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Nuveen ESG Large-Cap Growth ETF

127 hedge funds and large institutions have $587M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 39

2.11% more ownership

Funds ownership: 94.05%96.15% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $603M → $587M (-$15.6M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 131127 (-4)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
61
Reduced
39
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$189K -$115K -2,228 -35%
IA
102
IFP Advisors
Florida
$171K
KTC
103
Kistler-Tiffany Companies
Pennsylvania
$168K
RIA
104
Realta Investment Advisors
Delaware
$136K +$151K +2,941 New
MWM
105
Mascoma Wealth Management
New Hampshire
$130K +$27.3K +530 +23%
CFD
106
Creative Financial Designs
Indiana
$115K +$1.08K +21 +0.8%
APA
107
American Portfolios Advisors
New York
$108K +$96.5K +1,876 +395%
ME
108
McIlrath & Eck
Washington
$96K +$22.9K +445 +27%
EWA
109
EverSource Wealth Advisors
Alabama
$82K -$5.3K -103 -5%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$73K -$1.54K -30 -2%
WFA
111
Wipfli Financial Advisors
Wisconsin
$73K +$81.1K +1,577 New
LWP
112
Laurel Wealth Planning
Minnesota
$59K
JP Morgan Chase
113
JP Morgan Chase
New York
$35K +$720 +14 +2%
AWM
114
Atticus Wealth Management
Florida
$27K
GRP
115
Global Retirement Partners
California
$27K
GWM
116
Geneos Wealth Management
Colorado
$21K
Citigroup
117
Citigroup
New York
$15K
HGERS
118
Householder Group Estate & Retirement Specialist
Arizona
$11K +$12.8K +248 New
FF
119
FourThought Financial
Florida
$10K
FWM
120
Focused Wealth Management
New York
$8K +$9.05K +176 New
EC
121
Estate Counselors
Wisconsin
$5K +$6.69K +130 New
MCC
122
Money Concepts Capital
Florida
$4K
PI
123
PFS Investments
Georgia
$2.29K +$2.55M +49,556 New
MIM
124
Macroview Investment Management
Maryland
$1K
WIM
125
Westside Investment Management
California
$26 +$3.86K +75 +15%

NULG Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2022, worth a combined $587M — down 2.6% from $603M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NULG and 13 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 61 added.

The largest buyer was TIAA FSB, adding an estimated $7.26M. The largest seller was Envestnet Asset Management, cutting an estimated $5.54M.

  • 127 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2022, down from 131 in Q2 2022.
  • Funds reported $587M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2022 and 14 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $7.26M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q3 2022.