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Nuveen ESG Large-Cap Growth ETF

221 hedge funds and large institutions have $1.13B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

4% more capital invested

Capital invested by funds: $1.09B → $1.13B (+$38.8M)

0.84% more ownership

Funds ownership: 73.88%74.73% (+0.84%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 222221 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
221
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
88
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
51
Kingswood Wealth Advisors
California
$2.08M -$40K -499 -2%
EFN
52
Equita Financial Network
Pennsylvania
$2.07M +$151K +1,879 +8%
GSEP
53
Golden State Equity Partners
California
$2.05M +$88.9K +1,109 +5%
NP
54
NorthRock Partners
Minnesota
$2.04M +$407K +5,075 +26%
BF
55
BOK Financial
Oklahoma
$2M +$31.7K +395 +2%
BRWA
56
B. Riley Wealth Advisors
Florida
$1.94M +$27.1K +338 +1%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$1.91M -$219K -2,733 -11%
RWP
58
Revolve Wealth Partners
New Jersey
$1.89M +$59.2K +738 +3%
SIA
59
SGL Investment Advisors
Montana
$1.88M +$1.71M +21,309 New
IWM
60
IHT Wealth Management
Illinois
$1.75M +$193K +2,410 +13%
CCM
61
Colorado Capital Management
Colorado
$1.59M -$74.6K -931 -5%
Mariner
62
Mariner
Kansas
$1.55M -$39.8K -496 -3%
TFM
63
Trademark Financial Management
Minnesota
$1.53M +$10.7K +134 +0.7%
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$1.5M
ABWM
65
Alpine Bank Wealth Management
Colorado
$1.5M +$1.45M +18,144 New
CI
66
CX Institutional
Indiana
$1.48M -$4.01K -50 -0.3%
PAS
67
Park Avenue Securities
New York
$1.48M -$74.2K -926 -5%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$1.41M +$2.89K +36 +0.2%
BWFA
69
Baltimore-Washington Financial Advisors
Maryland
$1.37M -$7.86K -98 -0.6%
HCA
70
Heck Capital Advisors
Wisconsin
$1.37M -$97.6K -1,218 -7%
RJA
71
Raymond James & Associates
Florida
$1.29M +$87.2K +1,088 +7%
EH
72
Equitable Holdings
New York
$1.23M -$290K -3,620 -20%
MWA
73
MFA Wealth Advisors
Pennsylvania
$1.21M
CA
74
CGN Advisors
Kansas
$1.15M +$166K +2,065 +17%
FIM
75
Freedom Investment Management
Connecticut
$1.1M +$11.5K +143 +1%

NULG Hedge Fund Activity: Q3 2024 in Review

221 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2024, worth a combined $1.13B — up 3.6% from $1.09B a quarter earlier.

Fund positioning in NULG was balanced in Q3 2024: 18 funds opened new positions, 18 closed out, 88 added to existing stakes and 68 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $16.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $5.23M sold.

  • 221 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2024, down from 222 in Q2 2024.
  • Funds reported $1.13B of Nuveen ESG Large-Cap Growth ETF stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2024 and 18 closed out, a net change of 0 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2024 was TIAA Trust, National Association, an estimated $16.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2024.