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Nuveen ESG Large-Cap Growth ETF
NULG

108 hedge funds and large institutions have $636M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 21

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $594M → $636M (+$41.6M)

7% more funds holding

Funds holding: 101 → 108 (+7)

1.59% more ownership

Funds ownership: 73.71% → 75.3% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
52
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$11M
2
TF
TIAA FSB
Florida
+$6.55M
3
HighTower Advisors
HighTower Advisors
Illinois
+$4.95M
4
Lido Advisors
Lido Advisors
California
+$4.71M
5
LPL Financial
LPL Financial
California
+$3.6M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$13.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.14M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.01M
4
RCS
Retirement Capital Strategies
California
-$833K
5
IC
Inscription Capital
Texas
-$787K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
101
Advisors Preferred
Maryland
$73K -$75.3K -1,118 -50%
GWM
102
Geneos Wealth Management
Colorado
$30K – – –
GRP
103
Global Retirement Partners
California
$17K – – –
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$17K +$17.9K +266 New
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K – – –
FF
106
FourThought Financial
Florida
$13K – – –
NWM
107
Navigation Wealth Management
Colorado
$3K – – –
WIM
108
Westside Investment Management
California
$19 – – –
RCS
109
Retirement Capital Strategies
California
– -$833K -12,909 Closed
IC
110
Inscription Capital
Texas
– -$787K -12,197 Closed
CA
111
CGN Advisors
Kansas
– -$708K -10,972 Closed
D
112
Diversified
Delaware
– -$270K -4,180 Closed
SI
113
SimpliFi Inc
California
– -$202K -3,129 Closed
AC
114
AlphaCore Capital
California
– -$102K -1,579 Closed
WP
115
WealthShield Partners
North Carolina
– -$95K -1,468 Closed
Barclays
116
Barclays
United Kingdom
– -$17K -257 Closed
ASN
117
Advisory Services Network
Georgia
– -$10K -155 Closed
MIM
118
Macroview Investment Management
Maryland
– +$472 +7 New
1 2 3 4
5

NULG Hedge Fund Activity: Q3 2021 in Review

108 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2021, worth a combined $636M — up 7% from $594M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NULG positions and 9 closed out — a net gain of 7 holders — while 52 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11M. The largest seller was Bank of America, cutting an estimated $13.8M.

  • 108 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2021, up from 101 in Q2 2021.
  • Funds reported $636M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2021, up 7% quarter-over-quarter.
  • 16 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2021 and 9 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2021 was Goldman Sachs, an estimated $11M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2021 was Bank of America, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2021.