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Nuveen ESG Large-Cap Growth ETF

177 hedge funds and large institutions have $817M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 55

9% more funds holding

Funds holding: 162177 (+15)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $858M → $817M (-$40.3M)

1.08% less ownership

Funds ownership: 78.06%76.98% (-1.1%)

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
65
Reduced
55
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
101
Rede Wealth
Virginia
$429K +$1.56K +25 +0.4%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$427K -$500K -7,998 -53%
BCI
103
Brinker Capital Investments
Pennsylvania
$426K -$45.4K -726 -9%
OPS
104
Orion Portfolio Solutions
Nebraska
$426K -$45.4K -726 -9%
FHA
105
Flagship Harbor Advisors
Massachusetts
$425K +$205K +3,284 +87%
EWM
106
Empirical Wealth Management
Washington
$422K +$68.8K +1,101 +19%
WLIM
107
White Lighthouse Investment Management
Massachusetts
$413K +$33.9K +542 +9%
BFA
108
Beaumont Financial Advisors
Massachusetts
$406K
BB
109
Berkshire Bank
Massachusetts
$405K -$10K -160 -2%
PA
110
Prism Advisors
California
$389K +$406K +6,488 New
DI
111
DDFG Inc
California
$388K +$7.94K +127 +2%
PFBT
112
Parkside Financial Bank & Trust
Missouri
$366K -$90.2K -1,443 -19%
DAS
113
Dynamic Advisor Solutions
Arizona
$365K -$143K -2,280 -27%
SPC
114
Sigma Planning Corp
Michigan
$365K +$381K +6,087 New
Mariner
115
Mariner
Kansas
$358K
GM
116
GeoWealth Management
Illinois
$348K +$363K +5,800 New
DADC
117
D.A. Davidson & Co
Montana
$340K
CMS
118
Capital Market Strategies
Florida
$332K -$23.1K -370 -6%
AWM
119
Aprio Wealth Management
Georgia
$327K +$6.32K +101 +2%
LCGC
120
Legacy Capital Group California
California
$323K +$337K +5,385 New
EWA
121
EP Wealth Advisors
California
$321K -$1.82M -29,045 -84%
KLI
122
Kelman-Lazarov Inc
Tennessee
$318K -$62.5K -999 -16%
AF
123
Allworth Financial
California
$317K +$331K +5,288 New
FA
124
Fountainhead AM
New Jersey
$310K +$23.7K +379 +8%
Cerity Partners
125
Cerity Partners
New York
$310K

NULG Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2023, worth a combined $817M — down 4.7% from $858M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NULG positions and 8 closed out — a net gain of 18 holders — while 65 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.64M. The largest seller was Bank of America, cutting an estimated $24M.

  • 177 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $817M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 26 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2023 and 8 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2023 was Ameriprise, an estimated $6.64M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2023 was Bank of America, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2023.