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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
MGWA
151
Monument Group Wealth Advisors
Massachusetts
$298K
SWM
152
SeaCrest Wealth Management
New York
$296K +$279K +3,653 New
BFPW
153
BOK Financial Private Wealth
Colorado
$296K -$199K -2,598 -42%
CCFM
154
Clear Creek Financial Management
Washington
$295K -$64.1K -839 -19%
DAS
155
Dynamic Advisor Solutions
Arizona
$285K -$35.9K -469 -12%
AFG
156
Atomi Financial Group
New York
$276K +$260K +3,401 New
FPAS
157
Focus Partners Advisor Solutions
Missouri
$274K -$4.28K -56 -2%
RCS
158
Retirement Capital Strategies
California
$273K -$2.05M -26,777 -89%
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$265K -$5.89K -77 -2%
CPG
160
Cornerstone Planning Group
New Jersey
$265K
OFS
161
OneAscent Financial Services
Alabama
$264K -$5.5K -72 -2%
CWM
162
Chicago Wealth Management
Illinois
$256K
LFA
163
Legacy Financial Advisors
Kentucky
$252K +$238K +3,110 New
VCP
164
Verus Capital Partners
Arizona
$252K -$1.68K -22 -0.7%
BFA
165
Beaumont Financial Advisors
Massachusetts
$252K
RFA
166
Rollins Financial Advisors
New York
$251K
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
$247K +$115K +1,508 +98%
MCM
168
MAI Capital Management
Ohio
$247K +$232K +3,037 New
ECA
169
Elevation Capital Advisory
Oregon
$245K +$230K +3,014 New
PI
170
PFG Investments
New York
$244K +$21.4K +280 +10%
VA
171
Valmark Advisers
Ohio
$239K
PWM
172
Paulson Wealth Management
Illinois
$236K +$15.9K +208 +8%
Goldman Sachs
173
Goldman Sachs
New York
$234K +$220K +2,878 New
ACA
174
Aspire Capital Advisors
Washington
$230K +$217K +2,839 New
SFC
175
Strategic Financial Concepts
Texas
$230K +$217K +2,834 New

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.