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Nuveen ESG Large-Cap Growth ETF

162 hedge funds and large institutions have $858M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

15% more capital invested

Capital invested by funds: $746M → $858M (+$111M)

10% more funds holding

Funds holding: 147162 (+15)

2.16% less ownership

Funds ownership: 80.22%78.06% (-2.2%)

Holders
162
Holders Change
+15
Holders Change %
+10.2%
% of All Funds
2.54%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
62
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
151
Archer Investment Corporation
Indiana
$29.2K +$26.8K +469 New
GWM
152
Geneos Wealth Management
Colorado
$25.6K
EWA
153
EverSource Wealth Advisors
Alabama
$24.6K
Citigroup
154
Citigroup
New York
$20.2K
PCM
155
Penserra Capital Management
California
$20K +$18.5K +324 New
TRCT
156
Tower Research Capital (TRC)
New York
$19K -$25K -437 -59%
JP Morgan Chase
157
JP Morgan Chase
New York
$17.4K -$10.5K -183 -40%
CAS
158
Coppell Advisory Solutions
Texas
$12K +$11.2K +196 New
GRP
159
Global Retirement Partners
California
$9.39K +$629 +11 +8%
BC
160
Bartlett & Co
Ohio
$4K +$3.37K +59 New
BCWM
161
Bartlett & Co Wealth Management
Ohio
$3.67K +$3.37K +59 New
GWSG
162
GPS Wealth Strategies Group
Colorado
$1.55K +$1.43K +25 New
MIM
163
Macroview Investment Management
Maryland
$908
ICMP
164
Integrated Capital Management (Pennsylvania)
Pennsylvania
-$4.83M -117,096 Closed
SPC
165
Sigma Planning Corp
Michigan
-$810K -14,533 Closed
DL
166
DOHJ LLC
Washington
-$461K -8,262 Closed
CAM
167
Cresset Asset Management
Illinois
-$440K -7,894 Closed
AGA
168
Arkos Global Advisors
Texas
-$292K -5,241 Closed
Creative Planning
169
Creative Planning
Kansas
-$203K -3,643 Closed
ASN
170
Advisory Services Network
Georgia
-$66.7K -1,196 Closed
AAS
171
Ameritas Advisory Services
Nebraska
-$7.69K -140 Closed
FA
172
Financial Avengers
California
-$1.17K -21 Closed

NULG Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2023, worth a combined $858M — up 15% from $746M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NULG positions and 9 closed out — a net gain of 16 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.7M. The largest seller was TIAA FSB, cutting an estimated $10.3M.

  • 162 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2023, up from 147 in Q1 2023.
  • Funds reported $858M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2023, up 15% quarter-over-quarter.
  • 25 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2023 and 9 closed out, a net change of +16 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $5.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2023 was TIAA FSB, an estimated $10.3M sold.

Based on aggregated 13F filings for Q2 2023.