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Nuveen ESG Large-Cap Growth ETF

162 hedge funds and large institutions have $858M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
62
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GSWM
101
Greenup Street Wealth Management
Michigan
$395K -$82.2K -1,322 -17%
WLIM
102
White Lighthouse Investment Management
Massachusetts
$395K -$24.5K -394 -6%
DI
103
DDFG Inc
California
$394K
KLI
104
Kelman-Lazarov Inc
Tennessee
$392K -$2.8K -45 -0.7%
CMS
105
Capital Market Strategies
Florida
$373K +$373K +6,002 New
Mariner
106
Mariner
Kansas
$371K
EWM
107
Empirical Wealth Management
Washington
$370K +$67.1K +1,078 +22%
DADC
108
D.A. Davidson & Co
Montana
$353K +$85.3K +1,371 +32%
EWA
109
EP Wealth Advisors
California
$336K +$336K +34,395 New
AWM
110
Aprio Wealth Management
Georgia
$333K +$5.47K +88 +2%
TC
111
Trust Company
Kansas
$326K -$42.1K -676 -11%
Cerity Partners
112
Cerity Partners
New York
$321K
FPAS
113
Focus Partners Advisor Solutions
Missouri
$318K -$71.9K -1,155 -18%
CCFM
114
Clear Creek Financial Management
Washington
$303K +$28.7K +462 +10%
AAS
115
Avantax Advisory Services
Texas
$302K -$178K -2,863 -37%
FA
116
Fountainhead AM
New Jersey
$298K -$560 -9 -0.2%
HI
117
Harbour Investments
Wisconsin
$294K +$228K +3,670 +349%
LSPW
118
Lake Street Private Wealth
Illinois
$291K +$291K +4,676 New
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$288K
CW
120
CIC Wealth
Maryland
$281K
KTC
121
Kistler-Tiffany Companies
Pennsylvania
$278K -$9.83K -158 -3%
BMCM
122
Bryn Mawr Capital Management
Pennsylvania
$278K
OFS
123
OneAscent Financial Services
Alabama
$275K
PWP
124
Principle Wealth Partners
Connecticut
$267K
BG
125
Benedetti & Gucer
Georgia
$263K +$10.4K +167 +4%