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Nuveen ESG Large-Cap Growth ETF

147 hedge funds and large institutions have $746M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

19% more capital invested

Capital invested by funds: $626M → $746M (+$120M)

0.01% more ownership

Funds ownership: 80.21%80.22% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 150147 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
72
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Aprio Wealth Management
Georgia
$293K +$278K +5,263 New
AGA
102
Arkos Global Advisors
Texas
$292K -$5.18K -98 -2%
MWM
103
Mascoma Wealth Management
New Hampshire
$292K +$49.9K +944 +22%
Cerity Partners
104
Cerity Partners
New York
$288K +$37.4K +709 +16%
RFN
105
Redwood Financial Network
Ohio
$278K +$263K +4,985 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$276K +$224K +4,245 +595%
EWM
107
Empirical Wealth Management
Washington
$271K +$23.8K +451 +10%
FA
108
Fountainhead AM
New Jersey
$268K +$34.5K +654 +16%
SWP
109
Stratos Wealth Partners
Ohio
$261K +$27.7K +524 +13%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$258K
KTC
111
Kistler-Tiffany Companies
Pennsylvania
$258K +$51.6K +978 +27%
CW
112
CIC Wealth
Maryland
$252K
BMCM
113
Bryn Mawr Capital Management
Pennsylvania
$249K
CCFM
114
Clear Creek Financial Management
Washington
$246K +$233K +4,415 New
OFS
115
OneAscent Financial Services
Alabama
$246K
DADC
116
D.A. Davidson & Co
Montana
$240K +$227K +4,303 New
PWP
117
Principle Wealth Partners
Connecticut
$239K
BG
118
Benedetti & Gucer
Georgia
$227K +$215K +4,063 New
FLA
119
Financial Life Advisors
Texas
$218K +$207K +3,915 New
MML Investors Services
120
MML Investors Services
Massachusetts
$205K +$194K +3,670 New
Creative Planning
121
Creative Planning
Kansas
$203K +$109K +2,066 +131%
SPIA
122
Steward Partners Investment Advisory
New York
$177K +$49.8K +943 +42%
AC
123
AlphaCore Capital
California
$157K -$3.12K -59 -2%
CWP
124
Concord Wealth Partners
Virginia
$118K
FFA
125
Farther Finance Advisors
California
$103K

NULG Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2023, worth a combined $746M — up 19% from $626M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NULG and 15 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 72 added.

The largest buyer was Bank of America, adding an estimated $25.8M. The largest seller was Financial Consulate, exiting entirely with an estimated $5.71M sold.

  • 147 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2023, down from 150 in Q4 2022.
  • Funds reported $746M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2023 and 16 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2023 was Bank of America, an estimated $25.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2023 was Financial Consulate, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2023.