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Nuveen ESG Large-Cap Growth ETF

201 hedge funds and large institutions have $1.01B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $936M → $1.01B (+$75.9M)

7% more funds holding

Funds holding: 187201 (+14)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

2.89% less ownership

Funds ownership: 77.85%74.96% (-2.9%)

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
74
Reduced
72
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$1.93M +$1.83M +25,270 New
CHP
52
Cable Hill Partners
Oregon
$1.91M
BF
53
BOK Financial
Oklahoma
$1.9M +$125K +1,726 +7%
CCM
54
Colorado Capital Management
Colorado
$1.63M -$10.8K -149 -0.7%
EH
55
Equitable Holdings
New York
$1.57M -$170K -2,338 -10%
EFN
56
Equita Financial Network
Pennsylvania
$1.53M +$612K +8,434 +73%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$1.51M +$17.1K +236 +1%
RWP
58
Revolve Wealth Partners
New Jersey
$1.49M +$100K +1,384 +8%
PAS
59
Park Avenue Securities
New York
$1.44M -$161K -2,217 -10%
TFM
60
Trademark Financial Management
Minnesota
$1.42M +$217K +2,988 +19%
CI
61
CX Institutional
Indiana
$1.42M +$119K +1,635 +10%
IWM
62
IHT Wealth Management
Illinois
$1.37M +$13K +179 +1%
BWFA
63
Baltimore-Washington Financial Advisors
Maryland
$1.33M -$1.45K -20 -0.1%
Mariner
64
Mariner
Kansas
$1.32M +$151K +2,077 +14%
CAN
65
Cetera Advisor Networks
California
$1.32M +$44.2K +610 +4%
RJA
66
Raymond James & Associates
Florida
$1.32M +$254K +3,504 +25%
HCA
67
Heck Capital Advisors
Wisconsin
$1.31M -$6.31K -87 -0.5%
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$1.3M +$57.2K +789 +5%
KWA
69
Kingswood Wealth Advisors
California
$1.25M -$471K -6,501 -28%
MWA
70
MFA Wealth Advisors
Pennsylvania
$1.11M
APP
71
Avantax Planning Partners
Iowa
$1.07M -$21.2K -293 -2%
WP
72
WealthShield Partners
North Carolina
$1.07M -$215K -2,960 -17%
CAG
73
Curtis Advisory Group
California
$1.04M +$264K +3,641 +36%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$1.04M +$986K +13,603 New
RFN
75
Redwood Financial Network
Ohio
$1.02M +$241K +3,323 +33%

NULG Hedge Fund Activity: Q1 2024 in Review

201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2024, worth a combined $1.01B — up 8.1% from $936M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NULG positions and 9 closed out — a net gain of 19 holders — while 74 added to existing stakes and 72 trimmed.

The largest buyer was Clarity Asset Management, opening a new position worth an estimated $13.1M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.

  • 201 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2024, up from 187 in Q4 2023.
  • Funds reported $1.01B of Nuveen ESG Large-Cap Growth ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 28 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +19 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2024 was Clarity Asset Management, an estimated $13.1M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2024.