We are live on ! Find out more
NULG icon

Nuveen ESG Large-Cap Growth ETF

55 hedge funds and large institutions have $116M invested in Nuveen ESG Large-Cap Growth ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

20% more capital invested

Capital invested by funds: $97.4M → $116M (+$19.1M)

15% more funds holding

Funds holding: 4855 (+7)

3.57% more ownership

Funds ownership: 74.32%77.89% (+3.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
55
Holders Change
+7
Holders Change %
+14.58%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
25
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$61.9M +$35.8M +874,097 +99%
BHWA
2
Beacon Harbor Wealth Advisors
Virginia
$6.66M +$7.74M +188,975 New
Bank of America
3
Bank of America
North Carolina
$5.5M +$2.59M +63,140 +68%
LPL Financial
4
LPL Financial
California
$5.38M +$2.06M +50,298 +49%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$5.25M
UBS Group
6
UBS Group
Switzerland
$3.29M +$101K +2,458 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.12M +$1.05M +25,732 +41%
SA
8
Stewardship Advisors
Pennsylvania
$2.65M +$944K +23,056 +44%
Wells Fargo
9
Wells Fargo
California
$2.39M +$2.11M +51,617 +319%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.12M +$946K +23,088 +63%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.4M -$176K -4,296 -10%
WCFA
12
Walkner Condon Financial Advisors
Wisconsin
$1.39M +$348K +8,509 +28%
Citadel Advisors
13
Citadel Advisors
Florida
$1.21M +$1.41M +34,378 New
APP
14
Avantax Planning Partners
Iowa
$1.11M -$62.2K -1,518 -5%
UB
15
UMB Bank
Missouri
$868K +$24.4K +595 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$857K +$161K +3,938 +19%
HGWM
17
Harvest Group Wealth Management
Massachusetts
$837K +$744K +18,158 +325%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$756K +$153K +3,731 +21%
FAAS
19
First Allied Advisory Services
California
$746K -$105K -2,553 -11%
AGA
20
Arkos Global Advisors
Texas
$735K -$9.83K -240 -1%
SFSG
21
Stearns Financial Services Group
North Carolina
$692K +$79.6K +1,943 +11%
Osaic Holdings
22
Osaic Holdings
Arizona
$661K +$768K +18,741 New
CFG
23
Cooper Financial Group
California
$635K +$737K +18,000 New
EH
24
Equitable Holdings
New York
$607K +$705K +17,215 New
SPC
25
Sigma Planning Corp
Michigan
$536K -$3.69K -90 -0.6%

NULG Hedge Fund Activity: Q1 2020 in Review

55 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2020, worth a combined $116M — up 20% from $97.4M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NULG positions and 6 closed out — a net gain of 9 holders — while 25 added to existing stakes and 10 trimmed.

The largest buyer was TIAA FSB, adding an estimated $35.8M. The largest seller was Barber Financial Group, exiting entirely with an estimated $15.5M sold.

  • 55 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2020, up from 48 in Q4 2019.
  • Funds reported $116M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2020, up 20% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2020 and 6 closed out, a net change of +9 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2020 was TIAA FSB, an estimated $35.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2020 was Barber Financial Group, an estimated $15.5M sold.

Based on aggregated 13F filings for Q1 2020.