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Nuveen ESG Large-Cap Growth ETF
NULG

Overview Fund Activity

177 hedge funds and large institutions have $817M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
65
Reduced
55
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$19.1M
2
Lido Advisors
2
Lido Advisors
California
$13.9M
3
I
3
IMPACTfolio
Colorado
$2.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.4M
5
LPL Financial
5
LPL Financial
California
$41.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$238M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$20M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
EWA
5
EP Wealth Advisors
California
$321K
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$1.28M -$230K -3,831 -15%
KWA
52
Kingswood Wealth Advisors
California
$1.26M +$1.26M +20,928 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$1.21M +$156K +2,608 +15%
KAS
54
Kestra Advisory Services
Texas
$1.17M +$759K +12,662 +184%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$1.16M -$308K -5,136 -21%
HCA
56
Heck Capital Advisors
Wisconsin
$1.06M +$64.8K +1,081 +7%
BWFA
57
Baltimore-Washington Financial Advisors
Maryland
$1.05M -$9.6K -160 -0.9%
IWM
58
IHT Wealth Management
Illinois
$1.03M -$154K -2,568 -13%
IFWM
59
Institute for Wealth Management
Colorado
$1.01M -$6.48K -108 -0.6%
CI
60
CX Institutional
Indiana
$1.01M -$651K -10,857 -39%
BRWA
61
B. Riley Wealth Advisors
Florida
$972K +$201K +3,350 +26%
CAN
62
Cetera Advisor Networks
California
$968K +$256K +4,267 +36%
APP
63
Avantax Planning Partners
Iowa
$935K -$315K -5,246 -25%
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$903K +$132K +2,206 +17%
LFG
65
Lockerman Financial Group
California
$883K -$19.5K -325 -2%
MWA
66
MFA Wealth Advisors
Pennsylvania
$875K -$382K -6,369 -30%
SWP
67
Stratos Wealth Partners
Ohio
$862K +$42.9K +716 +5%
FEM
68
Fulcrum Equity Management
Texas
$857K +$857K +14,290 New
3LCM
69
3D/L Capital Management
Connecticut
$816K -$4.56K -76 -0.6%
RJA
70
Raymond James & Associates
Florida
$805K +$26.7K +445 +3%
AF
71
Advisornet Financial
Minnesota
$791K -$960 -16 -0.1%
RWP
72
Revolve Wealth Partners
New Jersey
$780K +$13.1K +219 +2%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$735K -$6.78K -113 -0.9%
GG
74
GenWealth Group
New Jersey
$721K +$8.22K +137 +1%
Marshall Wace
75
Marshall Wace
United Kingdom
$675K +$675K +11,253 New
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