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Nuveen ESG Large-Cap Growth ETF

177 hedge funds and large institutions have $817M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 55

9% more funds holding

Funds holding: 162177 (+15)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $858M → $817M (-$40.3M)

1.08% less ownership

Funds ownership: 78.06%76.98% (-1.1%)

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
65
Reduced
55
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Cozad Asset Management
Illinois
$645K +$1.88K +30 +0.3%
WCFA
77
Walkner Condon Financial Advisors
Wisconsin
$641K -$48.8K -780 -7%
OBWG
78
Onyx Bridge Wealth Group
New York
$627K +$654K +10,452 New
RA
79
RFG Advisory
Alabama
$614K -$94.2K -1,507 -13%
FTUS
80
Flow Traders U.S.
New York
$606K +$632K +10,101 New
CAG
81
Curtis Advisory Group
California
$598K
EFN
82
Equita Financial Network
Pennsylvania
$590K +$616K +9,845 New
SEIA
83
Signature Estate & Investment Advisors
California
$570K -$1.25K -20 -0.2%
VC
84
Vicus Capital
Pennsylvania
$563K -$69.8K -1,117 -11%
Truist Financial
85
Truist Financial
North Carolina
$561K +$42.2K +675 +8%
LNC
86
Lincoln National Corp
Pennsylvania
$554K -$134K -2,140 -19%
US Bancorp
87
US Bancorp
Minnesota
$554K
RFN
88
Redwood Financial Network
Ohio
$515K +$39K +624 +8%
MSA
89
Marino Stram & Associates
Massachusetts
$499K
SFG
90
Sage Financial Group
Pennsylvania
$487K -$9.25K -148 -2%
FFN
91
Focus Financial Network
Minnesota
$483K -$5.44K -87 -1%
CFGS
92
Concourse Financial Group Securities
Alabama
$479K +$36.3K +581 +8%
CB
93
Commerce Bank
Missouri
$479K +$23.8K +380 +5%
GSWM
94
Greenup Street Wealth Management
Michigan
$477K +$100K +1,607 +25%
BFPW
95
BOK Financial Private Wealth
Colorado
$476K
FWP
96
Falcon Wealth Planning
California
$474K +$30.1K +481 +6%
Legacy Financial Group (Iowa)
97
Legacy Financial Group (Iowa)
Iowa
$467K +$487K +7,785 New
RFA
98
RTD Financial Advisors
Pennsylvania
$461K -$10.9K -174 -2%
WFAG
99
Wescott Financial Advisory Group
Pennsylvania
$451K +$52.8K +844 +13%
MML Investors Services
100
MML Investors Services
Massachusetts
$438K -$5.19K -83 -1%

NULG Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2023, worth a combined $817M — down 4.7% from $858M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NULG positions and 8 closed out — a net gain of 18 holders — while 65 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.64M. The largest seller was Bank of America, cutting an estimated $24M.

  • 177 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $817M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 26 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2023 and 8 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2023 was Ameriprise, an estimated $6.64M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2023 was Bank of America, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2023.