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Nuveen ESG Large-Cap Growth ETF

150 hedge funds and large institutions have $626M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more funds holding

Funds holding: 127150 (+23)

7% more capital invested

Capital invested by funds: $587M → $626M (+$38.5M)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

15.94% less ownership

Funds ownership: 96.15%80.21% (-16%)

Holders
150
Holders Change
+23
Holders Change %
+18.11%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
51
Reduced
51
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
126
McIlrath & Eck
Washington
$80.6K -$21.9K -445 -21%
Creative Planning
127
Creative Planning
Kansas
$77.1K +$77.5K +1,577 New
ASN
128
Advisory Services Network
Georgia
$74.1K +$74.5K +1,515 New
MIA
129
Milestone Investment Advisors
Wisconsin
$61.3K +$61.6K +1,253 New
PO
130
Private Ocean
California
$53.2K +$53.5K +1,089 New
HI
131
Harbour Investments
Wisconsin
$51.4K -$256K -5,210 -83%
FWM
132
Focused Wealth Management
New York
$44.3K +$35.9K +731 +415%
LOIP
133
Live Oak Investment Partners
Texas
$37.9K
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$35K +$35.1K +714 New
IGWM
135
ICA Group Wealth Management
Colorado
$33.6K +$33.8K +687 New
CTA
136
Colonial Trust Advisors
South Carolina
$29.3K +$29.5K +600 New
KIA
137
Kraematon Investment Advisors
Massachusetts
$27.6K +$27.8K +565 New
JP Morgan Chase
138
JP Morgan Chase
New York
$23K -$13.9K -283 -37%
GWM
139
Geneos Wealth Management
Colorado
$22.9K
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$21K -$57.3K -1,165 -73%
EWA
141
EverSource Wealth Advisors
Alabama
$19.4K -$68.4K -1,391 -78%
Citigroup
142
Citigroup
New York
$15.8K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$13.7K +$13.8K +280 New
GRP
144
Global Retirement Partners
California
$13.5K -$12.9K -263 -49%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$10.5K +$10.6K +215 New
BWA
146
Boulder Wealth Advisors
Colorado
$7K +$7.18K +146 New
MCC
147
Money Concepts Capital
Florida
$4.64K
PAG
148
Private Advisor Group
New Jersey
$1.41K +$896K +18,211 +170%
FA
149
Financial Avengers
California
$1.03K +$1.03K +21 New
MIM
150
Macroview Investment Management
Maryland
$713

NULG Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2022, worth a combined $626M — up 6.5% from $587M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NULG positions and 10 closed out — a net gain of 27 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was TIAA FSB, adding an estimated $25.9M. The largest seller was Goldman Sachs, cutting an estimated $27.9M.

  • 150 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2022, up from 127 in Q3 2022.
  • Funds reported $626M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 37 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2022 and 10 closed out, a net change of +27 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2022 was TIAA FSB, an estimated $25.9M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2022 was Goldman Sachs, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2022.