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Nuveen ESG Large-Cap Growth ETF
NULG

Overview Fund Activity

186 hedge funds and large institutions have $935M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
63
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.9M
3
US Bancorp
3
US Bancorp
Minnesota
$4.94M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.25M
5
GRP
5
Global Retirement Partners
California
$3.24M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$166M
2
RW
2
RVW Wealth
California
$11.5M
3
RWM
3
Refined Wealth Management
Utah
$16.3M
4
Ameriprise
4
Ameriprise
Minnesota
$17.6M
5
LPL Financial
5
LPL Financial
California
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$955K +$22.6K +326 +2%
AF
77
Advisornet Financial
Minnesota
$918K +$1.53K +22 +0.2%
FIM
78
Freedom Investment Management
Connecticut
$865K +$865K +12,456 New
EFN
79
Equita Financial Network
Pennsylvania
$804K +$120K +1,735 +18%
KAS
80
Kestra Advisory Services
Texas
$758K -$601K -8,646 -44%
CAM
81
Cozad Asset Management
Illinois
$747K – – –
WCFA
82
Walkner Condon Financial Advisors
Wisconsin
$721K -$21.8K -314 -3%
EWA
83
EP Wealth Advisors
California
$720K +$348K +5,009 +94%
GG
84
GenWealth Group
New Jersey
$719K -$116K -1,663 -14%
RFN
85
Redwood Financial Network
Ohio
$699K +$103K +1,483 +17%
Truist Financial
86
Truist Financial
North Carolina
$699K +$48.9K +704 +8%
CAG
87
Curtis Advisory Group
California
$693K – – –
RA
88
RFG Advisory
Alabama
$688K -$23.5K -338 -3%
IFWM
89
Institute for Wealth Management
Colorado
$663K -$510K -7,348 -43%
MML Investors Services
90
MML Investors Services
Massachusetts
$653K +$146K +2,102 +29%
SFG
91
Sage Financial Group
Pennsylvania
$650K +$85.8K +1,235 +15%
LNC
92
Lincoln National Corp
Pennsylvania
$606K -$36.3K -522 -6%
MSA
93
Marino Stram & Associates
Massachusetts
$581K +$2.15K +31 +0.4%
VC
94
Vicus Capital
Pennsylvania
$569K -$84K -1,209 -13%
SEIA
95
Signature Estate & Investment Advisors
California
$563K -$97.6K -1,405 -15%
WLIM
96
White Lighthouse Investment Management
Massachusetts
$553K +$75K +1,079 +16%
BFPW
97
BOK Financial Private Wealth
Colorado
$552K – – –
CB
98
Commerce Bank
Missouri
$549K -$5.56K -80 -1%
WFAG
99
Wescott Financial Advisory Group
Pennsylvania
$545K +$22K +316 +4%
RFA
100
RTD Financial Advisors
Pennsylvania
$534K +$139 +2 +0%
2 3
4
5 6