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Nuveen ESG Large-Cap Growth ETF

124 hedge funds and large institutions have $733M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

11.53% more ownership

Funds ownership: 79.29%90.83% (+12%)

1% less capital invested

Capital invested by funds: $741M → $733M (-$7.93M)

3% less funds holding

Funds holding: 128124 (-4)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

Holders
124
Holders Change
-4
Holders Change %
-3.13%
% of All Funds
1.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
61
Reduced
35
Closed
20
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
$244M +$34.7M +583,357 +17%
TF
2
TIAA FSB
Florida
$147M +$24.3M +408,788 +20%
Goldman Sachs
3
Goldman Sachs
New York
$41.1M -$13.3M -223,021 -25%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$34.8M +$4.38M +73,574 +15%
LPL Financial
5
LPL Financial
California
$29.1M +$3.89M +65,314 +16%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$26.3M +$3.38M +56,777 +15%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$21.9M +$21.5M +361,423 New
HighTower Advisors
8
HighTower Advisors
Illinois
$18.3M -$240K -4,030 -1%
RW
9
RVW Wealth
California
$18.2M +$797K +13,394 +5%
RWM
10
Refined Wealth Management
Utah
$14.3M +$14M +234,727 New
Ameriprise
11
Ameriprise
Minnesota
$11.4M +$7.95M +133,514 +243%
UBS Group
12
UBS Group
Switzerland
$10.2M -$411K -6,906 -4%
Lido Advisors
13
Lido Advisors
California
$7.25M -$5.01M -84,260 -41%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$7.21M +$809K +13,601 +13%
Morgan Stanley
15
Morgan Stanley
New York
$6.79M -$436K -7,319 -6%
VAS
16
Valicenti Advisory Services
New York
$5.24M +$1.33M +22,295 +35%
MD
17
Money Design
Japan
$5.22M -$7.24M -121,625 -59%
Wells Fargo
18
Wells Fargo
California
$5.11M -$375K -6,308 -7%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.53M +$1.31M +22,041 +42%
BPA
20
Beacon Pointe Advisors
California
$4.43M +$1.51M +25,324 +53%
SA
21
Stewardship Advisors
Pennsylvania
$4.2M +$384K +6,460 +10%
VAS
22
Vestmark Advisory Solutions
Massachusetts
$3.11M +$356K +5,978 +13%
OMC
23
Old Mission Capital
Illinois
$3.04M +$2.98M +50,096 New
UB
24
UMB Bank
Missouri
$2.35M +$67.2K +1,129 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.32M -$119K -2,000 -5%

NULG Hedge Fund Activity: Q1 2022 in Review

124 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2022, worth a combined $733M — down 1.1% from $741M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of NULG and 18 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 61 added.

The largest buyer was Bank of America, adding an estimated $34.7M. The largest seller was Goldman Sachs, cutting an estimated $13.3M.

  • 124 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2022, down from 128 in Q4 2021.
  • Funds reported $733M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2022, down 1.1% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2022 and 20 closed out, a net change of -2 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2022 was Bank of America, an estimated $34.7M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2022 was Goldman Sachs, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2022.