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Nuveen ESG Large-Cap Growth ETF

186 hedge funds and large institutions have $935M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
63
Reduced
76
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
51
Mascoma Wealth Management
New Hampshire
$1.66M +$73.8K +1,063 +5%
BF
52
BOK Financial
Oklahoma
$1.61M +$36.9K +531 +2%
EH
53
Equitable Holdings
New York
$1.59M -$446K -6,413 -22%
KWA
54
Kingswood Wealth Advisors
California
$1.59M +$132K +1,900 +9%
CCM
55
Colorado Capital Management
Colorado
$1.5M -$47.6K -685 -3%
PAS
56
Park Avenue Securities
New York
$1.47M -$156K -2,246 -10%
BRWA
57
B. Riley Wealth Advisors
Florida
$1.37M +$246K +3,544 +22%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$1.36M +$1.35M +19,389 +7,818%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.36M -$40.7K -586 -3%
Goldman Sachs
60
Goldman Sachs
New York
$1.31M -$177K -2,555 -12%
RWP
61
Revolve Wealth Partners
New Jersey
$1.26M +$361K +5,201 +40%
IWM
62
IHT Wealth Management
Illinois
$1.24M +$45.4K +654 +4%
BWFA
63
Baltimore-Washington Financial Advisors
Maryland
$1.21M -$5.77K -83 -0.5%
HCA
64
Heck Capital Advisors
Wisconsin
$1.2M -$24.7K -356 -2%
WP
65
WealthShield Partners
North Carolina
$1.18M -$652K -9,381 -36%
CI
66
CX Institutional
Indiana
$1.18M +$4.03K +58 +0.3%
CAN
67
Cetera Advisor Networks
California
$1.16M +$40.2K +578 +4%
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$1.13M +$81.9K +1,179 +8%
TFM
69
Trademark Financial Management
Minnesota
$1.09M +$1.09M +15,689 New
Mariner
70
Mariner
Kansas
$1.06M +$646K +9,297 +156%
LFG
71
Lockerman Financial Group
California
$1.03M +$3.75K +54 +0.4%
MWA
72
MFA Wealth Advisors
Pennsylvania
$1.01M
APP
73
Avantax Planning Partners
Iowa
$998K -$85.2K -1,226 -8%
OBWG
74
Onyx Bridge Wealth Group
New York
$994K +$268K +3,862 +37%
SWP
75
Stratos Wealth Partners
Ohio
$993K -$5.35K -77 -0.5%