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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
D
176
Diversified
Delaware
$221K
OAM
177
Occidental Asset Management
California
$220K +$1.83K +24 +0.9%
UWM
178
USAdvisors Wealth Management
Minnesota
$218K +$206K +2,689 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$216K +$49.6K +649 +32%
TRCT
180
Tower Research Capital (TRC)
New York
$215K -$345K -4,512 -63%
EC
181
Estate Counselors
Wisconsin
$213K +$200K +2,620 New
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$212K +$200K +2,612 New
SL
183
SFM LLC
New Hampshire
$209K +$197K +2,577 New
IWC
184
Integrated Wealth Concepts
Massachusetts
$209K +$197K +2,571 New
BFA
185
Beacon Financial Advisory
Ohio
$203K -$63.5K -830 -25%
CCM
186
Canal Capital Management
Virginia
$201K +$189K +2,473 New
CWP
187
Concord Wealth Partners
Virginia
$172K
CA
188
CoreCap Advisors
Michigan
$146K -$1.3K -17 -0.9%
PS
189
Principal Securities
Iowa
$135K +$13.1K +172 +12%
JP Morgan Chase
190
JP Morgan Chase
New York
$128K +$73K +955 +154%
MCM
191
MidAtlantic Capital Management
Virginia
$113K -$72.3K -946 -40%
CFD
192
Creative Financial Designs
Indiana
$113K -$994 -13 -0.9%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$88K +$18.6K +243 +29%
WT
194
Whittier Trust
California
$83K
CTWM
195
Cherry Tree Wealth Management
Minnesota
$77.2K
CAS
196
Coppell Advisory Solutions
Texas
$76.7K +$72.2K +945 New
AIM
197
Anchor Investment Management
South Carolina
$75K +$70.6K +924 New
LOIP
198
Live Oak Investment Partners
Texas
$63K
CTA
199
Colonial Trust Advisors
South Carolina
$48.7K
ME
200
McIlrath & Eck
Washington
$48.7K -$2.98K -39 -6%

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.