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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
PPW
201
Parcion Private Wealth
Washington
$217K +$219K +2,530 New
BFA
202
Beacon Financial Advisory
Ohio
$215K +$346 +4 +0.2%
CCM
203
Canal Capital Management
Virginia
$212K
WWM
204
Western Wealth Management
Colorado
$210K +$211K +2,444 New
Empower Advisory Group
205
Empower Advisory Group
Colorado
$204K +$206K +2,380 New
RF
206
RHS Financial
California
$202K +$204K +2,356 New
SFGP
207
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$201K +$202K +2,338 New
MIA
208
Milestone Investment Advisors
Wisconsin
$195K +$151K +1,743 +327%
CWP
209
Concord Wealth Partners
Virginia
$182K
TCOV
210
Trust Company of Vermont
Vermont
$168K +$169K +1,959 New
CA
211
CoreCap Advisors
Michigan
$165K -$6.14K -71 -4%
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
$160K -$26.6K -307 -14%
BFPW
213
BOK Financial Private Wealth
Colorado
$158K
PGAM
214
Princeton Global Asset Management
New Jersey
$154K +$155K +1,796 New
Comerica Bank
215
Comerica Bank
Texas
$136K
MCM
216
MidAtlantic Capital Management
Virginia
$120K
CIA
217
Cape Investment Advisory
Georgia
$115K -$15.1K -175 -12%
PS
218
Principal Securities
Iowa
$114K -$26.6K -307 -19%
CFD
219
Creative Financial Designs
Indiana
$103K
CAS
220
Coppell Advisory Solutions
Texas
$81.8K
CTWM
221
Cherry Tree Wealth Management
Minnesota
$81.6K
NB
222
NBT Bank
New York
$81.6K +$21.6K +250 +36%
AT
223
Avalon Trust
New Mexico
$73.7K +$74.2K +858 New
VAG
224
VisionPoint Advisory Group
Texas
$73.2K +$73.7K +852 New
LOIP
225
Live Oak Investment Partners
Texas
$66.6K

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.