We are live on ! Find out more
NULG icon

Nuveen ESG Large-Cap Growth ETF

249 hedge funds and large institutions have $1.17B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

13% more funds holding

Funds holding: 221249 (+28)

2.42% more ownership

Funds ownership: 74.73%77.15% (+2.4%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$43M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
67
Reduced
89
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
151
Kelman-Lazarov Inc
Tennessee
$373K
LWA
152
Lifelong Wealth Advisors
Minnesota
$372K +$375K +4,334 New
CMS
153
Capital Market Strategies
Florida
$371K -$8.13K -94 -2%
RIG
154
Ramiah Investment Group
Wisconsin
$369K -$17.9K -207 -5%
PWP
155
Principle Wealth Partners
Connecticut
$369K +$173 +2 +0%
EPP
156
ETF Portfolio Partners
Kansas
$366K +$368K +4,258 New
First Trust Advisors
157
First Trust Advisors
Illinois
$358K +$361K +4,171 New
FTWA
158
Fifth Third Wealth Advisors
Ohio
$353K
GSWM
159
Golden State Wealth Management
California
$351K +$354K +4,092 New
CWD
160
Clarity Wealth Development
Oregon
$347K +$343K +3,968 New
ECA
161
Elevation Capital Advisory
Oregon
$346K +$348K +4,028 New
AFTS
162
American Financial & Tax Strategies
New York
$338K -$13.8K -159 -4%
TC
163
Trust Company
Kansas
$336K -$13.4K -155 -4%
LFA
164
Legacy Financial Advisors
Kentucky
$327K
SFC
165
Strategic Financial Concepts
Texas
$327K +$330K +3,810 New
FLA
166
Financial Life Advisors
Texas
$317K -$14.4K -166 -4%
MGWA
167
Monument Group Wealth Advisors
Massachusetts
$315K
SWM
168
SeaCrest Wealth Management
New York
$314K
CCFM
169
Clear Creek Financial Management
Washington
$313K +$432 +5 +0.1%
SGWM
170
Sterling Group Wealth Management
California
$311K -$32.3K -373 -9%
CPG
171
Cornerstone Planning Group
New Jersey
$311K +$519 +6 +0.2%
NI
172
Natural Investments
California
$302K +$305K +3,526 New
IWC
173
Integrated Wealth Concepts
Massachusetts
$294K +$77.8K +900 +36%
FPAS
174
Focus Partners Advisor Solutions
Missouri
$289K
HWM
175
HB Wealth Management
Georgia
$284K -$4.93K -57 -2%

NULG Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2024, worth a combined $1.17B — up 3.8% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NULG positions and 15 closed out — a net gain of 33 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $4.15M. The largest seller was Bank of America, cutting an estimated $13.9M.

  • 249 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2024, up from 221 in Q3 2024.
  • Funds reported $1.17B of Nuveen ESG Large-Cap Growth ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 48 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2024 and 15 closed out, a net change of +33 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2024 was Win Advisors, an estimated $4.15M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2024 was Bank of America, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.