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Nuveen ESG Large-Cap Growth ETF

249 hedge funds and large institutions have $1.17B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

13% more funds holding

Funds holding: 221249 (+28)

2.42% more ownership

Funds ownership: 74.73%77.15% (+2.4%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$43M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
67
Reduced
89
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
101
Falcon Wealth Planning
California
$774K -$56K -647 -7%
CB
102
Commerce Bank
Missouri
$764K
WIA
103
World Investment Advisors
California
$749K +$286K +3,312 +61%
LA
104
LexAurum Advisors
Kansas
$723K +$22.7K +262 +3%
MSA
105
Marino Stram & Associates
Massachusetts
$719K +$1.12K +13 +0.2%
HB
106
HTLF Bank
Colorado
$709K
Creative Planning
107
Creative Planning
Kansas
$701K +$204K +2,360 +41%
VC
108
Vicus Capital
Pennsylvania
$673K +$16.8K +194 +3%
AAS
109
Avantax Advisory Services
Texas
$671K +$296K +3,424 +78%
PA
110
Prism Advisors
California
$662K -$3.29K -38 -0.5%
WA
111
Westfuller Advisors
New York
$661K +$605 +7 +0.1%
WCFA
112
Walkner Condon Financial Advisors
Wisconsin
$661K -$141K -1,627 -17%
SFG
113
Sage Financial Group
Pennsylvania
$648K -$31.1K -359 -5%
RF
114
Rossby Financial
Florida
$644K +$649K +7,505 New
GM
115
GeoWealth Management
Illinois
$623K +$628K +7,260 New
MW
116
Maia Wealth
Colorado
$596K +$75.7K +875 +15%
Legacy Financial Group (Iowa)
117
Legacy Financial Group (Iowa)
Iowa
$582K +$586K +6,777 New
APP
118
Avantax Planning Partners
Iowa
$578K -$41.8K -483 -7%
RFN
119
Redwood Financial Network
Ohio
$573K -$317K -3,669 -35%
BB
120
Berkshire Bank
Massachusetts
$567K -$49K -567 -8%
FFA
121
Farther Finance Advisors
California
$565K -$58.2K -673 -9%
PWMG
122
Private Wealth Management Group
New Jersey
$542K -$12.5K -145 -2%
CAL
123
Capital Analysts LLC
Pennsylvania
$538K -$5.19K -60 -0.9%
MF
124
Montis Financial
Massachusetts
$522K +$526K +6,077 New
RIP
125
RAM Investment Partners
Washington
$520K

NULG Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2024, worth a combined $1.17B — up 3.8% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NULG positions and 15 closed out — a net gain of 33 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $4.15M. The largest seller was Bank of America, cutting an estimated $13.9M.

  • 249 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2024, up from 221 in Q3 2024.
  • Funds reported $1.17B of Nuveen ESG Large-Cap Growth ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 48 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2024 and 15 closed out, a net change of +33 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2024 was Win Advisors, an estimated $4.15M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2024 was Bank of America, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.