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Nuveen ESG Large-Cap Growth ETF

150 hedge funds and large institutions have $626M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more funds holding

Funds holding: 127150 (+23)

7% more capital invested

Capital invested by funds: $587M → $626M (+$38.5M)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

15.94% less ownership

Funds ownership: 96.15%80.21% (-16%)

Holders
150
Holders Change
+23
Holders Change %
+18.11%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
51
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$388K -$36.8K -749 -9%
CAM
77
Cresset Asset Management
Illinois
$386K +$388K +7,894 New
GSWM
78
Greenup Street Wealth Management
Michigan
$381K -$110K -2,234 -22%
OPS
79
Orion Portfolio Solutions
Nebraska
$364K +$13.7K +279 +4%
MSA
80
Marino Stram & Associates
Massachusetts
$354K +$356K +7,234 New
CMS
81
Capital Market Strategies
Florida
$352K +$14.9K +304 +4%
SAS
82
Sage Advisory Services
Texas
$351K -$128K -2,610 -27%
SFG
83
Sage Financial Group
Pennsylvania
$347K +$349K +7,093 New
RW
84
Rede Wealth
Virginia
$340K +$120K +2,447 +54%
BB
85
Berkshire Bank
Massachusetts
$337K +$40.1K +816 +13%
BFA
86
Beaumont Financial Advisors
Massachusetts
$331K -$56.5K -1,150 -15%
FFN
87
Focus Financial Network
Minnesota
$329K -$22.1K -449 -6%
HGWM
88
Harvest Group Wealth Management
Massachusetts
$321K -$12.4K -252 -4%
DI
89
DDFG Inc
California
$315K +$317K +6,439 New
CAM
90
Cozad Asset Management
Illinois
$312K +$313K +6,375 New
KAS
91
Kestra Advisory Services
Texas
$306K +$2.9K +59 +1%
CFGS
92
Concourse Financial Group Securities
Alabama
$305K +$61.5K +1,251 +25%
KLI
93
Kelman-Lazarov Inc
Tennessee
$304K -$46.3K -941 -13%
WLIM
94
White Lighthouse Investment Management
Massachusetts
$302K -$107K -2,173 -26%
TC
95
Trust Company
Kansas
$298K +$17.6K +357 +6%
FF
96
Francis Financial
$293K +$295K +6,000 New
AGA
97
Arkos Global Advisors
Texas
$261K
CAG
98
Curtis Advisory Group
California
$258K +$259K +5,268 New
AA
99
Aire Advisors
California
$253K +$590 +12 +0.2%
TRCT
100
Tower Research Capital (TRC)
New York
$251K -$984K -20,013 -80%

NULG Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2022, worth a combined $626M — up 6.5% from $587M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NULG positions and 10 closed out — a net gain of 27 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was TIAA FSB, adding an estimated $25.9M. The largest seller was Goldman Sachs, cutting an estimated $27.9M.

  • 150 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2022, up from 127 in Q3 2022.
  • Funds reported $626M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 37 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2022 and 10 closed out, a net change of +27 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2022 was TIAA FSB, an estimated $25.9M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2022 was Goldman Sachs, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2022.