Nuveen ESG Large-Cap Growth ETF
NULG
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.
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: 3 → 4 (+1)
8% more capital invested
Capital invested by funds: $936M → $1.01B (+$75.9M)
7% more funds holding
Funds holding: 187 → 201 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Clarity Asset Management
Ames,
Iowa
|
+$13.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.76M |
| 3 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$8.01M |
| 4 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$2.19M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$22.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$21.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.15M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$2.78M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
201
Horizon Investments
Charlotte,
North Carolina
| $229 | – | – | – |
|
|
202
Citadel Advisors
Miami,
Florida
| – | -$2.19M | -31,573 | Closed |
|
203
Goldman Sachs
New York
| – | -$1.31M | -18,864 | Closed |
|
|
GG
204
GenWealth Group
Maplewood,
New Jersey
| – | -$719K | -10,353 | Closed |
|
|
BCI
205
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$203K | -2,958 | Closed |
|
|
OPS
206
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$203K | -2,958 | Closed |
|
|
AC
207
AlphaCore Capital
La Jolla,
California
| – | -$192K | -2,761 | Closed |
|
|
FWM
208
Focused Wealth Management
Newburgh,
New York
| – | -$114K | -1,634 | Closed |
|
209
Citigroup
New York
| – | -$22.5K | -324 | Closed |
|
|
ASN
210
Advisory Services Network
Atlanta,
Georgia
| – | -$16K | -231 | Closed |
|
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.