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Nuveen ESG Large-Cap Growth ETF

237 hedge funds and large institutions have $1.06B invested in Nuveen ESG Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% less ownership

Funds ownership: 77.15%76.78% (-0.36%)

5% less funds holding

Funds holding: 249237 (-12)

10% less capital invested

Capital invested by funds: $1.17B → $1.06B (-$112M)

20% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 101

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $104K

Holders
237
Holders Change
-12
Holders Change %
-4.82%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
20
Increased
81
Reduced
101
Closed
29
Calls
Puts
$104K
Net Calls
-$104K
Net Calls Change
-$104K
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
101
Sandbox Financial Partners
Maryland
$696K -$179K -2,110 -19%
KAS
102
Kestra Advisory Services
Texas
$688K -$79.7K -940 -10%
EWA
103
EP Wealth Advisors
California
$682K -$117K -1,375 -14%
IFWM
104
Institute for Wealth Management
Colorado
$663K -$73.6K -868 -9%
LA
105
LexAurum Advisors
Kansas
$663K +$4.33K +51 +0.6%
Creative Planning
106
Creative Planning
Kansas
$622K -$18.4K -217 -3%
WCFA
107
Walkner Condon Financial Advisors
Wisconsin
$621K +$19.3K +227 +3%
SA
108
Skyline Advisors
Washington
$618K +$231K +2,718 +52%
AF
109
Abound Financial
California
$607K -$139K -1,633 -17%
WIA
110
World Investment Advisors
California
$602K -$87.4K -1,030 -12%
SFG
111
Sage Financial Group
Pennsylvania
$592K +$424 +5 +0.1%
VC
112
Vicus Capital
Pennsylvania
$582K -$34.2K -403 -5%
RF
113
Rossby Financial
Florida
$561K -$41.4K -488 -7%
WA
114
Westfuller Advisors
New York
$549K -$58.6K -691 -9%
PA
115
Prism Advisors
California
$529K -$81.4K -959 -12%
APP
116
Avantax Planning Partners
Iowa
$523K -$3.9K -46 -0.7%
Legacy Financial Group (Iowa)
117
Legacy Financial Group (Iowa)
Iowa
$520K -$11.2K -132 -2%
MW
118
Maia Wealth
Colorado
$515K -$18.8K -222 -3%
LFG
119
Lockerman Financial Group
California
$515K -$470K -5,534 -46%
CAL
120
Capital Analysts LLC
Pennsylvania
$510K +$20.4K +240 +4%
BB
121
Berkshire Bank
Massachusetts
$505K -$13.1K -154 -2%
MHC
122
May Hill Capital
Massachusetts
$495K +$537K +6,326 New
PWMG
123
Private Wealth Management Group
New Jersey
$494K +$679 +8 +0.1%
Truist Financial
124
Truist Financial
North Carolina
$482K +$47.9K +564 +10%
RIP
125
RAM Investment Partners
Washington
$475K

NULG Hedge Fund Activity: Q1 2025 in Review

237 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2025, worth a combined $1.06B — down 9.6% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of NULG and 20 opened new positions — a net loss of 9 holders — while 101 trimmed existing stakes and 81 added.

The largest buyer was Bank of America, adding an estimated $35.5M. The largest seller was Refined Wealth Management, cutting an estimated $17.5M.

  • 237 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2025, down from 249 in Q4 2024.
  • Funds reported $1.06B of Nuveen ESG Large-Cap Growth ETF stock for Q1 2025, down 9.6% quarter-over-quarter.
  • 20 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2025 and 29 closed out, a net change of -9 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2025 was Bank of America, an estimated $35.5M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2025 was Refined Wealth Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2025.