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Nuveen ESG Large-Cap Growth ETF

249 hedge funds and large institutions have $1.17B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

13% more funds holding

Funds holding: 221249 (+28)

2.42% more ownership

Funds ownership: 74.73%77.15% (+2.4%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$43M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
67
Reduced
89
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Aptus Capital Advisors
Alabama
$2.12M +$2.14M +24,686 New
EFN
52
Equita Financial Network
Pennsylvania
$2.09M -$56.7K -656 -3%
Corient Private Wealth
53
Corient Private Wealth
Florida
$2.07M -$106K -1,224 -5%
BRWA
54
B. Riley Wealth Advisors
Florida
$2.04M +$9.77K +113 +0.5%
BF
55
BOK Financial
Oklahoma
$2.01M -$88.3K -1,021 -4%
NP
56
NorthRock Partners
Minnesota
$1.99M -$132K -1,528 -6%
RWP
57
Revolve Wealth Partners
New Jersey
$1.95M -$19K -220 -1%
SIA
58
SGL Investment Advisors
Montana
$1.9M +$29.1K +337 +2%
GSEP
59
Golden State Equity Partners
California
$1.83M -$308K -3,559 -14%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$1.75M -$239K -2,765 -12%
Mariner
61
Mariner
Kansas
$1.56M -$50.6K -585 -3%
IWM
62
IHT Wealth Management
Illinois
$1.54M -$282K -3,263 -15%
PAS
63
Park Avenue Securities
New York
$1.53M -$3.98K -46 -0.3%
CCM
64
Colorado Capital Management
Colorado
$1.5M -$154K -1,784 -9%
CSP
65
Cary Street Partners
Virginia
$1.47M +$1.48M +17,152 New
CA
66
CGN Advisors
Kansas
$1.46M +$265K +3,062 +22%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$1.44M -$23.9K -276 -2%
BWFA
68
Baltimore-Washington Financial Advisors
Maryland
$1.43M +$8.74K +101 +0.6%
HCA
69
Heck Capital Advisors
Wisconsin
$1.41M -$14.6K -169 -1%
CI
70
CX Institutional
Indiana
$1.4M -$140K -1,623 -9%
XPN
71
XY Planning Network
Montana
$1.33M +$1.34M +15,462 New
MWA
72
MFA Wealth Advisors
Pennsylvania
$1.25M
TFM
73
Trademark Financial Management
Minnesota
$1.22M -$369K -4,262 -23%
KWA
74
Kingswood Wealth Advisors
California
$1.19M -$983K -11,366 -45%
Cerity Partners
75
Cerity Partners
New York
$1.18M +$97.1K +1,123 +9%

NULG Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2024, worth a combined $1.17B — up 3.8% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NULG positions and 15 closed out — a net gain of 33 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $4.15M. The largest seller was Bank of America, cutting an estimated $13.9M.

  • 249 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2024, up from 221 in Q3 2024.
  • Funds reported $1.17B of Nuveen ESG Large-Cap Growth ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 48 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2024 and 15 closed out, a net change of +33 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2024 was Win Advisors, an estimated $4.15M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2024 was Bank of America, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.