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Nuveen ESG Large-Cap Growth ETF

221 hedge funds and large institutions have $1.13B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

4% more capital invested

Capital invested by funds: $1.09B → $1.13B (+$38.8M)

0.84% more ownership

Funds ownership: 73.88%74.73% (+0.84%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 222221 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
221
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
88
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthShield Partners
North Carolina
$1.1M -$14.9K -186 -1%
AWS
77
Atria Wealth Solutions
New York
$1.07M +$308K +3,844 +42%
CAG
78
Curtis Advisory Group
California
$1.06M -$72K -898 -7%
SEIA
79
Signature Estate & Investment Advisors
California
$1.05M +$122K +1,526 +14%
Cerity Partners
80
Cerity Partners
New York
$1.04M +$132K +1,641 +15%
LFG
81
Lockerman Financial Group
California
$1.02M -$73.7K -920 -7%
AF
82
Advisornet Financial
Minnesota
$1.01M
SWP
83
Stratos Wealth Partners
Ohio
$948K -$23.1K -288 -2%
JSAM
84
J. Safra Asset Management
New York
$917K +$249K +3,105 +39%
Goldman Sachs
85
Goldman Sachs
New York
$914K +$656K +8,187 +284%
CAM
86
Cozad Asset Management
Illinois
$892K
MML Investors Services
87
MML Investors Services
Massachusetts
$865K +$61.3K +765 +8%
RFN
88
Redwood Financial Network
Ohio
$855K -$250K -3,121 -23%
SFP
89
Sandbox Financial Partners
Maryland
$842K +$227K +2,828 +38%
FHA
90
Flagship Harbor Advisors
Massachusetts
$839K +$136K +1,694 +20%
WFAG
91
Wescott Financial Advisory Group
Pennsylvania
$823K -$2.73K -34 -0.3%
FWP
92
Falcon Wealth Planning
California
$798K +$147K +1,833 +23%
WCFA
93
Walkner Condon Financial Advisors
Wisconsin
$771K +$9.94K +124 +1%
CB
94
Commerce Bank
Missouri
$736K +$54.9K +685 +8%
EWM
95
Empirical Wealth Management
Washington
$735K +$173K +2,164 +32%
KAS
96
Kestra Advisory Services
Texas
$700K -$131K -1,634 -16%
EWA
97
EP Wealth Advisors
California
$696K +$28.4K +354 +4%
MSA
98
Marino Stram & Associates
Massachusetts
$691K
HB
99
HTLF Bank
Colorado
$683K +$71.2K +888 +12%
LA
100
LexAurum Advisors
Kansas
$674K +$256K +3,195 +64%

NULG Hedge Fund Activity: Q3 2024 in Review

221 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2024, worth a combined $1.13B — up 3.6% from $1.09B a quarter earlier.

Fund positioning in NULG was balanced in Q3 2024: 18 funds opened new positions, 18 closed out, 88 added to existing stakes and 68 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $16.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $5.23M sold.

  • 221 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2024, down from 222 in Q2 2024.
  • Funds reported $1.13B of Nuveen ESG Large-Cap Growth ETF stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2024 and 18 closed out, a net change of 0 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2024 was TIAA Trust, National Association, an estimated $16.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2024.