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Nuveen ESG Large-Cap Growth ETF

147 hedge funds and large institutions have $746M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

19% more capital invested

Capital invested by funds: $626M → $746M (+$120M)

0.01% more ownership

Funds ownership: 80.21%80.22% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 150147 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
72
Reduced
42
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
126
McIlrath & Eck
Washington
$91.9K
MIA
127
Milestone Investment Advisors
Wisconsin
$88.4K +$17.6K +333 +27%
CFD
128
Creative Financial Designs
Indiana
$85.5K -$51K -965 -39%
ASN
129
Advisory Services Network
Georgia
$66.7K -$16.8K -319 -21%
IA
130
IFP Advisors
Florida
$60.6K -$131K -2,475 -58%
HI
131
Harbour Investments
Wisconsin
$58.6K
WT
132
Whittier Trust
California
$57K -$140K -2,645 -72%
FWM
133
Focused Wealth Management
New York
$51.1K +$475 +9 +1%
LOIP
134
Live Oak Investment Partners
Texas
$43.3K
TRCT
135
Tower Research Capital (TRC)
New York
$41K -$232K -4,393 -86%
CTA
136
Colonial Trust Advisors
South Carolina
$33.4K
WIM
137
Westside Investment Management
California
$32.1K
Fidelity Investments
138
Fidelity Investments
Massachusetts
$28.8K +$15.9K +302 +140%
JP Morgan Chase
139
JP Morgan Chase
New York
$26K -$687 -13 -3%
IGWM
140
ICA Group Wealth Management
Colorado
$25.9K -$11.7K -222 -32%
GWM
141
Geneos Wealth Management
Colorado
$23K -$2.96K -56 -12%
EWA
142
EverSource Wealth Advisors
Alabama
$22.1K
Citigroup
143
Citigroup
New York
$18.1K
Commonwealth Equity Services
144
Commonwealth Equity Services
Massachusetts
$11.9K +$1.72M +32,569 +18%
AAS
145
Ameritas Advisory Services
Nebraska
$7.69K +$7.39K +140 New
GRP
146
Global Retirement Partners
California
$7.65K -$7.18K -136 -49%
FA
147
Financial Avengers
California
$1.17K
MIM
148
Macroview Investment Management
Maryland
$814
FC
149
Financial Consulate
Maryland
-$5.71M -116,742 Closed
GM
150
GeoWealth Management
Illinois
-$2.25M -45,941 Closed

NULG Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2023, worth a combined $746M — up 19% from $626M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NULG and 15 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 72 added.

The largest buyer was Bank of America, adding an estimated $25.8M. The largest seller was Financial Consulate, exiting entirely with an estimated $5.71M sold.

  • 147 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2023, down from 150 in Q4 2022.
  • Funds reported $746M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2023 and 16 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2023 was Bank of America, an estimated $25.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2023 was Financial Consulate, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2023.