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Nuveen ESG Large-Cap Growth ETF

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

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 55

9% more funds holding

Funds holding: 162177 (+15)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $858M → $817M (-$40.3M)

1.08% less ownership

Funds ownership: 78.06%76.98% (-1.1%)

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.81%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$1.28M -$240K -3,831 -15%
KWA
52
Kingswood Wealth Advisors
California
$1.26M +$1.31M +20,928 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$1.21M +$163K +2,608 +15%
KAS
54
Kestra Advisory Services
Texas
$1.17M +$792K +12,662 +184%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$1.16M -$321K -5,136 -21%
HCA
56
Heck Capital Advisors
Wisconsin
$1.06M +$67.6K +1,081 +7%
BWFA
57
Baltimore-Washington Financial Advisors
Maryland
$1.05M -$10K -160 -0.9%
IWM
58
IHT Wealth Management
Illinois
$1.03M -$161K -2,568 -13%
IFWM
59
Institute for Wealth Management
Colorado
$1.01M -$6.75K -108 -0.6%
CI
60
CX Institutional
Indiana
$1.01M -$679K -10,857 -39%
BRWA
61
B. Riley Wealth Advisors
Florida
$972K +$209K +3,350 +26%
CAN
62
Cetera Advisor Networks
California
$968K +$267K +4,267 +36%
APP
63
Avantax Planning Partners
Iowa
$935K -$328K -5,246 -25%
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$903K +$138K +2,206 +17%
LFG
65
Lockerman Financial Group
California
$883K -$20.3K -325 -2%
MWA
66
MFA Wealth Advisors
Pennsylvania
$875K -$398K -6,369 -30%
SWP
67
Stratos Wealth Partners
Ohio
$862K +$44.8K +716 +5%
FEM
68
Fulcrum Equity Management
Texas
$857K +$893K +14,290 New
3LCM
69
3D/L Capital Management
Connecticut
$816K -$4.75K -76 -0.6%
RJA
70
Raymond James & Associates
Florida
$805K +$27.8K +445 +3%
AF
71
Advisornet Financial
Minnesota
$791K -$1K -16 -0.1%
RWP
72
Revolve Wealth Partners
New Jersey
$780K +$13.7K +219 +2%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$735K -$7.07K -113 -0.9%
GG
74
GenWealth Group
New Jersey
$721K +$8.57K +137 +1%
Marshall Wace
75
Marshall Wace
United Kingdom
$675K +$704K +11,253 New

NULG Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2023, worth a combined $817M — down 4.7% from $858M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NULG positions and 8 closed out — a net gain of 18 holders — while 65 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.64M. The largest seller was Bank of America, cutting an estimated $24M.

  • 177 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $817M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 26 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2023 and 8 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2023 was Ameriprise, an estimated $6.64M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2023 was Bank of America, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2023.