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Nuveen ESG Large-Cap Growth ETF

76 hedge funds and large institutions have $323M invested in Nuveen ESG Large-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

245% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 11

23% more funds holding

Funds holding: 6276 (+14)

21% more capital invested

Capital invested by funds: $266M → $323M (+$57M)

1.71% less ownership

Funds ownership: 73.75%72.03% (-1.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
76
Holders Change
+14
Holders Change %
+22.58%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
23
Increased
38
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$105M +$3.67M +68,284 +4%
Bank of America
2
Bank of America
North Carolina
$73.2M -$3.8M -70,630 -5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.9M +$5.35M +99,401 +60%
RW
4
RVW Wealth
California
$14M +$527K +9,804 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$13.4M +$7.5M +139,323 +141%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$13.2M
LPL Financial
7
LPL Financial
California
$12.9M +$2.46M +45,805 +25%
BHWA
8
Beacon Harbor Wealth Advisors
Virginia
$8.73M +$68.4K +1,271 +0.8%
UBS Group
9
UBS Group
Switzerland
$6.63M +$874K +16,239 +16%
HGWM
10
Harvest Group Wealth Management
Massachusetts
$5.8M +$579K +10,758 +12%
Wells Fargo
11
Wells Fargo
California
$4.73M -$748K -13,904 -14%
SA
12
Stewardship Advisors
Pennsylvania
$4.21M +$29.2K +542 +0.7%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$3.56M +$526K +9,775 +18%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.06M +$996K +18,506 +52%
Goldman Sachs
15
Goldman Sachs
New York
$2.28M +$2.18M +40,574 New
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$2.21M -$16.7K -311 -0.8%
SPIA
17
Steward Partners Investment Advisory
New York
$2M +$580K +10,784 +43%
UB
18
UMB Bank
Missouri
$1.91M +$17.7K +329 +1%
BF
19
BOK Financial
Oklahoma
$1.85M +$571K +10,610 +48%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.77M +$267K +4,956 +19%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.58M -$28.1K -522 -2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.37M +$1.31M +24,284 New
APP
23
Avantax Planning Partners
Iowa
$1.26M -$520K -9,661 -30%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.23M +$47.9K +891 +4%
LNC
25
Lincoln National Corp
Pennsylvania
$1.1M +$217K +4,042 +26%

NULG Hedge Fund Activity: Q4 2020 in Review

76 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2020, worth a combined $323M — up 21% from $266M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new NULG positions and 4 closed out — a net gain of 19 holders — while 38 added to existing stakes and 11 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $7.5M. The largest seller was Bank of America, cutting an estimated $3.8M.

  • 76 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2020, up from 62 in Q3 2020.
  • Funds reported $323M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 23 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2020 and 4 closed out, a net change of +19 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2020 was Cambridge Investment Research Advisors, an estimated $7.5M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2020 was Bank of America, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2020.