We are live on ! Find out more
NULG icon

Nuveen ESG Large-Cap Growth ETF

162 hedge funds and large institutions have $858M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

15% more capital invested

Capital invested by funds: $746M → $858M (+$111M)

10% more funds holding

Funds holding: 147162 (+15)

2.16% less ownership

Funds ownership: 80.22%78.06% (-2.2%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
62
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
76
Vicus Capital
Pennsylvania
$654K -$65.7K -1,149 -10%
CAG
77
Curtis Advisory Group
California
$621K +$183K +3,195 +47%
SEIA
78
Signature Estate & Investment Advisors
California
$593K -$23.1K -404 -4%
US Bancorp
79
US Bancorp
Minnesota
$574K +$21.7K +380 +4%
Truist Financial
80
Truist Financial
North Carolina
$540K +$129K +2,261 +35%
DAS
81
Dynamic Advisor Solutions
Arizona
$521K -$25.3K -443 -5%
MSA
82
Marino Stram & Associates
Massachusetts
$518K
SFG
83
Sage Financial Group
Pennsylvania
$515K -$17.1K -300 -3%
FFN
84
Focus Financial Network
Minnesota
$506K +$22.3K +390 +5%
RFN
85
Redwood Financial Network
Ohio
$495K +$170K +2,973 +60%
BFPW
86
BOK Financial Private Wealth
Colorado
$494K -$358K -6,257 -44%
RFA
87
RTD Financial Advisors
Pennsylvania
$489K -$96K -1,679 -18%
BCI
88
Brinker Capital Investments
Pennsylvania
$487K +$21.4K +374 +5%
OPS
89
Orion Portfolio Solutions
Nebraska
$487K +$21.4K +374 +5%
CB
90
Commerce Bank
Missouri
$473K -$75.4K -1,320 -15%
PFBT
91
Parkside Financial Bank & Trust
Missouri
$469K +$431K +7,539 New
FWP
92
Falcon Wealth Planning
California
$462K +$87.3K +1,527 +26%
CFGS
93
Concourse Financial Group Securities
Alabama
$461K -$21.4K -375 -5%
MML Investors Services
94
MML Investors Services
Massachusetts
$459K +$212K +3,709 +101%
RW
95
Rede Wealth
Virginia
$444K +$9.49K +166 +2%
BB
96
Berkshire Bank
Massachusetts
$430K -$5.37K -94 -1%
KAS
97
Kestra Advisory Services
Texas
$429K -$403K -7,056 -51%
BFA
98
Beaumont Financial Advisors
Massachusetts
$421K
ACM
99
AlphaStar Capital Management
North Carolina
$418K +$384K +6,714 New
WFAG
100
Wescott Financial Advisory Group
Pennsylvania
$415K +$13.9K +243 +4%

NULG Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2023, worth a combined $858M — up 15% from $746M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULG positions and 9 closed out — a net gain of 16 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.7M. The largest seller was TIAA FSB, cutting an estimated $10.3M.

  • 162 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $858M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2023 and 9 closed out, a net change of +16 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $5.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2023 was TIAA FSB, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2023.