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Nuveen ESG Large-Cap Growth ETF

222 hedge funds and large institutions have $1.09B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

10% more funds holding

Funds holding: 201222 (+21)

8% more capital invested

Capital invested by funds: $1.01B → $1.09B (+$79.9M)

1.08% less ownership

Funds ownership: 74.96%73.88% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 83

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
69
Reduced
83
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$2.05M +$923K +12,075 +89%
BF
52
BOK Financial
Oklahoma
$1.96M -$59.6K -779 -3%
Corient Private Wealth
53
Corient Private Wealth
Florida
$1.96M -$154K -2,018 -8%
GSEP
54
Golden State Equity Partners
California
$1.93M +$1.82M +23,755 New
BRWA
55
B. Riley Wealth Advisors
Florida
$1.89M +$542K +7,088 +44%
EFN
56
Equita Financial Network
Pennsylvania
$1.88M +$239K +3,126 +16%
LAS
57
Lloyd Advisory Services
Georgia
$1.87M +$1.76M +23,013 New
RWP
58
Revolve Wealth Partners
New Jersey
$1.8M +$195K +2,555 +13%
CCM
59
Colorado Capital Management
Colorado
$1.64M -$94.5K -1,236 -6%
NP
60
NorthRock Partners
Minnesota
$1.6M -$655K -8,570 -30%
Mariner
61
Mariner
Kansas
$1.56M +$143K +1,871 +11%
PAS
62
Park Avenue Securities
New York
$1.53M -$6.42K -84 -0.4%
IWM
63
IHT Wealth Management
Illinois
$1.52M +$60K +785 +4%
EH
64
Equitable Holdings
New York
$1.5M -$155K -2,031 -10%
TFM
65
Trademark Financial Management
Minnesota
$1.49M -$26.8K -351 -2%
CSPIA
66
Cary Street Partners Investment Advisory
Virginia
$1.48M +$88.6K +1,159 +7%
CI
67
CX Institutional
Indiana
$1.46M -$44.6K -584 -3%
HCA
68
Heck Capital Advisors
Wisconsin
$1.44M +$44.6K +584 +3%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1.38M -$210K -2,750 -14%
BWFA
70
Baltimore-Washington Financial Advisors
Maryland
$1.36M -$55.7K -728 -4%
MWA
71
MFA Wealth Advisors
Pennsylvania
$1.18M
RJA
72
Raymond James & Associates
Florida
$1.18M -$207K -2,707 -16%
CAG
73
Curtis Advisory Group
California
$1.11M +$8.41K +110 +0.8%
RFN
74
Redwood Financial Network
Ohio
$1.09M +$5.96K +78 +0.6%
WP
75
WealthShield Partners
North Carolina
$1.09M -$45K -588 -4%

NULG Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2024, worth a combined $1.09B — up 7.9% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NULG positions and 9 closed out — a net gain of 25 holders — while 69 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $4.18M.

  • 222 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2024, up from 201 in Q1 2024.
  • Funds reported $1.09B of Nuveen ESG Large-Cap Growth ETF stock for Q2 2024, up 7.9% quarter-over-quarter.
  • 34 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2024 and 9 closed out, a net change of +25 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.6M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2024 was Bank of America, an estimated $4.18M sold.

Based on aggregated 13F filings for Q2 2024.