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Nuveen ESG Large-Cap Growth ETF

221 hedge funds and large institutions have $1.13B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

4% more capital invested

Capital invested by funds: $1.09B → $1.13B (+$38.8M)

0.84% more ownership

Funds ownership: 73.88%74.73% (+0.84%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 222221 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
221
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
88
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
101
Institute for Wealth Management
Colorado
$674K +$36.2K +451 +6%
TRCT
102
Tower Research Capital (TRC)
New York
$655K +$423K +5,276 +199%
SFG
103
Sage Financial Group
Pennsylvania
$654K -$4.97K -62 -0.8%
RA
104
RFG Advisory
Alabama
$652K -$110K -1,368 -15%
PA
105
Prism Advisors
California
$640K +$38.8K +484 +7%
WA
106
Westfuller Advisors
New York
$636K +$617K +7,697 New
VC
107
Vicus Capital
Pennsylvania
$632K -$7.05K -88 -1%
RFP
108
Root Financial Partners
California
$615K +$596K +7,441 New
FFA
109
Farther Finance Advisors
California
$600K +$13.8K +172 +2%
APP
110
Avantax Planning Partners
Iowa
$596K -$365K -4,550 -39%
BB
111
Berkshire Bank
Massachusetts
$593K +$4.33K +54 +0.8%
PWMG
112
Private Wealth Management Group
New Jersey
$533K +$5.77K +72 +1%
CAL
113
Capital Analysts LLC
Pennsylvania
$523K +$321 +4 +0.1%
MW
114
Maia Wealth
Colorado
$506K -$16.5K -206 -3%
CFGS
115
Concourse Financial Group Securities
Alabama
$505K +$25.7K +320 +6%
OBWG
116
Onyx Bridge Wealth Group
New York
$502K +$51.8K +646 +12%
RIP
117
RAM Investment Partners
Washington
$501K
RW
118
Rede Wealth
Virginia
$497K -$16.9K -211 -3%
Creative Planning
119
Creative Planning
Kansas
$480K
Truist Financial
120
Truist Financial
North Carolina
$473K +$17.4K +217 +4%
BMCM
121
Bryn Mawr Capital Management
Pennsylvania
$473K
RFA
122
RTD Financial Advisors
Pennsylvania
$466K -$18.5K -231 -4%
DADC
123
D.A. Davidson & Co
Montana
$466K +$42.3K +528 +10%
M&T Bank
124
M&T Bank
New York
$463K
DI
125
DDFG Inc
California
$453K -$5.61K -70 -1%

NULG Hedge Fund Activity: Q3 2024 in Review

221 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2024, worth a combined $1.13B — up 3.6% from $1.09B a quarter earlier.

Fund positioning in NULG was balanced in Q3 2024: 18 funds opened new positions, 18 closed out, 88 added to existing stakes and 68 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $16.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $5.23M sold.

  • 221 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2024, down from 222 in Q2 2024.
  • Funds reported $1.13B of Nuveen ESG Large-Cap Growth ETF stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2024 and 18 closed out, a net change of 0 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2024 was TIAA Trust, National Association, an estimated $16.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2024.