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Nuveen ESG Large-Cap Growth ETF

108 hedge funds and large institutions have $636M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 21

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

7% more capital invested

Capital invested by funds: $594M → $636M (+$41.6M)

7% more funds holding

Funds holding: 101108 (+7)

1.59% more ownership

Funds ownership: 73.71%75.3% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
21
Closed
9
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
$240M -$13.8M -204,703 -5%
TF
2
TIAA FSB
Florida
$129M +$6.55M +97,249 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.2M +$2.87M +42,534 +11%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$25M +$373K +5,532 +1%
Goldman Sachs
5
Goldman Sachs
New York
$23.4M +$11M +163,013 +84%
LPL Financial
6
LPL Financial
California
$22.4M +$3.6M +53,465 +19%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$19.9M
RW
8
RVW Wealth
California
$18M +$415K +6,158 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$15.2M +$4.95M +73,456 +46%
UBS Group
10
UBS Group
Switzerland
$10.8M +$967K +14,349 +10%
HGWM
11
Harvest Group Wealth Management
Massachusetts
$8.13M +$246K +3,646 +3%
Lido Advisors
12
Lido Advisors
California
$6.19M +$4.71M +69,956 +285%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.07M +$557K +8,262 +10%
Wells Fargo
14
Wells Fargo
California
$5.83M +$57K +846 +1%
SA
15
Stewardship Advisors
Pennsylvania
$5.77M +$3.47M +51,464 +140%
Morgan Stanley
16
Morgan Stanley
New York
$4.31M +$1.24M +18,372 +39%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$3.26M +$151K +2,238 +5%
BPA
18
Beacon Pointe Advisors
California
$3.18M +$175K +2,603 +6%
SPIA
19
Steward Partners Investment Advisory
New York
$3.03M +$386K +5,730 +14%
JIR
20
James Investment Research
Ohio
$2.78M +$2.86M +42,421 New
UB
21
UMB Bank
Missouri
$2.47M +$137K +2,033 +6%
BF
22
BOK Financial
Oklahoma
$2.44M +$2.51M +37,322 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$2.31M +$354K +5,256 +18%
Osaic Holdings
24
Osaic Holdings
Arizona
$2.27M +$138K +2,048 +6%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$2.23M +$787K +11,678 +52%

NULG Hedge Fund Activity: Q3 2021 in Review

108 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2021, worth a combined $636M — up 7% from $594M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NULG positions and 9 closed out — a net gain of 7 holders — while 52 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $11M. The largest seller was Bank of America, cutting an estimated $13.8M.

  • 108 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2021, up from 101 in Q2 2021.
  • Funds reported $636M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2021, up 7% quarter-over-quarter.
  • 16 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2021 and 9 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2021 was Goldman Sachs, an estimated $11M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2021 was Bank of America, an estimated $13.8M sold.

Based on aggregated 13F filings for Q3 2021.