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Nuveen ESG Large-Cap Growth ETF

147 hedge funds and large institutions have $746M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

19% more capital invested

Capital invested by funds: $626M → $746M (+$120M)

0.01% more ownership

Funds ownership: 80.21%80.22% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 150147 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
72
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
Sage Financial Group
Pennsylvania
$478K +$78.2K +1,480 +21%
MSA
77
Marino Stram & Associates
Massachusetts
$464K +$57.8K +1,095 +15%
DL
78
DOHJ LLC
Washington
$461K +$436K +8,262 New
CAM
79
Cresset Asset Management
Illinois
$440K
CFGS
80
Concourse Financial Group Securities
Alabama
$434K +$82.3K +1,559 +25%
FFN
81
Focus Financial Network
Minnesota
$432K +$53.6K +1,014 +15%
AAS
82
Avantax Advisory Services
Texas
$430K -$73K -1,383 -15%
GSWM
83
Greenup Street Wealth Management
Michigan
$428K -$6.23K -118 -2%
OPS
84
Orion Portfolio Solutions
Nebraska
$416K +$792 +15 +0.2%
BCI
85
Brinker Capital Investments
Pennsylvania
$416K +$394K +7,457 New
BB
86
Berkshire Bank
Massachusetts
$391K +$5.92K +112 +2%
RW
87
Rede Wealth
Virginia
$389K +$317 +6 +0.1%
CAG
88
Curtis Advisory Group
California
$378K +$80.1K +1,516 +29%
BFA
89
Beaumont Financial Advisors
Massachusetts
$378K
WLIM
90
White Lighthouse Investment Management
Massachusetts
$376K +$30.1K +569 +9%
WFAG
91
Wescott Financial Advisory Group
Pennsylvania
$359K -$92.9K -1,759 -21%
Truist Financial
92
Truist Financial
North Carolina
$358K -$79.8K -1,511 -19%
CAM
93
Cozad Asset Management
Illinois
$355K
DI
94
DDFG Inc
California
$353K -$5.23K -99 -2%
KLI
95
Kelman-Lazarov Inc
Tennessee
$353K +$6.6K +125 +2%
FPAS
96
Focus Partners Advisor Solutions
Missouri
$349K +$331K +6,260 New
HGWM
97
Harvest Group Wealth Management
Massachusetts
$343K -$22.6K -427 -6%
Mariner
98
Mariner
Kansas
$333K +$73.2K +1,386 +30%
TC
99
Trust Company
Kansas
$330K -$9.77K -185 -3%
FWP
100
Falcon Wealth Planning
California
$329K +$49.6K +940 +19%

NULG Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2023, worth a combined $746M — up 19% from $626M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NULG and 15 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 72 added.

The largest buyer was Bank of America, adding an estimated $25.8M. The largest seller was Financial Consulate, exiting entirely with an estimated $5.71M sold.

  • 147 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2023, down from 150 in Q4 2022.
  • Funds reported $746M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2023 and 16 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2023 was Bank of America, an estimated $25.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2023 was Financial Consulate, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2023.