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Nuveen ESG Large-Cap Growth ETF
NULG

Overview Fund Activity

186 hedge funds and large institutions have $935M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
63
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.9M
3
US Bancorp
3
US Bancorp
Minnesota
$4.94M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.25M
5
GRP
5
Global Retirement Partners
California
$3.24M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$166M
2
RW
2
RVW Wealth
California
$11.5M
3
RWM
3
Refined Wealth Management
Utah
$16.3M
4
Ameriprise
4
Ameriprise
Minnesota
$17.6M
5
LPL Financial
5
LPL Financial
California
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
126
CIC Wealth
Maryland
$312K -$1.95K -28 -0.6%
BMCM
127
Bryn Mawr Capital Management
Pennsylvania
$310K – – –
PWP
128
Principle Wealth Partners
Connecticut
$298K – – –
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$297K -$24.7K -355 -8%
DAS
130
Dynamic Advisor Solutions
Arizona
$294K -$116K -1,729 -28%
PSCM
131
Per Stirling Capital Management
Texas
$291K +$15.3K +220 +6%
CWM
132
Chicago Wealth Management
Illinois
$282K +$282K +4,055 New
LSPW
133
Lake Street Private Wealth
Illinois
$280K -$45.2K -651 -14%
LA
134
LexAurum Advisors
Kansas
$279K -$208 -3 -0.1%
AAS
135
Avantax Advisory Services
Texas
$277K -$68.1K -981 -20%
FLA
136
Financial Life Advisors
Texas
$268K -$3.68K -53 -1%
ML
137
McAdam LLC
Pennsylvania
$265K +$265K +3,808 New
AFTS
138
American Financial & Tax Strategies
New York
$262K +$262K +3,766 New
FPAS
139
Focus Partners Advisor Solutions
Missouri
$258K -$39.5K -568 -13%
BG
140
Benedetti & Gucer
Georgia
$256K -$77.3K -1,113 -23%
MGWA
141
Monument Group Wealth Advisors
Massachusetts
$255K +$255K +3,673 New
HI
142
Harbour Investments
Wisconsin
$253K -$75.1K -1,081 -23%
CPG
143
Cornerstone Planning Group
New Jersey
$249K +$903 +13 +0.4%
OFS
144
OneAscent Financial Services
Alabama
$236K -$1.6K -23 -0.7%
BFA
145
Beacon Financial Advisory
Ohio
$231K +$231K +3,328 New
BFA
146
Beaumont Financial Advisors
Massachusetts
$215K -$255K -3,673 -54%
RF
147
Rollins Financial
Georgia
$208K +$208K +3,000 New
RFA
148
Rollins Financial Advisors
New York
$208K +$208K +3,000 New
SPIA
149
Steward Partners Investment Advisory
New York
$207K -$2.64K -38 -1%
VA
150
Valmark Advisers
Ohio
$204K +$204K +2,943 New
4 5
6
7 8