We are live on ! Find out more
NULG icon

Nuveen ESG Large-Cap Growth ETF

162 hedge funds and large institutions have $858M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

15% more capital invested

Capital invested by funds: $746M → $858M (+$111M)

10% more funds holding

Funds holding: 147162 (+15)

2.16% less ownership

Funds ownership: 80.22%78.06% (-2.2%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
62
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Colorado Capital Management
Colorado
$1.3M +$132K +2,312 +12%
APP
52
Avantax Planning Partners
Iowa
$1.3M -$120K -2,106 -9%
IWM
53
IHT Wealth Management
Illinois
$1.23M -$18.3K -321 -2%
FANJ
54
Financial Architects (New Jersey)
New Jersey
$1.18M -$25.2K -441 -2%
BWFA
55
Baltimore-Washington Financial Advisors
Maryland
$1.1M -$65.8K -1,151 -6%
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$1.09M +$257K +4,502 +35%
IFWM
57
Institute for Wealth Management
Colorado
$1.06M -$116K -2,030 -11%
HCA
58
Heck Capital Advisors
Wisconsin
$1.03M -$5.66K -99 -0.6%
LSA
59
L & S Advisors
California
$1.01M +$435K +7,611 +88%
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$940K -$836K -14,633 -49%
LFG
61
Lockerman Financial Group
California
$936K -$241K -4,220 -22%
3LCM
62
3D/L Capital Management
Connecticut
$852K +$20.9K +366 +3%
SWP
63
Stratos Wealth Partners
Ohio
$850K +$513K +8,977 +192%
AF
64
Advisornet Financial
Minnesota
$822K -$4.46K -78 -0.6%
RJA
65
Raymond James & Associates
Florida
$807K -$80.2K -1,403 -10%
BRWA
66
B. Riley Wealth Advisors
Florida
$800K +$735K +12,859 New
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$799K
RWP
68
Revolve Wealth Partners
New Jersey
$796K +$53K +928 +8%
RJFSA
69
Raymond James Financial Services Advisors
Florida
$770K -$57.7K -1,009 -8%
GG
70
GenWealth Group
New Jersey
$739K -$1.09K -19 -0.2%
CAN
71
Cetera Advisor Networks
California
$738K -$179K -3,140 -21%
RA
72
RFG Advisory
Alabama
$731K +$15.8K +276 +2%
WCFA
73
Walkner Condon Financial Advisors
Wisconsin
$714K -$176K -3,081 -21%
LNC
74
Lincoln National Corp
Pennsylvania
$708K -$65.9K -1,153 -9%
CAM
75
Cozad Asset Management
Illinois
$667K +$248K +4,345 +68%

NULG Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2023, worth a combined $858M — up 15% from $746M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULG positions and 9 closed out — a net gain of 16 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.7M. The largest seller was TIAA FSB, cutting an estimated $10.3M.

  • 162 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $858M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2023 and 9 closed out, a net change of +16 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $5.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2023 was TIAA FSB, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2023.