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Nuveen ESG Large-Cap Growth ETF

221 hedge funds and large institutions have $1.13B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

4% more capital invested

Capital invested by funds: $1.09B → $1.13B (+$38.8M)

0.84% more ownership

Funds ownership: 73.88%74.73% (+0.84%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 222221 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
221
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
88
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Aprio Wealth Management
Georgia
$450K +$1.76K +22 +0.4%
WIA
127
World Investment Advisors
California
$447K +$434K +5,412 New
FA
128
Fountainhead AM
New Jersey
$434K +$4.41K +55 +1%
EWA
129
Emergent Wealth Advisors
New York
$419K
PFBT
130
Parkside Financial Bank & Trust
Missouri
$404K -$96.3K -1,201 -20%
WLIM
131
White Lighthouse Investment Management
Massachusetts
$402K -$144K -1,802 -27%
PWM
132
Paulson Wealth Management
Illinois
$392K +$148K +1,841 +63%
ML
133
McAdam LLC
Pennsylvania
$390K +$28.8K +359 +8%
PSCM
134
Per Stirling Capital Management
Texas
$384K +$6.97K +87 +2%
RIG
135
Ramiah Investment Group
Wisconsin
$372K -$160 -2 -0%
CW
136
CIC Wealth
Maryland
$372K
CMS
137
Capital Market Strategies
Florida
$365K -$27.3K -340 -7%
AAS
138
Avantax Advisory Services
Texas
$363K +$20.3K +253 +6%
KLI
139
Kelman-Lazarov Inc
Tennessee
$359K
AF
140
Allworth Financial
California
$359K +$15K +187 +5%
PWP
141
Principle Wealth Partners
Connecticut
$355K
FTDI
142
First Trust Direct Indexing
Massachusetts
$345K +$334K +4,171 New
FTWA
143
Fifth Third Wealth Advisors
Ohio
$340K +$330K +4,112 New
AFTS
144
American Financial & Tax Strategies
New York
$338K
SPIA
145
Steward Partners Investment Advisory
New York
$338K +$17.9K +223 +6%
TC
146
Trust Company
Kansas
$336K +$16.5K +206 +5%
SGWM
147
Sterling Group Wealth Management
California
$330K +$320K +3,991 New
FLA
148
Financial Life Advisors
Texas
$319K
LFA
149
Legacy Financial Advisors
Kentucky
$315K +$56.3K +702 +23%
FFN
150
Focus Financial Network
Minnesota
$308K -$33.2K -414 -10%

NULG Hedge Fund Activity: Q3 2024 in Review

221 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2024, worth a combined $1.13B — up 3.6% from $1.09B a quarter earlier.

Fund positioning in NULG was balanced in Q3 2024: 18 funds opened new positions, 18 closed out, 88 added to existing stakes and 68 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $16.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $5.23M sold.

  • 221 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2024, down from 222 in Q2 2024.
  • Funds reported $1.13B of Nuveen ESG Large-Cap Growth ETF stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2024 and 18 closed out, a net change of 0 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2024 was TIAA Trust, National Association, an estimated $16.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2024.