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Nuveen ESG Large-Cap Growth ETF
NULG

Overview Fund Activity

186 hedge funds and large institutions have $935M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
63
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.9M
3
US Bancorp
3
US Bancorp
Minnesota
$4.94M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.25M
5
GRP
5
Global Retirement Partners
California
$3.24M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$166M
2
RW
2
RVW Wealth
California
$11.5M
3
RWM
3
Refined Wealth Management
Utah
$16.3M
4
Ameriprise
4
Ameriprise
Minnesota
$17.6M
5
LPL Financial
5
LPL Financial
California
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
101
Falcon Wealth Planning
California
$533K -$16.5K -237 -3%
PA
102
Prism Advisors
California
$526K +$75.4K +1,086 +17%
RW
103
Rede Wealth
Virginia
$508K +$10.1K +146 +2%
FHA
104
Flagship Harbor Advisors
Massachusetts
$501K +$9.59K +138 +2%
Cerity Partners
105
Cerity Partners
New York
$475K +$116K +1,676 +32%
BB
106
Berkshire Bank
Massachusetts
$462K -$7.43K -107 -2%
EWM
107
Empirical Wealth Management
Washington
$458K -$31.4K -452 -6%
DI
108
DDFG Inc
California
$455K +$6.18K +89 +1%
MW
109
Maia Wealth
Colorado
$445K +$445K +6,403 New
PWMG
110
Private Wealth Management Group
New Jersey
$437K +$437K +6,292 New
CFGS
111
Concourse Financial Group Securities
Alabama
$432K -$123K -1,776 -22%
PFBT
112
Parkside Financial Bank & Trust
Missouri
$423K – – –
Creative Planning
113
Creative Planning
Kansas
$406K +$95.5K +1,375 +31%
AWS
114
Atria Wealth Solutions
New York
$404K +$120K +1,726 +42%
HB
115
HTLF Bank
Colorado
$395K +$395K +5,685 New
DADC
116
D.A. Davidson & Co
Montana
$392K -$2.29K -33 -0.6%
AWM
117
Aprio Wealth Management
Georgia
$380K +$834 +12 +0.2%
CMS
118
Capital Market Strategies
Florida
$371K -$20.4K -293 -5%
FFA
119
Farther Finance Advisors
California
$368K +$84.5K +1,217 +30%
KLI
120
Kelman-Lazarov Inc
Tennessee
$367K -$1.32K -19 -0.4%
FA
121
Fountainhead AM
New Jersey
$363K +$3.89K +56 +1%
CCFM
122
Clear Creek Financial Management
Washington
$354K +$47.7K +687 +16%
FFN
123
Focus Financial Network
Minnesota
$346K -$214K -3,081 -38%
TC
124
Trust Company
Kansas
$332K -$417 -6 -0.1%
AF
125
Allworth Financial
California
$331K -$36.5K -525 -10%
3 4
5
6 7