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Nuveen ESG Large-Cap Growth ETF

62 hedge funds and large institutions have $266M invested in Nuveen ESG Large-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

13% more funds holding

Funds holding: 5562 (+7)

12% more capital invested

Capital invested by funds: $237M → $266M (+$28.6M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.51% less ownership

Funds ownership: 77.26%73.75% (-3.5%)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
21
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$91M +$4.58M +92,395 +5%
Bank of America
2
Bank of America
North Carolina
$69.8M -$9.59M -193,279 -12%
RW
3
RVW Wealth
California
$12.2M -$16.6K -334 -0.1%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$10.8M
LPL Financial
5
LPL Financial
California
$9.37M +$178K +3,594 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$8.45M +$297K +5,997 +4%
BHWA
7
Beacon Harbor Wealth Advisors
Virginia
$7.83M -$1.89M -38,123 -20%
UBS Group
8
UBS Group
Switzerland
$5.17M +$227K +4,583 +5%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$5.04M +$1.74M +35,127 +55%
Wells Fargo
10
Wells Fargo
California
$4.99M +$586K +11,823 +14%
HGWM
11
Harvest Group Wealth Management
Massachusetts
$4.7M -$146K -2,949 -3%
SA
12
Stewardship Advisors
Pennsylvania
$3.93M -$91.9K -1,854 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.72M +$231K +4,662 +10%
WCFA
14
Walkner Condon Financial Advisors
Wisconsin
$2.01M -$7.39K -149 -0.4%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.82M +$430K +8,674 +32%
APP
16
Avantax Planning Partners
Iowa
$1.63M -$144K -2,907 -8%
UB
17
UMB Bank
Missouri
$1.54M
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.45M +$1.42M +28,564 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.34M +$57.8K +1,166 +5%
SPIA
20
Steward Partners Investment Advisory
New York
$1.26M +$1.16M +23,305 +1,533%
BF
21
BOK Financial
Oklahoma
$1.13M +$1.1M +22,258 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.11M +$1.09M +21,909 New
SFSG
23
Stearns Financial Services Group
North Carolina
$1.07M -$39.4K -795 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.07M -$66.7K -1,344 -6%
MML Investors Services
25
MML Investors Services
Massachusetts
$886K +$297K +5,997 +53%

NULG Hedge Fund Activity: Q3 2020 in Review

62 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2020, worth a combined $266M — up 12% from $237M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NULG positions and 6 closed out — a net gain of 7 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was TIAA FSB, adding an estimated $4.58M. The largest seller was Bank of America, cutting an estimated $9.59M.

  • 62 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2020, up from 55 in Q2 2020.
  • Funds reported $266M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2020 and 6 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2020 was TIAA FSB, an estimated $4.58M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2020 was Bank of America, an estimated $9.59M sold.

Based on aggregated 13F filings for Q3 2020.