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Nuveen ESG Large-Cap Growth ETF

222 hedge funds and large institutions have $1.09B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

10% more funds holding

Funds holding: 201222 (+21)

8% more capital invested

Capital invested by funds: $1.01B → $1.09B (+$79.9M)

1.08% less ownership

Funds ownership: 74.96%73.88% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 83

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
69
Reduced
83
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
126
Fountainhead AM
New Jersey
$422K -$29.4K -385 -7%
TI
127
Tidal Investments
Wisconsin
$419K +$118K +1,548 +43%
DADC
128
D.A. Davidson & Co
Montana
$415K
EWA
129
Emergent Wealth Advisors
New York
$412K +$108K +1,414 +39%
LA
130
LexAurum Advisors
Kansas
$403K +$22.2K +290 +6%
CMS
131
Capital Market Strategies
Florida
$386K -$45K -589 -11%
PSCM
132
Per Stirling Capital Management
Texas
$370K +$2.6K +34 +0.8%
RIG
133
Ramiah Investment Group
Wisconsin
$366K +$84.2K +1,102 +32%
CW
134
CIC Wealth
Maryland
$365K
Mirae Asset Global Investments
135
Mirae Asset Global Investments
South Korea
$359K +$336K +4,400 New
ML
136
McAdam LLC
Pennsylvania
$354K +$14.1K +185 +4%
KLI
137
Kelman-Lazarov Inc
Tennessee
$353K -$28.8K -377 -8%
PWP
138
Principle Wealth Partners
Connecticut
$348K
FFN
139
Focus Financial Network
Minnesota
$337K -$15.7K -206 -5%
AAS
140
Avantax Advisory Services
Texas
$336K -$4.51K -59 -1%
AF
141
Allworth Financial
California
$333K -$49.4K -646 -13%
AFTS
142
American Financial & Tax Strategies
New York
$332K
LSPW
143
Lake Street Private Wealth
Illinois
$327K
RVPG
144
Relative Value Partners Group
$327K +$308K +4,026 New
SPIA
145
Steward Partners Investment Advisory
New York
$313K +$65.7K +860 +29%
FLA
146
Financial Life Advisors
Texas
$313K
TC
147
Trust Company
Kansas
$313K -$13.8K -181 -4%
HI
148
Harbour Investments
Wisconsin
$304K -$3.75K -49 -1%
AAS
149
Ameritas Advisory Services
Nebraska
$304K +$286K +3,741 New
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$300K

NULG Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2024, worth a combined $1.09B — up 7.9% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NULG positions and 9 closed out — a net gain of 25 holders — while 69 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $4.18M.

  • 222 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2024, up from 201 in Q1 2024.
  • Funds reported $1.09B of Nuveen ESG Large-Cap Growth ETF stock for Q2 2024, up 7.9% quarter-over-quarter.
  • 34 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2024 and 9 closed out, a net change of +25 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.6M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2024 was Bank of America, an estimated $4.18M sold.

Based on aggregated 13F filings for Q2 2024.