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Nuveen ESG Large-Cap Growth ETF

201 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 28 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $936M → $1.01B (+$75.9M)

7% more funds holding

Funds holding: 187201 (+14)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

2.89% less ownership

Funds ownership: 77.85%74.96% (-2.9%)

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
74
Reduced
72
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Prism Advisors
California
$561K -$15.8K -218 -3%
WLIM
102
White Lighthouse Investment Management
Massachusetts
$553K -$51.6K -712 -9%
TRCT
103
Tower Research Capital (TRC)
New York
$546K +$319K +4,400 +159%
BB
104
Berkshire Bank
Massachusetts
$543K +$34.2K +472 +7%
RW
105
Rede Wealth
Virginia
$534K -$22.5K -310 -4%
AWS
106
Atria Wealth Solutions
New York
$528K +$80.7K +1,113 +19%
HB
107
HTLF Bank
Colorado
$514K +$76.1K +1,050 +18%
RFA
108
RTD Financial Advisors
Pennsylvania
$512K -$70.2K -968 -13%
SFP
109
Sandbox Financial Partners
Maryland
$505K +$480K +6,626 New
SPC
110
Sigma Planning Corp
Michigan
$495K +$470K +6,488 New
BFPW
111
BOK Financial Private Wealth
Colorado
$477K -$122K -1,689 -21%
CFGS
112
Concourse Financial Group Securities
Alabama
$475K +$435 +6 +0.1%
EWM
113
Empirical Wealth Management
Washington
$473K -$28.4K -391 -6%
PFBT
114
Parkside Financial Bank & Trust
Missouri
$465K
PWMG
115
Private Wealth Management Group
New Jersey
$459K -$20.3K -280 -4%
DI
116
DDFG Inc
California
$456K -$41.5K -572 -9%
CAL
117
Capital Analysts LLC
Pennsylvania
$444K +$422K +5,821 New
Creative Planning
118
Creative Planning
Kansas
$443K -$2.39K -33 -0.6%
BMCM
119
Bryn Mawr Capital Management
Pennsylvania
$437K +$91.3K +1,259 +28%
FA
120
Fountainhead AM
New Jersey
$426K +$25.4K +350 +7%
Truist Financial
121
Truist Financial
North Carolina
$416K -$334K -4,608 -46%
CMS
122
Capital Market Strategies
Florida
$407K +$145 +2 +0%
AWM
123
Aprio Wealth Management
Georgia
$407K -$9.21K -127 -2%
DADC
124
D.A. Davidson & Co
Montana
$390K -$38.4K -530 -9%
GM
125
GeoWealth Management
Illinois
$379K +$360K +4,964 New

NULG Hedge Fund Activity: Q1 2024 in Review

201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2024, worth a combined $1.01B — up 8.1% from $936M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NULG positions and 9 closed out — a net gain of 19 holders — while 74 added to existing stakes and 72 trimmed.

The largest buyer was Clarity Asset Management, opening a new position worth an estimated $13.1M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.

  • 201 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2024, up from 187 in Q4 2023.
  • Funds reported $1.01B of Nuveen ESG Large-Cap Growth ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 28 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +19 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2024 was Clarity Asset Management, an estimated $13.1M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2024.