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Nuveen ESG Large-Cap Growth ETF

177 hedge funds and large institutions have $817M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 55

9% more funds holding

Funds holding: 162177 (+15)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $858M → $817M (-$40.3M)

1.08% less ownership

Funds ownership: 78.06%76.98% (-1.1%)

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
65
Reduced
55
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
126
Avantax Advisory Services
Texas
$298K +$6.94K +111 +2%
BG
127
Benedetti & Gucer
Georgia
$288K +$36K +575 +14%
TC
128
Trust Company
Kansas
$287K -$28.6K -458 -9%
HI
129
Harbour Investments
Wisconsin
$283K
LSPW
130
Lake Street Private Wealth
Illinois
$280K
PFGIA
131
Patriot Financial Group Insurance Agency
Massachusetts
$278K
CW
132
CIC Wealth
Maryland
$271K
Creative Planning
133
Creative Planning
Kansas
$268K +$279K +4,469 New
BMCM
134
Bryn Mawr Capital Management
Pennsylvania
$268K
CCFM
135
Clear Creek Financial Management
Washington
$265K -$28.9K -462 -9%
PWP
136
Principle Wealth Partners
Connecticut
$257K
FPAS
137
Focus Partners Advisor Solutions
Missouri
$257K -$51.6K -826 -16%
AWS
138
Atria Wealth Solutions
New York
$245K +$256K +4,089 New
FFA
139
Farther Finance Advisors
California
$245K +$140K +2,240 +122%
LA
140
LexAurum Advisors
Kansas
$241K +$29.6K +473 +13%
PSCM
141
Per Stirling Capital Management
Texas
$238K +$248K +3,967 New
CHP
142
Cable Hill Partners
Oregon
$237K +$247K +3,957 New
FLA
143
Financial Life Advisors
Texas
$235K
DBT
144
Dubuque Bank & Trust
Iowa
$233K +$242K +3,877 New
GRP
145
Global Retirement Partners
California
$225K +$227K +3,627 +2,402%
CPG
146
Cornerstone Planning Group
New Jersey
$214K
OFS
147
OneAscent Financial Services
Alabama
$205K -$62.8K -1,004 -23%
VCP
148
Verus Capital Partners
Arizona
$204K +$1.44K +23 +0.7%
SPIA
149
Steward Partners Investment Advisory
New York
$181K -$21.8K -348 -10%
AC
150
AlphaCore Capital
California
$169K

NULG Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2023, worth a combined $817M — down 4.7% from $858M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NULG positions and 8 closed out — a net gain of 18 holders — while 65 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.64M. The largest seller was Bank of America, cutting an estimated $24M.

  • 177 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $817M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 26 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2023 and 8 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2023 was Ameriprise, an estimated $6.64M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2023 was Bank of America, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2023.