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Nuveen ESG Large-Cap Growth ETF

101 hedge funds and large institutions have $594M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

29% more funds holding

Funds holding: 78101 (+23)

23% more capital invested

Capital invested by funds: $482M → $594M (+$112M)

2.83% less ownership

Funds ownership: 76.53%73.71% (-2.8%)

Holders
101
Holders Change
+23
Holders Change %
+29.49%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
47
Reduced
19
Closed
4
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
$250M +$13M +211,911 +6%
TF
2
TIAA FSB
Florida
$120M +$4.6M +75,181 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$26M +$4.3M +70,297 +21%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$24.3M +$3.8M +62,182 +20%
LPL Financial
5
LPL Financial
California
$18.6M +$2.32M +37,855 +15%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$18.3M
RW
7
RVW Wealth
California
$18M +$695K +11,364 +4%
Goldman Sachs
8
Goldman Sachs
New York
$12.6M +$10.2M +166,238 +579%
HighTower Advisors
9
HighTower Advisors
Illinois
$10.2M +$4.26M +69,661 +78%
UBS Group
10
UBS Group
Switzerland
$9.72M +$410K +6,705 +5%
HGWM
11
Harvest Group Wealth Management
Massachusetts
$7.78M +$400K +6,542 +6%
Wells Fargo
12
Wells Fargo
California
$5.7M -$203K -3,324 -4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.45M +$614K +10,038 +13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.44M -$362K -5,925 -10%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.08M +$1.82M +29,722 +166%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$3.07M +$245K +4,002 +9%
Morgan Stanley
17
Morgan Stanley
New York
$3.06M +$2.07M +33,806 +247%
BPA
18
Beacon Pointe Advisors
California
$2.97M +$433K +7,083 +18%
SPIA
19
Steward Partners Investment Advisory
New York
$2.62M +$420K +6,864 +20%
SA
20
Stewardship Advisors
Pennsylvania
$2.37M -$2.48M -40,630 -53%
UB
21
UMB Bank
Missouri
$2.31M +$90.1K +1,474 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.1M -$33.1K -541 -2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.94M +$217K +3,551 +13%
LNC
24
Lincoln National Corp
Pennsylvania
$1.84M +$331K +5,409 +23%
Lido Advisors
25
Lido Advisors
California
$1.58M +$899K +14,704 +149%

NULG Hedge Fund Activity: Q2 2021 in Review

101 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2021, worth a combined $594M — up 23% from $482M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NULG positions and 4 closed out — a net gain of 24 holders — while 47 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $13M. The largest seller was Stewardship Advisors, cutting an estimated $2.48M.

  • 101 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2021, up from 78 in Q1 2021.
  • Funds reported $594M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2021, up 23% quarter-over-quarter.
  • 28 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2021 and 4 closed out, a net change of +24 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2021 was Bank of America, an estimated $13M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2021 was Stewardship Advisors, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2021.