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Nuveen ESG Large-Cap Growth ETF
NULG

Overview Fund Activity

199 hedge funds and large institutions have $1.01B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 73 increasing their positions, 72 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+13
Holders Change %
+6.99%
% of All Funds
2.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
73
Reduced
72
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Clarity Asset Management
Iowa
$13.8M
2
LPL Financial
LPL Financial
California
$58.1M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$191M
4
RCS
Retirement Capital Strategies
California
$2.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
$9.79M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.5M
2
Bank of America
Bank of America
North Carolina
$279M
3
Ameriprise
Ameriprise
Minnesota
$16M
4
Lido Advisors
Lido Advisors
California
$14.8M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Prism Advisors
California
$561K -$16.6K -218 -3%
WLIM
102
White Lighthouse Investment Management
Massachusetts
$553K -$54.3K -712 -9%
TRCT
103
Tower Research Capital (TRC)
New York
$546K +$336K +4,400 +159%
BB
104
Berkshire Bank
Massachusetts
$543K +$36K +472 +7%
RW
105
Rede Wealth
Virginia
$534K -$23.6K -310 -4%
AWS
106
Atria Wealth Solutions
New York
$528K +$84.9K +1,113 +19%
HB
107
HTLF Bank
Colorado
$514K +$80.1K +1,050 +18%
RFA
108
RTD Financial Advisors
Pennsylvania
$512K -$73.8K -968 -13%
SFP
109
Sandbox Financial Partners
Maryland
$505K +$505K +6,626 New
SPC
110
Sigma Planning Corp
Michigan
$495K +$495K +6,488 New
BFPW
111
BOK Financial Private Wealth
Colorado
$477K -$129K -1,689 -21%
CFGS
112
Concourse Financial Group Securities
Alabama
$475K +$458 +6 +0.1%
EWM
113
Empirical Wealth Management
Washington
$473K -$29.8K -391 -6%
PFBT
114
Parkside Financial Bank & Trust
Missouri
$465K – – –
PWMG
115
Private Wealth Management Group
New Jersey
$459K -$21.4K -280 -4%
DI
116
DDFG Inc
California
$456K -$43.6K -572 -9%
CAL
117
Capital Analysts LLC
Pennsylvania
$444K +$444K +5,821 New
Creative Planning
118
Creative Planning
Kansas
$443K -$2.52K -33 -0.6%
BMCM
119
Bryn Mawr Capital Management
Pennsylvania
$437K +$96K +1,259 +28%
FA
120
Fountainhead AM
New Jersey
$426K +$26.7K +350 +7%
Truist Financial
121
Truist Financial
North Carolina
$416K -$351K -4,608 -46%
CMS
122
Capital Market Strategies
Florida
$407K +$153 +2 +0%
AWM
123
Aprio Wealth Management
Georgia
$407K -$9.69K -127 -2%
DADC
124
D.A. Davidson & Co
Montana
$390K -$40.4K -530 -9%
GM
125
GeoWealth Management
Illinois
$379K +$379K +4,964 New
3 4
5
6 7