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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
JP Morgan Chase
176
JP Morgan Chase
New York
$284K +$141K +1,628 +97%
HI
177
Harbour Investments
Wisconsin
$275K +$8.22K +95 +3%
CWM
178
Chicago Wealth Management
Illinois
$275K
BFA
179
Beaumont Financial Advisors
Massachusetts
$266K
VCP
180
Verus Capital Partners
Arizona
$266K -$3.55K -41 -1%
RFA
181
Rollins Financial Advisors
New York
$266K
CRFG
182
Columbia River Financial Group
Washington
$265K +$267K +3,088 New
MCM
183
MAI Capital Management
Ohio
$259K -$3.63K -42 -1%
FFN
184
Focus Financial Network
Minnesota
$259K -$61.6K -712 -19%
VA
185
Valmark Advisers
Ohio
$257K
WFM
186
Wolff Financial Management
Michigan
$252K +$346 +4 +0.1%
OFS
187
OneAscent Financial Services
Alabama
$246K +$247K +2,860 New
ACA
188
Aspire Capital Advisors
Washington
$244K +$346 +4 +0.1%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$238K +$166K +1,922 +227%
OAM
190
Occidental Asset Management
California
$234K
PI
191
PFG Investments
New York
$233K +$10.6K +123 +5%
BCI
192
Brinker Capital Investments
Pennsylvania
$232K +$234K +2,703 New
OPS
193
Orion Portfolio Solutions
Nebraska
$232K +$234K +2,703 New
FZCM
194
Flynn Zito Capital Management
New York
$230K -$2.94K -34 -1%
UWM
195
USAdvisors Wealth Management
Minnesota
$226K -$7.35K -85 -3%
DE
196
Diversified Enterprises
Delaware
$226K -$8.04K -93 -3%
EC
197
Estate Counselors
Wisconsin
$225K
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$224K
DAS
199
Dynamic Advisor Solutions
Arizona
$222K -$58.2K -673 -21%
SL
200
SFM LLC
New Hampshire
$221K

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.