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Nuveen ESG Large-Cap Growth ETF

131 hedge funds and large institutions have $603M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 34

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

6% more funds holding

Funds holding: 124131 (+7)

3.22% more ownership

Funds ownership: 90.83%94.05% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

18% less capital invested

Capital invested by funds: $733M → $603M (-$130M)

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
60
Reduced
34
Closed
15
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
$203M +$10.1M +192,029 +5%
TF
2
TIAA FSB
Florida
$127M +$11.4M +215,883 +9%
Goldman Sachs
3
Goldman Sachs
New York
$33.1M +$589K +11,182 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.8M +$2.3M +43,769 +8%
LPL Financial
5
LPL Financial
California
$26.2M +$3.39M +64,471 +13%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$20.5M -$360K -6,838 -2%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$17.9M +$474K +9,009 +2%
RWM
8
Refined Wealth Management
Utah
$12.8M +$1.57M +29,865 +13%
RW
9
RVW Wealth
California
$12.6M -$2.08M -39,471 -13%
UBS Group
10
UBS Group
Switzerland
$9.59M +$1.65M +31,283 +19%
Ameriprise
11
Ameriprise
Minnesota
$7.79M -$1.43M -27,106 -14%
Morgan Stanley
12
Morgan Stanley
New York
$6.46M +$1.17M +22,217 +20%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.15M +$470K +8,929 +8%
Lido Advisors
14
Lido Advisors
California
$5.88M +$143K +2,720 +2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.84M +$4.41M +83,692 +223%
MD
16
Money Design
Japan
$5.71M +$1.7M +32,370 +38%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.33M -$11.1M -211,729 -70%
VAS
18
Valicenti Advisory Services
New York
$3.7M -$505K -9,600 -11%
Wells Fargo
19
Wells Fargo
California
$3.48M -$629K -11,958 -14%
SA
20
Stewardship Advisors
Pennsylvania
$3.38M +$54.8K +1,042 +2%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$3.13M +$715K +13,576 +26%
MWM
22
Mission Wealth Management
California
$2.1M +$353K +6,702 +18%
UB
23
UMB Bank
Missouri
$1.99M +$137K +2,602 +7%
BPA
24
Beacon Pointe Advisors
California
$1.98M -$1.69M -32,018 -44%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.94M +$95.9K +1,822 +5%

NULG Hedge Fund Activity: Q2 2022 in Review

131 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2022, worth a combined $603M — down 18% from $733M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new NULG positions and 15 closed out — a net gain of 7 holders — while 60 added to existing stakes and 34 trimmed.

The largest buyer was TIAA FSB, adding an estimated $11.4M. The largest seller was HighTower Advisors, cutting an estimated $11.1M.

  • 131 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2022, up from 124 in Q1 2022.
  • Funds reported $603M of Nuveen ESG Large-Cap Growth ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 22 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2022 and 15 closed out, a net change of +7 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2022 was TIAA FSB, an estimated $11.4M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2022 was HighTower Advisors, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2022.