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Nuveen ESG Large-Cap Growth ETF

222 hedge funds and large institutions have $1.09B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

10% more funds holding

Funds holding: 201222 (+21)

8% more capital invested

Capital invested by funds: $1.01B → $1.09B (+$79.9M)

1.08% less ownership

Funds ownership: 74.96%73.88% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 83

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
69
Reduced
83
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HB
101
HTLF Bank
Colorado
$598K +$48.8K +638 +9%
SFP
102
Sandbox Financial Partners
Maryland
$597K +$56K +733 +11%
PA
103
Prism Advisors
California
$590K -$6.88K -90 -1%
BB
104
Berkshire Bank
Massachusetts
$578K
FFA
105
Farther Finance Advisors
California
$576K +$180K +2,348 +50%
Legacy Financial Group (Iowa)
106
Legacy Financial Group (Iowa)
Iowa
$571K -$46.7K -611 -8%
EWM
107
Empirical Wealth Management
Washington
$546K +$40.9K +535 +9%
WLIM
108
White Lighthouse Investment Management
Massachusetts
$541K -$44.6K -583 -8%
SPC
109
Sigma Planning Corp
Michigan
$524K -$2.83K -37 -0.6%
MW
110
Maia Wealth
Colorado
$519K +$476K +6,221 New
PWMG
111
Private Wealth Management Group
New Jersey
$518K +$28.3K +370 +6%
CAL
112
Capital Analysts LLC
Pennsylvania
$513K +$38.7K +506 +9%
RW
113
Rede Wealth
Virginia
$505K -$58.9K -770 -11%
PFBT
114
Parkside Financial Bank & Trust
Missouri
$495K
RIP
115
RAM Investment Partners
Washington
$492K +$463K +6,062 New
WA
116
Win Advisors
Florida
$482K +$454K +5,939 New
RFA
117
RTD Financial Advisors
Pennsylvania
$477K -$64.3K -841 -13%
Creative Planning
118
Creative Planning
Kansas
$471K -$535 -7 -0.1%
CFGS
119
Concourse Financial Group Securities
Alabama
$470K -$33.3K -436 -7%
BMCM
120
Bryn Mawr Capital Management
Pennsylvania
$465K
M&T Bank
121
M&T Bank
New York
$455K +$57.1K +747 +15%
DI
122
DDFG Inc
California
$450K -$33.2K -434 -7%
Truist Financial
123
Truist Financial
North Carolina
$447K +$4.51K +59 +1%
OBWG
124
Onyx Bridge Wealth Group
New York
$441K -$194K -2,534 -32%
AWM
125
Aprio Wealth Management
Georgia
$440K +$6.58K +86 +2%

NULG Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2024, worth a combined $1.09B — up 7.9% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NULG positions and 9 closed out — a net gain of 25 holders — while 69 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $4.18M.

  • 222 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2024, up from 201 in Q1 2024.
  • Funds reported $1.09B of Nuveen ESG Large-Cap Growth ETF stock for Q2 2024, up 7.9% quarter-over-quarter.
  • 34 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2024 and 9 closed out, a net change of +25 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.6M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2024 was Bank of America, an estimated $4.18M sold.

Based on aggregated 13F filings for Q2 2024.