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Nuveen ESG Large-Cap Growth ETF

177 hedge funds and large institutions have $817M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 55

9% more funds holding

Funds holding: 162177 (+15)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $858M → $817M (-$40.3M)

1.08% less ownership

Funds ownership: 78.06%76.98% (-1.1%)

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
65
Reduced
55
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
151
Qube Research & Technologies (QRT)
United Kingdom
$136K +$142K +2,267 New
CWP
152
Concord Wealth Partners
Virginia
$127K
TRCT
153
Tower Research Capital (TRC)
New York
$126K +$113K +1,800 +590%
IA
154
IFP Advisors
Florida
$96.3K -$37.6K -602 -27%
FWM
155
Focused Wealth Management
New York
$95.1K
CFD
156
Creative Financial Designs
Indiana
$75.2K -$17.5K -280 -18%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$67.3K +$24.2K +387 +53%
MIA
158
Milestone Investment Advisors
Wisconsin
$63.1K
WT
159
Whittier Trust
California
$61.3K
CTWM
160
Cherry Tree Wealth Management
Minnesota
$57K -$14.6K -234 -20%
ME
161
McIlrath & Eck
Washington
$48.3K -$72.5K -1,160 -59%
LOIP
162
Live Oak Investment Partners
Texas
$46.5K
CTA
163
Colonial Trust Advisors
South Carolina
$36K
DFA
164
DHJJ Financial Advisors
Illinois
$34.8K +$36.3K +580 New
WIM
165
Westside Investment Management
California
$34.5K
AIC
166
Archer Investment Corporation
Indiana
$28.1K
GWM
167
Geneos Wealth Management
Colorado
$24.7K
EWA
168
EverSource Wealth Advisors
Alabama
$23.7K
Citigroup
169
Citigroup
New York
$19.4K
JP Morgan Chase
170
JP Morgan Chase
New York
$14.9K -$1.94K -31 -11%
Comerica Bank
171
Comerica Bank
Texas
$7.8K +$8.13K +130 New
PWMG
172
Provence Wealth Management Group
California
$7.44K +$7.75K +124 New
PCM
173
Penserra Capital Management
California
$7K -$12.9K -207 -64%
BC
174
Bartlett & Co
Ohio
$4K
BCWM
175
Bartlett & Co Wealth Management
Ohio
$3.54K

NULG Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2023, worth a combined $817M — down 4.7% from $858M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NULG positions and 8 closed out — a net gain of 18 holders — while 65 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.64M. The largest seller was Bank of America, cutting an estimated $24M.

  • 177 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $817M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 26 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2023 and 8 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2023 was Ameriprise, an estimated $6.64M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2023 was Bank of America, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2023.