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Nuveen ESG Large-Cap Growth ETF
NULG

78 hedge funds and large institutions have $482M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

49% more capital invested

Capital invested by funds: $323M → $482M (+$159M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4.5% more ownership

Funds ownership: 72.03% → 76.53% (+4.5%)

3% more funds holding

Funds holding: 76 → 78 (+2)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
40
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$137M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.38M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.89M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.16M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
BHWA
Beacon Harbor Wealth Advisors
Virginia
-$8.73M
2
TF
TIAA FSB
Florida
-$3.74M
3
SIM
Seaview Investment Managers
Florida
-$1.05M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$999K
5
Goldman Sachs
Goldman Sachs
New York
-$687K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
76
Ameritas Investment Company
Nebraska
$8.58K +$8.56K +148 New
RWB
77
RMR Wealth Builders
New Jersey
$2K +$1.85K +32 New
WIM
78
Westside Investment Management
California
$11 +$5.78K +100 +100%
BHWA
79
Beacon Harbor Wealth Advisors
Virginia
– -$8.73M -155,040 Closed
SIM
80
Seaview Investment Managers
Florida
– -$1.05M -18,738 Closed
EH
81
Equitable Holdings
New York
– -$370K -6,577 Closed
FEM
82
Fulcrum Equity Management
Texas
– -$219K -3,884 Closed
SI
83
SimpliFi Inc
California
– -$203K -3,605 Closed
RW
84
Rede Wealth
Virginia
– -$485K -3,285 Closed
TIAM2
85
Tru Independence Asset Management 2
Oregon
– -$45K -793 Closed
AWG
86
Altus Wealth Group
Colorado
– -$13K -226 Closed
CYG
87
Clean Yield Group
Vermont
– -$11K -192 Closed
ASN
88
Advisory Services Network
Georgia
– -$10K -171 Closed
NWM
89
Navigation Wealth Management
Colorado
– +$58 +1 New
1 2 3
4

NULG Hedge Fund Activity: Q1 2021 in Review

78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2021, worth a combined $482M — up 49% from $323M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NULG positions and 10 closed out — a net gain of 3 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $137M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $8.73M sold.

  • 78 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2021, up from 76 in Q4 2020.
  • Funds reported $482M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2021, up 49% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2021 and 10 closed out, a net change of +3 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2021 was Bank of America, an estimated $137M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2021 was Beacon Harbor Wealth Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q1 2021.