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Nuveen ESG Large-Cap Growth ETF

237 hedge funds and large institutions have $1.06B invested in Nuveen ESG Large-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 101 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% less ownership

Funds ownership: 77.15%76.78% (-0.36%)

5% less funds holding

Funds holding: 249237 (-12)

10% less capital invested

Capital invested by funds: $1.17B → $1.06B (-$112M)

20% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 101

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $104K

Holders
237
Holders Change
-12
Holders Change %
-4.82%
% of All Funds
3.18%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
20
Increased
81
Reduced
101
Closed
29
Calls
Puts
$104K
Net Calls
-$104K
Net Calls Change
-$104K
Name Holding Trade Value Shares
Change
Change in
Stake
DI
126
DDFG Inc
California
$472K +$83.1K +979 +19%
AWM
127
Apollon Wealth Management
South Carolina
$470K +$68.7K +810 +16%
FTWA
128
Fifth Third Wealth Advisors
Ohio
$455K +$144K +1,701 +41%
AWM
129
Aprio Wealth Management
Georgia
$455K +$29.5K +348 +6%
MF
130
Montis Financial
Massachusetts
$453K -$24.7K -291 -5%
ML
131
McAdam LLC
Pennsylvania
$453K +$64.6K +761 +15%
ISFAN
132
Investor's Fiduciary Advisor Network
Washington
$446K
WLIM
133
White Lighthouse Investment Management
Massachusetts
$443K +$90.5K +1,067 +23%
RW
134
Rede Wealth
Virginia
$437K -$35.5K -418 -7%
RFA
135
RTD Financial Advisors
Pennsylvania
$411K -$9.84K -116 -2%
DADC
136
D.A. Davidson & Co
Montana
$402K -$46.6K -549 -10%
PWM
137
Paulson Wealth Management
Illinois
$401K +$21.3K +251 +5%
EWM
138
Empirical Wealth Management
Washington
$400K -$14.9K -176 -3%
HWM
139
HB Wealth Management
Georgia
$398K +$151K +1,776 +54%
PFBT
140
Parkside Financial Bank & Trust
Missouri
$397K +$14.8K +174 +4%
EWA
141
Emergent Wealth Advisors
New York
$380K -$18.2K -215 -4%
WA
142
Win Advisors
Florida
$370K -$3.67M -43,311 -90%
GSWM
143
Golden State Wealth Management
California
$360K +$42.8K +505 +12%
SPIA
144
Steward Partners Investment Advisory
New York
$359K -$3.9K -46 -1%
EPP
145
ETF Portfolio Partners
Kansas
$355K +$23.9K +282 +7%
PWP
146
Principle Wealth Partners
Connecticut
$351K +$16.3K +192 +4%
AF
147
Allworth Financial
California
$349K -$5.34K -63 -1%
WWM
148
Western Wealth Management
Colorado
$346K +$168K +1,976 +81%
CWD
149
Clarity Wealth Development
Oregon
$340K +$21.1K +249 +6%
PSCM
150
Per Stirling Capital Management
Texas
$332K -$11.2K -132 -3%

NULG Hedge Fund Activity: Q1 2025 in Review

237 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2025, worth a combined $1.06B — down 9.6% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of NULG and 20 opened new positions — a net loss of 9 holders — while 101 trimmed existing stakes and 81 added.

The largest buyer was Bank of America, adding an estimated $35.5M. The largest seller was Refined Wealth Management, cutting an estimated $17.5M.

  • 237 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2025, down from 249 in Q4 2024.
  • Funds reported $1.06B of Nuveen ESG Large-Cap Growth ETF stock for Q1 2025, down 9.6% quarter-over-quarter.
  • 20 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2025 and 29 closed out, a net change of -9 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2025 was Bank of America, an estimated $35.5M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2025 was Refined Wealth Management, an estimated $17.5M sold.

Based on aggregated 13F filings for Q1 2025.