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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

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

15% more capital invested

Capital invested by funds: $746M → $858M (+$111M)

10% more funds holding

Funds holding: 147162 (+15)

2.16% less ownership

Funds ownership: 80.22%78.06% (-2.2%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.54%
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
Change in
Stake
GSWM
101
Greenup Street Wealth Management
Michigan
$395K -$75.5K -1,322 -17%
WLIM
102
White Lighthouse Investment Management
Massachusetts
$395K -$22.5K -394 -6%
DI
103
DDFG Inc
California
$394K
KLI
104
Kelman-Lazarov Inc
Tennessee
$392K -$2.57K -45 -0.7%
CMS
105
Capital Market Strategies
Florida
$373K +$343K +6,002 New
Mariner
106
Mariner
Kansas
$371K
EWM
107
Empirical Wealth Management
Washington
$370K +$61.6K +1,078 +22%
DADC
108
D.A. Davidson & Co
Montana
$353K +$78.3K +1,371 +32%
EWA
109
EP Wealth Advisors
California
$336K +$1.97M +34,395 New
AWM
110
Aprio Wealth Management
Georgia
$333K +$5.03K +88 +2%
TC
111
Trust Company
Kansas
$326K -$38.6K -676 -11%
Cerity Partners
112
Cerity Partners
New York
$321K
FPAS
113
Focus Partners Advisor Solutions
Missouri
$318K -$66K -1,155 -18%
CCFM
114
Clear Creek Financial Management
Washington
$303K +$26.4K +462 +10%
AAS
115
Avantax Advisory Services
Texas
$302K -$164K -2,863 -37%
FA
116
Fountainhead AM
New Jersey
$298K -$514 -9 -0.2%
HI
117
Harbour Investments
Wisconsin
$294K +$210K +3,670 +349%
LSPW
118
Lake Street Private Wealth
Illinois
$291K +$267K +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 -$9.03K -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 +$9.54K +167 +4%

NULG Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2023, worth a combined $858M — up 15% from $746M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULG positions and 9 closed out — a net gain of 16 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.7M. The largest seller was TIAA FSB, cutting an estimated $10.3M.

  • 162 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $858M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2023 and 9 closed out, a net change of +16 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $5.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2023 was TIAA FSB, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2023.