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Nuveen ESG Large-Cap Growth ETF

201 hedge funds and large institutions have $1.01B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $936M → $1.01B (+$75.9M)

7% more funds holding

Funds holding: 187201 (+14)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

2.89% less ownership

Funds ownership: 77.85%74.96% (-2.9%)

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
74
Reduced
72
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
176
ICA Group Wealth Management
Colorado
$87K -$8.92K -123 -10%
WT
177
Whittier Trust
California
$78K
CTWM
178
Cherry Tree Wealth Management
Minnesota
$72.5K
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$64K +$61.1K +843 New
ME
180
McIlrath & Eck
Washington
$48.7K -$10.2K -140 -18%
JP Morgan Chase
181
JP Morgan Chase
New York
$47.2K -$1.38M -19,018 -97%
CTA
182
Colonial Trust Advisors
South Carolina
$45.8K
DFA
183
DHJJ Financial Advisors
Illinois
$44.2K
WIM
184
Westside Investment Management
California
$43.9K
VAG
185
VisionPoint Advisory Group
Texas
$43.6K -$943 -13 -2%
MIA
186
Milestone Investment Advisors
Wisconsin
$42.2K
DI
187
DAGCO Inc
Ohio
$38.3K +$36.4K +502 New
AIC
188
Archer Investment Corporation
Indiana
$35.8K
GWM
189
Geneos Wealth Management
Colorado
$29.4K -$1.96K -27 -7%
EWA
190
EverSource Wealth Advisors
Alabama
$29K
OCM
191
Orion Capital Management
California
$23K +$21.8K +301 New
Comerica Bank
192
Comerica Bank
Texas
$14.3K +$4.21K +58 +45%
SAM
193
Smartleaf Asset Management
Massachusetts
$6.65K
BCWM
194
Bartlett & Co Wealth Management
Ohio
$4.5K
HWP
195
Highline Wealth Partners
California
$4.35K
CA
196
Continuum Advisory
Idaho
$3.25K +$3.12K +43 New
IA
197
IFP Advisors
Florida
$2.98K
GWSG
198
GPS Wealth Strategies Group
Colorado
$1.91K
MIM
199
Macroview Investment Management
Maryland
$1.12K
CJ
200
Caitlin John
Michigan
$306

NULG Hedge Fund Activity: Q1 2024 in Review

201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2024, worth a combined $1.01B — up 8.1% from $936M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NULG positions and 9 closed out — a net gain of 19 holders — while 74 added to existing stakes and 72 trimmed.

The largest buyer was Clarity Asset Management, opening a new position worth an estimated $13.1M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.

  • 201 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2024, up from 187 in Q4 2023.
  • Funds reported $1.01B of Nuveen ESG Large-Cap Growth ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 28 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +19 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2024 was Clarity Asset Management, an estimated $13.1M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2024.