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Nuveen ESG Large-Cap Growth ETF

201 hedge funds and large institutions have $1.01B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $936M → $1.01B (+$75.9M)

7% more funds holding

Funds holding: 187201 (+14)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

2.89% less ownership

Funds ownership: 77.85%74.96% (-2.9%)

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
74
Reduced
72
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
126
M&T Bank
New York
$371K +$352K +4,861 New
AF
127
Allworth Financial
California
$366K +$2.54K +35 +0.7%
FFA
128
Farther Finance Advisors
California
$361K -$40.6K -560 -11%
KLI
129
Kelman-Lazarov Inc
Tennessee
$360K -$40.1K -553 -10%
LA
130
LexAurum Advisors
Kansas
$357K +$47.4K +653 +16%
UAG
131
United Advisor Group
Ohio
$356K +$338K +4,664 New
PSCM
132
Per Stirling Capital Management
Texas
$345K +$24.8K +342 +8%
CW
133
CIC Wealth
Maryland
$343K
CCFM
134
Clear Creek Financial Management
Washington
$341K -$45.5K -627 -12%
PWP
135
Principle Wealth Partners
Connecticut
$327K
AAS
136
Avantax Advisory Services
Texas
$320K +$15.2K +209 +5%
ML
137
McAdam LLC
Pennsylvania
$318K +$26.3K +363 +10%
AFTS
138
American Financial & Tax Strategies
New York
$312K +$23.8K +328 +9%
FFN
139
Focus Financial Network
Minnesota
$312K -$45.5K -628 -13%
TC
140
Trust Company
Kansas
$308K -$53.3K -735 -15%
LSPW
141
Lake Street Private Wealth
Illinois
$307K +$73 +1 +0%
DAS
142
Dynamic Advisor Solutions
Arizona
$303K -$27.8K -384 -9%
FLA
143
Financial Life Advisors
Texas
$295K
HI
144
Harbour Investments
Wisconsin
$290K +$11.2K +155 +4%
PFGIA
145
Patriot Financial Group Insurance Agency
Massachusetts
$282K -$42.6K -587 -14%
MGWA
146
Monument Group Wealth Advisors
Massachusetts
$280K
EWA
147
Emergent Wealth Advisors
New York
$279K +$265K +3,659 New
TI
148
Tidal Investments
Wisconsin
$276K +$262K +3,619 New
GS
149
GTS Securities
New York
$269K +$256K +3,524 New
CPG
150
Cornerstone Planning Group
New Jersey
$266K +$218 +3 +0.1%

NULG Hedge Fund Activity: Q1 2024 in Review

201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2024, worth a combined $1.01B — up 8.1% from $936M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NULG positions and 9 closed out — a net gain of 19 holders — while 74 added to existing stakes and 72 trimmed.

The largest buyer was Clarity Asset Management, opening a new position worth an estimated $13.1M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.

  • 201 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2024, up from 187 in Q4 2023.
  • Funds reported $1.01B of Nuveen ESG Large-Cap Growth ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 28 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +19 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2024 was Clarity Asset Management, an estimated $13.1M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2024.