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Nuveen ESG Large-Cap Growth ETF
NULG

108 hedge funds and large institutions have $636M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 21

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $594M → $636M (+$41.6M)

7% more funds holding

Funds holding: 101 → 108 (+7)

1.59% more ownership

Funds ownership: 73.71% → 75.3% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
52
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$11M
2
TF
TIAA FSB
Florida
+$6.55M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.95M
4
Lido Advisors
Lido Advisors
California
+$4.71M
5
LPL Financial
LPL Financial
California
+$3.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$13.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.14M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.01M
4
RCS
Retirement Capital Strategies
California
-$833K
5
IC
Inscription Capital
Texas
-$787K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
76
Cornerstone Advisory
Maryland
$259K +$27K +400 +11%
Stifel Financial
77
Stifel Financial
Missouri
$248K +$255K +3,782 New
KAS
78
Kestra Advisory Services
Texas
$248K +$256K +3,792 New
CFGS
79
Concourse Financial Group Securities
Alabama
$241K +$76.5K +1,136 +45%
SI
80
Stephens Inc
Arkansas
$233K – – –
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$227K -$18.3K -272 -7%
WFA
82
Wipfli Financial Advisors
Wisconsin
$224K – – –
JMPWA
83
JP Morgan Private Wealth Advisors
California
$221K – – –
WFAG
84
Wescott Financial Advisory Group
Pennsylvania
$218K +$224K +3,327 New
CWM
85
Chicago Wealth Management
Illinois
$215K – – –
AFP
86
Ausdal Financial Partners
Iowa
$213K -$198K -2,937 -47%
BFA
87
Beacon Financial Advisory
Ohio
$205K – – –
RIA
88
Realta Investment Advisors
Delaware
$205K – – –
CCM
89
Canal Capital Management
Virginia
$204K – – –
GM
90
GeoWealth Management
Illinois
$203K +$209K +3,106 New
CFD
91
Creative Financial Designs
Indiana
$170K +$8.42K +125 +5%
TAM
92
Townsend Asset Management
North Carolina
$163K – – –
IA
93
IFP Advisors
Florida
$158K +$163K +2,426 New
Citigroup
94
Citigroup
New York
$151K -$16.8K -250 -10%
NFG
95
Next Financial Group
Texas
$137K +$141K +2,094 New
IWA
96
IBEX Wealth Advisors
New Jersey
$133K +$137K +2,038 New
ME
97
McIlrath & Eck
Washington
$127K -$9.64K -143 -7%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$116K +$114K +1,698 +2,096%
KTC
99
Kistler-Tiffany Companies
Pennsylvania
$109K +$48K +712 +75%
MD
100
Money Design
Japan
$83K +$85.6K +1,271 New
1 2 3
4
5

NULG Hedge Fund Activity: Q3 2021 in Review

108 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2021, worth a combined $636M — up 7% from $594M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NULG positions and 9 closed out — a net gain of 7 holders — while 52 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11M. The largest seller was Bank of America, cutting an estimated $13.8M.

  • 108 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2021, up from 101 in Q2 2021.
  • Funds reported $636M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2021, up 7% quarter-over-quarter.
  • 16 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2021 and 9 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2021 was Goldman Sachs, an estimated $11M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2021 was Bank of America, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2021.