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Nuveen ESG Large-Cap Growth ETF

201 hedge funds and large institutions have $1.01B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $936M → $1.01B (+$75.9M)

7% more funds holding

Funds holding: 187201 (+14)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

2.89% less ownership

Funds ownership: 77.85%74.96% (-2.9%)

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
74
Reduced
72
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
76
Lockerman Financial Group
California
$973K -$147K -2,022 -14%
BRWA
77
B. Riley Wealth Advisors
Florida
$972K -$257K -3,544 -18%
AF
78
Advisornet Financial
Minnesota
$971K -$35.5K -490 -4%
KAS
79
Kestra Advisory Services
Texas
$935K +$97K +1,337 +12%
SWP
80
Stratos Wealth Partners
Ohio
$932K -$151K -2,076 -15%
FIM
81
Freedom Investment Management
Connecticut
$931K -$18.1K -249 -2%
SEIA
82
Signature Estate & Investment Advisors
California
$848K +$218K +3,008 +37%
CAM
83
Cozad Asset Management
Illinois
$820K
MML Investors Services
84
MML Investors Services
Massachusetts
$808K +$86.9K +1,199 +13%
IFWM
85
Institute for Wealth Management
Colorado
$755K +$25.4K +350 +4%
WCFA
86
Walkner Condon Financial Advisors
Wisconsin
$744K -$45.4K -626 -6%
RA
87
RFG Advisory
Alabama
$705K -$47.9K -661 -7%
SFG
88
Sage Financial Group
Pennsylvania
$684K -$28.3K -390 -4%
LNC
89
Lincoln National Corp
Pennsylvania
$665K +$290 +4 +0%
MSA
90
Marino Stram & Associates
Massachusetts
$638K +$363 +5 +0.1%
VC
91
Vicus Capital
Pennsylvania
$621K -$2.83K -39 -0.5%
FWP
92
Falcon Wealth Planning
California
$618K +$31.8K +438 +6%
EWA
93
EP Wealth Advisors
California
$614K -$167K -2,304 -22%
CB
94
Commerce Bank
Missouri
$613K +$10.2K +140 +2%
OBWG
95
Onyx Bridge Wealth Group
New York
$590K -$460K -6,350 -44%
WA
96
Westfuller Advisors
New York
$587K +$558K +7,697 New
FHA
97
Flagship Harbor Advisors
Massachusetts
$585K +$32.6K +450 +6%
Legacy Financial Group (Iowa)
98
Legacy Financial Group (Iowa)
Iowa
$583K +$554K +7,643 New
Cerity Partners
99
Cerity Partners
New York
$575K +$50.4K +695 +10%
WFAG
100
Wescott Financial Advisory Group
Pennsylvania
$570K -$26.5K -366 -5%

NULG Hedge Fund Activity: Q1 2024 in Review

201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2024, worth a combined $1.01B — up 8.1% from $936M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NULG positions and 9 closed out — a net gain of 19 holders — while 74 added to existing stakes and 72 trimmed.

The largest buyer was Clarity Asset Management, opening a new position worth an estimated $13.1M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.

  • 201 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2024, up from 187 in Q4 2023.
  • Funds reported $1.01B of Nuveen ESG Large-Cap Growth ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 28 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +19 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2024 was Clarity Asset Management, an estimated $13.1M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2024.