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Nuveen ESG Large-Cap Growth ETF

55 hedge funds and large institutions have $237M invested in Nuveen ESG Large-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 6

104% more capital invested

Capital invested by funds: $116M → $237M (+$121M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more funds holding

Funds holding: 5555 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

0.63% less ownership

Funds ownership: 77.89%77.26% (-0.63%)

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
9
Increased
32
Reduced
6
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$77.8M -$2.56M -61,303 -3%
Bank of America
2
Bank of America
North Carolina
$71.8M +$58.8M +1,408,614 +902%
RW
3
RVW Wealth
California
$11M +$10.1M +240,776 New
BHWA
4
Beacon Harbor Wealth Advisors
Virginia
$8.8M +$122K +2,917 +2%
LPL Financial
5
LPL Financial
California
$8.28M +$1.17M +27,919 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.34M +$2.99M +71,515 +81%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$5.25M
UBS Group
8
UBS Group
Switzerland
$4.45M +$159K +3,803 +4%
HGWM
9
Harvest Group Wealth Management
Massachusetts
$4.37M +$2.98M +71,472 +301%
Wells Fargo
10
Wells Fargo
California
$3.95M +$765K +18,315 +27%
SA
11
Stewardship Advisors
Pennsylvania
$3.49M +$34.4K +825 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.94M +$166K +3,972 +7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.24M +$376K +8,995 +23%
FEM
14
Fulcrum Equity Management
Texas
$1.98M +$1.8M +43,204 New
NCM
15
Niemann Capital Management
Nevada
$1.97M +$1.8M +43,003 New
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$1.82M +$12.1K +290 +0.7%
APP
17
Avantax Planning Partners
Iowa
$1.6M +$145K +3,479 +11%
UB
18
UMB Bank
Missouri
$1.54M +$376K +9,001 +37%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.24M +$120K +2,869 +12%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.17M +$278K +6,652 +35%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.02M +$37.1K +889 +4%
SFSG
22
Stearns Financial Services Group
North Carolina
$1.01M +$95K +2,276 +12%
FAAS
23
First Allied Advisory Services
California
$994K +$20.3K +486 +2%
CFG
24
Cooper Financial Group
California
$833K +$6.68K +160 +0.9%
EH
25
Equitable Holdings
New York
$790K

NULG Hedge Fund Activity: Q2 2020 in Review

55 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2020, worth a combined $237M — up 104% from $116M a quarter earlier.

Fund positioning in NULG was balanced in Q2 2020: 9 funds opened new positions, 9 closed out, 32 added to existing stakes and 6 trimmed.

The largest buyer was Bank of America, adding an estimated $58.8M. The largest seller was TIAA FSB, cutting an estimated $2.56M.

  • 55 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $237M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2020, up 104% quarter-over-quarter.
  • 9 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2020 and 9 closed out, a net change of 0 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2020 was Bank of America, an estimated $58.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2020 was TIAA FSB, an estimated $2.56M sold.

Based on aggregated 13F filings for Q2 2020.