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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

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

15% more capital invested

Capital invested by funds: $746M → $858M (+$111M)

10% more funds holding

Funds holding: 147162 (+15)

2.16% less ownership

Funds ownership: 80.22%78.06% (-2.2%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.54%
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
Change in
Stake
FLA
126
Financial Life Advisors
Texas
$244K
FHA
127
Flagship Harbor Advisors
Massachusetts
$236K +$217K +3,796 New
CPG
128
Cornerstone Planning Group
New Jersey
$222K +$204K +3,568 New
LA
129
LexAurum Advisors
Kansas
$221K +$203K +3,552 New
VCP
130
Verus Capital Partners
Arizona
$210K +$193K +3,379 New
SPIA
131
Steward Partners Investment Advisory
New York
$209K +$11.1K +194 +6%
BFA
132
Beacon Financial Advisory
Ohio
$206K +$189K +3,315 New
AC
133
AlphaCore Capital
California
$175K
RIA
134
Realta Investment Advisors
Delaware
$167K +$154K +2,692 New
IA
135
IFP Advisors
Florida
$137K +$25.1K +440 +25%
CWP
136
Concord Wealth Partners
Virginia
$132K
ME
137
McIlrath & Eck
Washington
$122K +$18.2K +318 +19%
FFA
138
Farther Finance Advisors
California
$115K
FWM
139
Focused Wealth Management
New York
$98.7K +$38.3K +670 +73%
CFD
140
Creative Financial Designs
Indiana
$95.4K
IGWM
141
ICA Group Wealth Management
Colorado
$89.4K +$55.5K +972 +209%
CTWM
142
Cherry Tree Wealth Management
Minnesota
$73.7K +$67.7K +1,185 New
MIA
143
Milestone Investment Advisors
Wisconsin
$65.5K -$30.5K -533 -34%
WT
144
Whittier Trust
California
$63.6K
LOIP
145
Live Oak Investment Partners
Texas
$48.3K
Fidelity Investments
146
Fidelity Investments
Massachusetts
$45.7K +$12.5K +218 +42%
VAG
147
VisionPoint Advisory Group
Texas
$41.2K +$37.8K +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 -$251K -4,389 -89%

NULG Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2023, worth a combined $858M — up 15% from $746M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULG positions and 9 closed out — a net gain of 16 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.7M. The largest seller was TIAA FSB, cutting an estimated $10.3M.

  • 162 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $858M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2023 and 9 closed out, a net change of +16 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $5.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2023 was TIAA FSB, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2023.