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Nuveen ESG Large-Cap Growth ETF

237 hedge funds and large institutions have $1.06B invested in Nuveen ESG Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% less ownership

Funds ownership: 77.15%76.78% (-0.36%)

5% less funds holding

Funds holding: 249237 (-12)

10% less capital invested

Capital invested by funds: $1.17B → $1.06B (-$112M)

20% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 101

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $104K

Holders
237
Holders Change
-12
Holders Change %
-4.82%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
20
Increased
81
Reduced
101
Closed
29
Calls
Puts
$104K
Net Calls
-$104K
Net Calls Change
-$104K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.11M +$58K +684 +5%
CCM
77
Colorado Capital Management
Colorado
$1.1M -$284K -3,352 -19%
TFM
78
Trademark Financial Management
Minnesota
$1.07M -$41.8K -493 -3%
RWM
79
Refined Wealth Management
Utah
$1.05M -$17.5M -205,737 -94%
WP
80
WealthShield Partners
North Carolina
$1.02M -$56.2K -663 -5%
EH
81
Equitable Holdings
New York
$995K -$33.3K -393 -3%
FWP
82
Falcon Wealth Planning
California
$988K +$306K +3,611 +40%
SEIA
83
Signature Estate & Investment Advisors
California
$955K -$48.7K -574 -4%
KWA
84
Kingswood Wealth Advisors
California
$947K -$149K -1,759 -13%
CAG
85
Curtis Advisory Group
California
$947K -$52.8K -622 -5%
AWS
86
Atria Wealth Solutions
New York
$909K +$103K +1,213 +12%
FPF
87
First Pacific Financial
Washington
$903K +$978K +11,531 New
OBWG
88
Onyx Bridge Wealth Group
New York
$872K +$945K +11,143 New
BWP
89
BlueStem Wealth Partners
Minnesota
$867K +$70.6K +832 +8%
FHA
90
Flagship Harbor Advisors
Massachusetts
$860K -$31.3K -369 -3%
MSA
91
Marino Stram & Associates
Massachusetts
$851K +$212K +2,493 +30%
CAM
92
Cozad Asset Management
Illinois
$845K
Citadel Advisors
93
Citadel Advisors
Florida
$845K +$915K +10,790 New
SWP
94
Stratos Wealth Partners
Ohio
$822K -$80.3K -947 -8%
MML Investors Services
95
MML Investors Services
Massachusetts
$803K -$34.4K -406 -4%
WFAG
96
Wescott Financial Advisory Group
Pennsylvania
$797K -$46.4K -547 -5%
MSWA
97
Marshall & Sterling Wealth Advisors
New York
$783K -$191K -2,255 -18%
VA
98
VestGen Advisors
Illinois
$776K +$841K +9,910 New
AAS
99
Avantax Advisory Services
Texas
$716K +$113K +1,328 +17%
CB
100
Commerce Bank
Missouri
$698K +$1.27K +15 +0.2%

NULG Hedge Fund Activity: Q1 2025 in Review

237 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2025, worth a combined $1.06B — down 9.6% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of NULG and 20 opened new positions — a net loss of 9 holders — while 101 trimmed existing stakes and 81 added.

The largest buyer was Bank of America, adding an estimated $35.5M. The largest seller was Refined Wealth Management, cutting an estimated $17.5M.

  • 237 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2025, down from 249 in Q4 2024.
  • Funds reported $1.06B of Nuveen ESG Large-Cap Growth ETF stock for Q1 2025, down 9.6% quarter-over-quarter.
  • 20 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2025 and 29 closed out, a net change of -9 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2025 was Bank of America, an estimated $35.5M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2025 was Refined Wealth Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2025.