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Nuveen ESG Large-Cap Growth ETF

150 hedge funds and large institutions have $626M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more funds holding

Funds holding: 127150 (+23)

7% more capital invested

Capital invested by funds: $587M → $626M (+$38.5M)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

15.94% less ownership

Funds ownership: 96.15%80.21% (-16%)

Holders
150
Holders Change
+23
Holders Change %
+18.11%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
51
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
101
Falcon Wealth Planning
California
$242K +$244K +4,955 New
Stifel Financial
102
Stifel Financial
Missouri
$229K -$84.8K -1,724 -27%
LA
103
LexAurum Advisors
Kansas
$228K -$6.64K -135 -3%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$227K
CCM
105
Colorado Capital Management
Colorado
$226K +$228K +4,639 New
Mariner
106
Mariner
Kansas
$224K -$118K -2,396 -34%
CW
107
CIC Wealth
Maryland
$221K +$222K +4,524 New
BMCM
108
Bryn Mawr Capital Management
Pennsylvania
$218K
Cerity Partners
109
Cerity Partners
New York
$218K +$219K +4,457 New
OFS
110
OneAscent Financial Services
Alabama
$216K +$217K +4,416 New
EWM
111
Empirical Wealth Management
Washington
$216K +$3.74K +76 +2%
MWM
112
Mascoma Wealth Management
New Hampshire
$211K +$72.8K +1,480 +52%
PWP
113
Principle Wealth Partners
Connecticut
$210K +$211K +4,292 New
SWP
114
Stratos Wealth Partners
Ohio
$203K -$25.2K -512 -11%
FA
115
Fountainhead AM
New Jersey
$203K +$204K +4,150 New
WT
116
Whittier Trust
California
$179K +$180K +3,668 New
KTC
117
Kistler-Tiffany Companies
Pennsylvania
$178K
IA
118
IFP Advisors
Florida
$147K -$35.3K -717 -14%
RIA
119
Realta Investment Advisors
Delaware
$144K +$49 +1 +0%
AC
120
AlphaCore Capital
California
$141K +$142K +2,880 New
CFD
121
Creative Financial Designs
Indiana
$122K
SPIA
122
Steward Partners Investment Advisory
New York
$109K -$92K -1,871 -46%
CWP
123
Concord Wealth Partners
Virginia
$103K +$104K +2,116 New
FFA
124
Farther Finance Advisors
California
$90K +$90.5K +1,841 New
CA
125
CoreCap Advisors
Michigan
$83.2K +$83.6K +1,701 New

NULG Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2022, worth a combined $626M — up 6.5% from $587M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NULG positions and 10 closed out — a net gain of 27 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was TIAA FSB, adding an estimated $25.9M. The largest seller was Goldman Sachs, cutting an estimated $27.9M.

  • 150 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2022, up from 127 in Q3 2022.
  • Funds reported $626M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 37 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2022 and 10 closed out, a net change of +27 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2022 was TIAA FSB, an estimated $25.9M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2022 was Goldman Sachs, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2022.