We are live on ! Find out more
NULG icon

Nuveen ESG Large-Cap Growth ETF

48 hedge funds and large institutions have $97.4M invested in Nuveen ESG Large-Cap Growth ETF in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more capital invested

Capital invested by funds: $53.4M → $97.4M (+$44M)

26% more funds holding

Funds holding: 3848 (+10)

11.16% more ownership

Funds ownership: 63.16%74.32% (+11%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
26
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$36.6M +$22.8M +575,101 +187%
BFG
2
Barber Financial Group
Kansas
$15.5M -$2.66M -67,077 -15%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.97M
LPL Financial
4
LPL Financial
California
$4.24M +$592K +14,902 +17%
Bank of America
5
Bank of America
North Carolina
$3.85M +$1.4M +35,259 +61%
UBS Group
6
UBS Group
Switzerland
$3.76M +$453K +11,411 +14%
NCM
7
Niemann Capital Management
Nevada
$3.17M +$3.04M +76,461 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.6M +$2.17M +54,519 +666%
SA
9
Stewardship Advisors
Pennsylvania
$2.17M +$2.07M +52,239 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.82M +$374K +9,429 +27%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.53M +$662K +16,674 +82%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.44M +$944K +23,761 +214%
Jane Street
13
Jane Street
New York
$1.43M +$864K +21,764 +172%
APP
14
Avantax Planning Partners
Iowa
$1.36M +$31.7K +798 +2%
WCFA
15
Walkner Condon Financial Advisors
Wisconsin
$1.28M +$1.23M +30,870 New
UB
16
UMB Bank
Missouri
$996K -$21.3K -536 -2%
FAAS
17
First Allied Advisory Services
California
$982K +$5.72K +144 +0.6%
AGA
18
Arkos Global Advisors
Texas
$875K +$16.8K +423 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$842K +$6.08K +153 +0.8%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$735K +$191K +4,812 +37%
SFSG
21
Stearns Financial Services Group
North Carolina
$734K
Wells Fargo
22
Wells Fargo
California
$672K +$97.8K +2,462 +18%
SPC
23
Sigma Planning Corp
Michigan
$634K +$39.8K +1,003 +7%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$564K +$191K +4,811 +54%
SFS
25
Sowell Financial Services
Arkansas
$491K +$208K +5,231 +79%

NULG Hedge Fund Activity: Q4 2019 in Review

48 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2019, worth a combined $97.4M — up 82% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NULG positions and 0 closed out — a net gain of 10 holders — while 26 added to existing stakes and 6 trimmed.

The largest buyer was TIAA FSB, adding an estimated $22.8M. The largest seller was Barber Financial Group, cutting an estimated $2.66M.

  • 48 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2019, up from 38 in Q3 2019.
  • Funds reported $97.4M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2019, up 82% quarter-over-quarter.
  • 10 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2019 and 0 closed out, a net change of +10 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2019 was TIAA FSB, an estimated $22.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2019 was Barber Financial Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q4 2019.