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Nuveen ESG Large-Cap Growth ETF

221 hedge funds and large institutions have $1.13B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

4% more capital invested

Capital invested by funds: $1.09B → $1.13B (+$38.8M)

0.84% more ownership

Funds ownership: 73.88%74.73% (+0.84%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 222221 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
221
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
88
Reduced
68
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
201
Anchor Investment Management
South Carolina
$54.5K -$21.2K -265 -29%
WTC
202
WhitTier Trust Company
Nevada
$52.5K +$9.62K +120 +23%
CTA
203
Colonial Trust Advisors
South Carolina
$49.6K
DFA
204
DHJJ Financial Advisors
Illinois
$47.9K
MIA
205
Milestone Investment Advisors
Wisconsin
$44K
DI
206
DAGCO Inc
Ohio
$40.2K -$240 -3 -0.6%
AIC
207
Archer Investment Corporation
Indiana
$38.8K
HNB
208
Huntington National Bank
Ohio
$35.7K
CFO
209
CVA Family Office
Colorado
$35.5K
GWM
210
Geneos Wealth Management
Colorado
$31.8K
WIM
211
Westside Investment Management
California
$21.9K -$2.81K -35 -12%
IRC
212
Investors Research Corp
Georgia
$20.7K +$19.1K +238 +1,983%
EWP
213
Elevation Wealth Partners
California
$10.3K +$10K +125 New
EWA
214
EverSource Wealth Advisors
Alabama
$8.18K -$23.8K -297 -75%
SAM
215
Smartleaf Asset Management
Massachusetts
$7.18K
BWP
216
Baldwin Wealth Partners
Massachusetts
$6.36K +$6.17K +77 New
BCWM
217
Bartlett & Co Wealth Management
Ohio
$4.88K
CA
218
Continuum Advisory
Idaho
$3.37K -$401 -5 -12%
NCM
219
Northwest Capital Management
Oregon
$2.56K
GWSG
220
GPS Wealth Strategies Group
Colorado
$2.07K
MIM
221
Macroview Investment Management
Maryland
$1.21K
CJ
222
Caitlin John
Michigan
$358
HI
223
Horizon Investments
North Carolina
$248
AWM
224
AE Wealth Management
Kansas
-$5.23M -64,418 Closed
LAS
225
Lloyd Advisory Services
Georgia
-$1.87M -23,013 Closed

NULG Hedge Fund Activity: Q3 2024 in Review

221 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2024, worth a combined $1.13B — up 3.6% from $1.09B a quarter earlier.

Fund positioning in NULG was balanced in Q3 2024: 18 funds opened new positions, 18 closed out, 88 added to existing stakes and 68 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $16.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $5.23M sold.

  • 221 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2024, down from 222 in Q2 2024.
  • Funds reported $1.13B of Nuveen ESG Large-Cap Growth ETF stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2024 and 18 closed out, a net change of 0 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2024 was TIAA Trust, National Association, an estimated $16.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2024.