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Nuveen ESG Large-Cap Growth ETF

78 hedge funds and large institutions have $482M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 17

49% more capital invested

Capital invested by funds: $323M → $482M (+$159M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4.5% more ownership

Funds ownership: 72.03%76.53% (+4.5%)

3% more funds holding

Funds holding: 7678 (+2)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
40
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$212M +$137M +2,362,546 +182%
TF
2
TIAA FSB
Florida
$104M -$3.74M -64,701 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.3M +$3.89M +67,319 +25%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$18.2M +$4.38M +75,749 +32%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$15.5M
RW
6
RVW Wealth
California
$15M +$774K +13,392 +5%
LPL Financial
7
LPL Financial
California
$14.6M +$1.23M +21,209 +9%
UBS Group
8
UBS Group
Switzerland
$8.35M +$1.51M +26,125 +22%
HGWM
9
Harvest Group Wealth Management
Massachusetts
$7.12M +$640K +11,073 +11%
Wells Fargo
10
Wells Fargo
California
$5.31M +$438K +7,569 +9%
HighTower Advisors
11
HighTower Advisors
Illinois
$5.17M +$2.01M +34,822 +64%
SA
12
Stewardship Advisors
Pennsylvania
$4.49M +$148K +2,562 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.32M +$651K +11,254 +18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.44M +$2.16M +37,420 +171%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$2.53M +$1.7M +29,347 +206%
WCFA
16
Walkner Condon Financial Advisors
Wisconsin
$2.38M +$107K +1,844 +5%
BPA
17
Beacon Pointe Advisors
California
$2.26M +$1.13M +19,511 +100%
BF
18
BOK Financial
Oklahoma
$2.09M +$182K +3,150 +10%
UB
19
UMB Bank
Missouri
$1.99M +$16.9K +292 +0.9%
SPIA
20
Steward Partners Investment Advisory
New York
$1.95M -$112K -1,930 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.92M +$91.8K +1,588 +5%
Goldman Sachs
22
Goldman Sachs
New York
$1.66M -$687K -11,887 -29%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.53M +$127K +2,197 +9%
LNC
24
Lincoln National Corp
Pennsylvania
$1.34M +$204K +3,534 +18%
HCA
25
Heck Capital Advisors
Wisconsin
$1.33M +$429K +7,420 +48%

NULG Hedge Fund Activity: Q1 2021 in Review

78 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2021, worth a combined $482M — up 49% from $323M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NULG positions and 10 closed out — a net gain of 3 holders — while 40 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $137M. The largest seller was Beacon Harbor Wealth Advisors, exiting entirely with an estimated $8.73M sold.

  • 78 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2021, up from 76 in Q4 2020.
  • Funds reported $482M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2021, up 49% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2021 and 10 closed out, a net change of +3 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2021 was Bank of America, an estimated $137M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2021 was Beacon Harbor Wealth Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q1 2021.