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Nuveen ESG Large-Cap Growth ETF

222 hedge funds and large institutions have $1.09B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

10% more funds holding

Funds holding: 201222 (+21)

8% more capital invested

Capital invested by funds: $1.01B → $1.09B (+$79.9M)

1.08% less ownership

Funds ownership: 74.96%73.88% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 83

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
69
Reduced
83
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
76
Lockerman Financial Group
California
$1.07M +$36.2K +474 +4%
FIM
77
Freedom Investment Management
Connecticut
$1.07M +$75.1K +982 +8%
AF
78
Advisornet Financial
Minnesota
$989K -$41.3K -540 -4%
CA
79
CGN Advisors
Kansas
$964K +$908K +11,872 New
APP
80
Avantax Planning Partners
Iowa
$955K -$176K -2,305 -16%
SWP
81
Stratos Wealth Partners
Ohio
$955K -$35.2K -460 -4%
SEIA
82
Signature Estate & Investment Advisors
California
$903K +$917 +12 +0.1%
Cerity Partners
83
Cerity Partners
New York
$893K +$265K +3,460 +46%
CAM
84
Cozad Asset Management
Illinois
$876K +$3.44K +45 +0.4%
Citadel Advisors
85
Citadel Advisors
Florida
$856K +$807K +10,551 New
KAS
86
Kestra Advisory Services
Texas
$820K -$164K -2,150 -18%
WFAG
87
Wescott Financial Advisory Group
Pennsylvania
$811K +$193K +2,518 +34%
MML Investors Services
88
MML Investors Services
Massachusetts
$788K -$68K -889 -8%
RA
89
RFG Advisory
Alabama
$751K +$1.07K +14 +0.2%
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$747K -$42.4K -554 -6%
AWS
91
Atria Wealth Solutions
New York
$738K +$166K +2,171 +31%
FHA
92
Flagship Harbor Advisors
Massachusetts
$687K +$61K +798 +10%
MSA
93
Marino Stram & Associates
Massachusetts
$679K
CB
94
Commerce Bank
Missouri
$667K +$13.8K +180 +2%
EWA
95
EP Wealth Advisors
California
$655K +$1.3K +17 +0.2%
JSAM
96
J. Safra Asset Management
New York
$650K +$612K +8,008 New
SFG
97
Sage Financial Group
Pennsylvania
$647K -$76.1K -995 -11%
FWP
98
Falcon Wealth Planning
California
$635K -$21K -275 -3%
VC
99
Vicus Capital
Pennsylvania
$628K -$31.4K -411 -5%
IFWM
100
Institute for Wealth Management
Colorado
$625K -$168K -2,194 -22%

NULG Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2024, worth a combined $1.09B — up 7.9% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NULG positions and 9 closed out — a net gain of 25 holders — while 69 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $4.18M.

  • 222 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2024, up from 201 in Q1 2024.
  • Funds reported $1.09B of Nuveen ESG Large-Cap Growth ETF stock for Q2 2024, up 7.9% quarter-over-quarter.
  • 34 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2024 and 9 closed out, a net change of +25 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.6M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2024 was Bank of America, an estimated $4.18M sold.

Based on aggregated 13F filings for Q2 2024.