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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
CPG
151
Cornerstone Planning Group
New Jersey
$305K -$80 -1 -0%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$305K
MGWA
153
Monument Group Wealth Advisors
Massachusetts
$303K
SWM
154
SeaCrest Wealth Management
New York
$302K
CCFM
155
Clear Creek Financial Management
Washington
$300K
Fidelity Investments
156
Fidelity Investments
Massachusetts
$284K +$62.1K +775 +29%
FPAS
157
Focus Partners Advisor Solutions
Missouri
$278K
HWM
158
HB Wealth Management
Georgia
$278K +$270K +3,369 New
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$278K +$8.02K +100 +3%
SPC
160
Sigma Planning Corp
Michigan
$277K -$248K -3,096 -48%
DAS
161
Dynamic Advisor Solutions
Arizona
$269K -$19.9K -248 -7%
CWM
162
Chicago Wealth Management
Illinois
$264K +$4.09K +51 +2%
VCP
163
Verus Capital Partners
Arizona
$259K +$2.33K +29 +0.9%
HI
164
Harbour Investments
Wisconsin
$257K -$50.8K -634 -17%
BFA
165
Beaumont Financial Advisors
Massachusetts
$256K
RFA
166
Rollins Financial Advisors
New York
$256K
MCM
167
MAI Capital Management
Ohio
$253K +$2.08K +26 +0.9%
VA
168
Valmark Advisers
Ohio
$248K +$4.41K +55 +2%
WFM
169
Wolff Financial Management
Michigan
$242K +$235K +2,932 New
ACA
170
Aspire Capital Advisors
Washington
$235K
OAM
171
Occidental Asset Management
California
$225K +$1.12K +14 +0.5%
D
172
Diversified
Delaware
$225K
DE
173
Diversified Enterprises
Delaware
$225K +$218K +2,723 New
FZCM
174
Flynn Zito Capital Management
New York
$225K +$218K +2,719 New
UWM
175
USAdvisors Wealth Management
Minnesota
$224K +$3.05K +38 +1%

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.