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Nuveen ESG Large-Cap Growth ETF

128 hedge funds and large institutions have $741M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

19% more funds holding

Funds holding: 108128 (+20)

17% more capital invested

Capital invested by funds: $636M → $741M (+$106M)

4% more ownership

Funds ownership: 75.3%79.29% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+20
Holders Change %
+18.52%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
58
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
101
Bank of New York Mellon
New York
$236K +$242K +3,451 New
MF
102
Meridian Financial
Massachusetts
$236K +$241K +3,440 New
BFA
103
Beacon Financial Advisory
Ohio
$226K +$11.6K +166 +5%
Citadel Advisors
104
Citadel Advisors
Florida
$219K +$224K +3,194 New
D
105
Diversified
Delaware
$216K +$221K +3,157 New
RIA
106
Realta Investment Advisors
Delaware
$215K +$771 +11 +0.4%
CWM
107
Chicago Wealth Management
Illinois
$213K -$13.1K -187 -6%
CCM
108
Canal Capital Management
Virginia
$213K
CT
109
Cambridge Trust
Massachusetts
$194K +$198K +2,828 New
CFD
110
Creative Financial Designs
Indiana
$188K +$10.4K +148 +6%
IA
111
IFP Advisors
Florida
$168K +$1.75K +25 +1%
TAM
112
Townsend Asset Management
North Carolina
$159K -$11.6K -165 -7%
CA
113
CoreCap Advisors
Michigan
$118K +$121K +1,727 New
KTC
114
Kistler-Tiffany Companies
Pennsylvania
$114K
ME
115
McIlrath & Eck
Washington
$108K -$25.8K -368 -19%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$105K -$135K -1,932 -56%
Citigroup
117
Citigroup
New York
$72K -$87.6K -1,250 -54%
EWA
118
EverSource Wealth Advisors
Alabama
$45K +$45.8K +653 New
Kayne Anderson Rudnick Investment Management
119
Kayne Anderson Rudnick Investment Management
California
$41K +$42.3K +604 New
GWM
120
Geneos Wealth Management
Colorado
$32K
JP Morgan Chase
121
JP Morgan Chase
New York
$32K +$32.9K +470 New
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$18K
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.1K
CYG
124
Clean Yield Group
Vermont
$16K +$16.3K +233 New
FF
125
FourThought Financial
Florida
$15K

NULG Hedge Fund Activity: Q4 2021 in Review

128 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2021, worth a combined $741M — up 17% from $636M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULG positions and 9 closed out — a net gain of 21 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $37.9M. The largest seller was Bank of America, cutting an estimated $17.1M.

  • 128 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2021, up from 108 in Q3 2021.
  • Funds reported $741M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2021 was Goldman Sachs, an estimated $37.9M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2021 was Bank of America, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.