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Nuveen ESG Large-Cap Growth ETF

128 hedge funds and large institutions have $741M invested in Nuveen ESG Large-Cap Growth ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 58 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

123% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 26

19% more funds holding

Funds holding: 108128 (+20)

17% more capital invested

Capital invested by funds: $636M → $741M (+$106M)

4% more ownership

Funds ownership: 75.3%79.29% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
128
Holders Change
+20
Holders Change %
+18.52%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
58
Reduced
26
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
$235M -$17.1M -244,225 -7%
TF
2
TIAA FSB
Florida
$137M +$2.75M +39,196 +2%
Goldman Sachs
3
Goldman Sachs
New York
$61.6M +$37.9M +541,085 +151%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.3M +$3.82M +54,490 +12%
LPL Financial
5
LPL Financial
California
$28.3M +$4.96M +70,708 +21%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$25.8M -$429K -6,118 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
$20.9M +$5.13M +73,249 +32%
RW
8
RVW Wealth
California
$19.7M +$414K +5,907 +2%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$18.3M
MD
10
Money Design
Japan
$14.3M +$14.5M +206,398 +16,239%
Lido Advisors
11
Lido Advisors
California
$14M +$7.64M +109,055 +115%
UBS Group
12
UBS Group
Switzerland
$12M +$667K +9,518 +6%
Morgan Stanley
13
Morgan Stanley
New York
$8.16M +$3.73M +53,184 +81%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.21M +$866K +12,351 +13%
Wells Fargo
15
Wells Fargo
California
$6.2M +$89.3K +1,274 +1%
HGWM
16
Harvest Group Wealth Management
Massachusetts
$5.6M -$2.99M -42,653 -34%
VAS
17
Valicenti Advisory Services
New York
$4.39M +$4.49M +64,035 New
SA
18
Stewardship Advisors
Pennsylvania
$4.3M -$1.79M -25,481 -29%
Ameriprise
19
Ameriprise
Minnesota
$3.77M +$1.95M +27,866 +103%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$3.61M +$194K +2,771 +6%
JIR
21
James Investment Research
Ohio
$3.4M +$498K +7,102 +17%
BPA
22
Beacon Pointe Advisors
California
$3.27M -$65.9K -940 -2%
SPIA
23
Steward Partners Investment Advisory
New York
$3.2M +$31.6K +451 +1%
VAS
24
Vestmark Advisory Solutions
Massachusetts
$3.1M +$782K +11,157 +33%
BF
25
BOK Financial
Oklahoma
$2.93M +$382K +5,451 +15%

NULG Hedge Fund Activity: Q4 2021 in Review

128 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2021, worth a combined $741M — up 17% from $636M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new NULG positions and 9 closed out — a net gain of 21 holders — while 58 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $37.9M. The largest seller was Bank of America, cutting an estimated $17.1M.

  • 128 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2021, up from 108 in Q3 2021.
  • Funds reported $741M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 30 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2021 was Goldman Sachs, an estimated $37.9M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2021 was Bank of America, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2021.