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Nuveen ESG Large-Cap Growth ETF

127 hedge funds and large institutions have $587M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 39

2.11% more ownership

Funds ownership: 94.05%96.15% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $603M → $587M (-$15.6M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 131127 (-4)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
61
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
76
Focus Financial Network
Minnesota
$331K +$10.4K +203 +3%
OPS
77
Orion Portfolio Solutions
Nebraska
$330K -$80.9K -1,573 -18%
KLI
78
Kelman-Lazarov Inc
Tennessee
$330K -$35.5K -691 -9%
HGWM
79
Harvest Group Wealth Management
Massachusetts
$322K -$48.3K -939 -12%
Mariner
80
Mariner
Kansas
$322K +$359K +6,979 New
CMS
81
Capital Market Strategies
Florida
$318K -$15.6K -303 -4%
WWA
82
WCG Wealth Advisors
Nevada
$303K +$107K +2,079 +46%
HI
83
Harbour Investments
Wisconsin
$302K
Stifel Financial
84
Stifel Financial
Missouri
$296K -$19.9K -387 -6%
Bank of New York Mellon
85
Bank of New York Mellon
New York
$291K -$26.2K -510 -7%
WFAG
86
Wescott Financial Advisory Group
Pennsylvania
$286K +$13.7K +267 +5%
KAS
87
Kestra Advisory Services
Texas
$286K +$28.9K +562 +10%
BB
88
Berkshire Bank
Massachusetts
$280K +$20.3K +395 +7%
OC
89
Oppenheimer & Co
New York
$273K +$305K +5,926 New
TC
90
Trust Company
Kansas
$265K +$54.1K +1,052 +22%
AGA
91
Arkos Global Advisors
Texas
$246K -$24.2K -470 -8%
AA
92
Aire Advisors
California
$238K +$22K +428 +9%
CFGS
93
Concourse Financial Group Securities
Alabama
$230K -$58.8K -1,144 -19%
LA
94
LexAurum Advisors
Kansas
$221K +$309 +6 +0.1%
PMFA
95
Plante Moran Financial Advisors
Michigan
$220K +$245K +4,770 New
SWP
96
Stratos Wealth Partners
Ohio
$215K -$32.2K -626 -12%
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$214K -$21.7K -421 -8%
RW
98
Rede Wealth
Virginia
$208K -$617 -12 -0.3%
BMCM
99
Bryn Mawr Capital Management
Pennsylvania
$206K
EWM
100
Empirical Wealth Management
Washington
$200K -$83K -1,614 -27%

NULG Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2022, worth a combined $587M — down 2.6% from $603M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NULG and 13 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 61 added.

The largest buyer was TIAA FSB, adding an estimated $7.26M. The largest seller was Envestnet Asset Management, cutting an estimated $5.54M.

  • 127 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2022, down from 131 in Q2 2022.
  • Funds reported $587M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2022 and 14 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $7.26M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q3 2022.