 -6%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$724K +$210K +3,980 +44%
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$716K +$679K +12,849 New
LNC
65
Lincoln National Corp
Pennsylvania
$699K +$3.75K +71 +0.6%
GG
66
GenWealth Group
New Jersey
$663K +$3.59K +68 +0.6%
RWP
67
Revolve Wealth Partners
New Jersey
$661K +$44.9K +850 +8%
VC
68
Vicus Capital
Pennsylvania
$650K +$48.2K +912 +8%
RA
69
RFG Advisory
Alabama
$639K +$5.28K +100 +0.9%
SEIA
70
Signature Estate & Investment Advisors
California
$554K +$11.1K +210 +2%
RFA
71
RTD Financial Advisors
Pennsylvania
$531K +$26.1K +495 +5%
CB
72
Commerce Bank
Missouri
$497K -$3.96K -75 -0.8%
US Bancorp
73
US Bancorp
Minnesota
$494K -$51.3K -972 -10%
DAS
74
Dynamic Advisor Solutions
Arizona
$491K -$29.4K -557 -6%
LSA
75
L & S Advisors
California
$481K +$456K +8,633 New

NULG Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2023, worth a combined $746M — up 19% from $626M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NULG and 15 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 72 added.

The largest buyer was Bank of America, adding an estimated $25.8M. The largest seller was Financial Consulate, exiting entirely with an estimated $5.71M sold.

  • 147 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2023, down from 150 in Q4 2022.
  • Funds reported $746M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2023 and 16 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2023 was Bank of America, an estimated $25.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2023 was Financial Consulate, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2023.