Nuveen ESG Large-Cap Growth ETF
NULG
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.
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: 162 → 177 (+15)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.64M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$2.67M |
| 3 |
I
IMPACTfolio
Denver,
Colorado
|
+$2.43M |
| 4 |
Morgan Stanley
New York
|
+$2.24M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$24M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$12.2M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$2.79M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.96M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWP
176
Highline Wealth Partners
Sherman Oaks,
California
| $3.42K | +$3.56K | +57 | New |
|
|
GWSG
177
GPS Wealth Strategies Group
Centennial,
Colorado
| $1.5K | – | – | – |
|
|
MIM
178
Macroview Investment Management
Bethesda,
Maryland
| $875 | – | – | – |
|
|
179
Citadel Advisors
Miami,
Florida
| – | -$1.96M | -31,455 | Closed |
|
|
ACM
180
AlphaStar Capital Management
Cornelius,
North Carolina
| – | -$418K | -6,714 | Closed |
|
|
BFA
181
Beacon Financial Advisory
Cleveland,
Ohio
| – | -$206K | -3,315 | Closed |
|
|
RIA
182
Realta Investment Advisors
Wilmington,
Delaware
| – | -$167K | -2,692 | Closed |
|
|
IGWM
183
ICA Group Wealth Management
Denver,
Colorado
| – | -$89.4K | -1,437 | Closed |
|
|
VAG
184
VisionPoint Advisory Group
Dallas,
Texas
| – | -$41.2K | -662 | Closed |
|
185
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$35K | -570 | Closed |
|
|
CAS
186
Coppell Advisory Solutions
Coppell,
Texas
| – | -$12K | -196 | Closed |
|
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.