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Nuveen ESG Large-Cap Growth ETF

162 hedge funds and large institutions have $858M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.55%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
62
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FLA
126
Financial Life Advisors
Texas
$244K
FHA
127
Flagship Harbor Advisors
Massachusetts
$236K +$236K +3,796 New
CPG
128
Cornerstone Planning Group
New Jersey
$222K +$222K +3,568 New
LA
129
LexAurum Advisors
Kansas
$221K +$221K +3,552 New
VCP
130
Verus Capital Partners
Arizona
$210K +$210K +3,379 New
SPIA
131
Steward Partners Investment Advisory
New York
$209K +$12.1K +194 +6%
BFA
132
Beacon Financial Advisory
Ohio
$206K +$206K +3,315 New
AC
133
AlphaCore Capital
California
$175K
RIA
134
Realta Investment Advisors
Delaware
$167K +$167K +2,692 New
IA
135
IFP Advisors
Florida
$137K +$27.4K +440 +25%
CWP
136
Concord Wealth Partners
Virginia
$132K
ME
137
McIlrath & Eck
Washington
$122K +$19.8K +318 +19%
FFA
138
Farther Finance Advisors
California
$115K
FWM
139
Focused Wealth Management
New York
$98.7K +$41.7K +670 +73%
CFD
140
Creative Financial Designs
Indiana
$95.4K
IGWM
141
ICA Group Wealth Management
Colorado
$89.4K +$60.5K +972 +209%
CTWM
142
Cherry Tree Wealth Management
Minnesota
$73.7K +$73.7K +1,185 New
MIA
143
Milestone Investment Advisors
Wisconsin
$65.5K -$33.2K -533 -34%
WT
144
Whittier Trust
California
$63.6K
LOIP
145
Live Oak Investment Partners
Texas
$48.3K -$43.3K
Fidelity Investments
146
Fidelity Investments
Massachusetts
$45.7K +$13.6K +218 +42%
VAG
147
VisionPoint Advisory Group
Texas
$41.2K +$41.2K +662 New
CTA
148
Colonial Trust Advisors
South Carolina
$37.3K
WIM
149
Westside Investment Management
California
$35.8K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$35K -$270K -4,389 -89%