We are live on ! Find out more
NULG icon

Nuveen ESG Large-Cap Growth ETF

21 hedge funds and large institutions have $41.5M invested in Nuveen ESG Large-Cap Growth ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 2

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

5% more funds holding

Funds holding: 2021 (+1)

6.96% less ownership

Funds ownership: 81.99%75.03% (-7%)

18% less capital invested

Capital invested by funds: $50.5M → $41.5M (-$8.96M)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
1
Nuveen
North Carolina
$33.7M
LPL Financial
2
LPL Financial
California
$1.67M +$880K +26,211 +89%
UBS Group
3
UBS Group
Switzerland
$1.01M +$299K +8,920 +36%
Bank of America
4
Bank of America
North Carolina
$811K +$83.3K +2,483 +10%
TRCT
5
Tower Research Capital (TRC)
New York
$684K -$544K -16,211 -42%
HighTower Advisors
6
HighTower Advisors
Illinois
$603K +$94.3K +2,810 +16%
AGA
7
Arkos Global Advisors
Texas
$573K +$639K +19,051 New
FAAS
8
First Allied Advisory Services
California
$568K -$55K -1,638 -8%
Jane Street
9
Jane Street
New York
$536K +$99K +2,950 +20%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$314K +$143K +4,250 +69%
RMCM
11
Reynders McVeigh Capital Management
Massachusetts
$240K +$268K +7,980 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$179K
Wells Fargo
13
Wells Fargo
California
$177K +$197K +5,880 New
APA
14
American Portfolios Advisors
New York
$169K +$80.7K +2,405 +75%
SFSG
15
Stearns Financial Services Group
North Carolina
$87K +$97.2K +2,896 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$78K +$71.8K +2,138 +485%
FANJ
17
Financial Architects (New Jersey)
New Jersey
$31K +$22.7K +677 +197%
LFG
18
LifePlan Financial Group
Ohio
$30K +$33.9K +1,010 New
CI
19
CX Institutional
Indiana
$29K
AG
20
Advisor Group
Arizona
$17K
UB
21
UMB Bank
Missouri
$226
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$1.05M -28,257 Closed
BFA
23
Beaumont Financial Advisors
Massachusetts
-$243K -6,510 Closed
SWP
24
Stratos Wealth Partners
Ohio
-$33K -880 Closed

NULG Hedge Fund Activity: Q4 2018 in Review

21 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2018, worth a combined $41.5M — down 18% from $50.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NULG positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $880K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.05M sold.

  • 21 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2018, up from 20 in Q3 2018.
  • Funds reported $41.5M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2018, down 18% quarter-over-quarter.
  • 5 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2018 and 3 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2018 was LPL Financial, an estimated $880K added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2018 was Susquehanna International Group, an estimated $1.05M sold.

Based on aggregated 13F filings for Q4 2018.