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Nuveen ESG Large-Cap Growth ETF

249 hedge funds and large institutions have $1.17B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

13% more funds holding

Funds holding: 221249 (+28)

2.42% more ownership

Funds ownership: 74.73%77.15% (+2.4%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$43M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
67
Reduced
89
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthShield Partners
North Carolina
$1.17M +$35.4K +409 +3%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$1.16M -$1.08M -12,481 -48%
EH
78
Equitable Holdings
New York
$1.12M -$155K -1,792 -12%
SEIA
79
Signature Estate & Investment Advisors
California
$1.1M +$11.1K +128 +1%
CAG
80
Curtis Advisory Group
California
$1.09M -$9.77K -113 -0.9%
MSWA
81
Marshall & Sterling Wealth Advisors
New York
$1.05M +$1.06M +12,259 New
LFG
82
Lockerman Financial Group
California
$1.04M -$17.2K -199 -2%
FIM
83
Freedom Investment Management
Connecticut
$1.02M -$126K -1,459 -11%
SA
84
Stewardship Advisors
Pennsylvania
$1M -$3.2M -37,006 -76%
SWP
85
Stratos Wealth Partners
Ohio
$983K -$1.73K -20 -0.2%
FHA
86
Flagship Harbor Advisors
Massachusetts
$974K +$103K +1,190 +12%
JSAM
87
J. Safra Asset Management
New York
$962K
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$958K -$2.36M -27,256 -71%
SFP
89
Sandbox Financial Partners
Maryland
$944K +$70.3K +813 +8%
CAM
90
Cozad Asset Management
Illinois
$927K
WFAG
91
Wescott Financial Advisory Group
Pennsylvania
$921K +$66.6K +770 +8%
MML Investors Services
92
MML Investors Services
Massachusetts
$915K +$16.6K +192 +2%
AWS
93
Atria Wealth Solutions
New York
$893K -$220K -2,544 -20%
BWP
94
BlueStem Wealth Partners
Minnesota
$880K +$887K +10,249 New
EWA
95
EP Wealth Advisors
California
$866K +$143K +1,657 +20%
KAS
96
Kestra Advisory Services
Texas
$835K +$109K +1,257 +15%
TRCT
97
Tower Research Capital (TRC)
New York
$830K +$151K +1,740 +22%
AF
98
Abound Financial
California
$805K +$812K +9,382 New
IFWM
99
Institute for Wealth Management
Colorado
$802K +$103K +1,189 +15%
RCS
100
Retirement Capital Strategies
California
$778K +$784K +9,060 New

NULG Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2024, worth a combined $1.17B — up 3.8% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NULG positions and 15 closed out — a net gain of 33 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $4.15M. The largest seller was Bank of America, cutting an estimated $13.9M.

  • 249 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2024, up from 221 in Q3 2024.
  • Funds reported $1.17B of Nuveen ESG Large-Cap Growth ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 48 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2024 and 15 closed out, a net change of +33 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2024 was Win Advisors, an estimated $4.15M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2024 was Bank of America, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.