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Nuveen ESG Large-Cap Growth ETF

127 hedge funds and large institutions have $587M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 39

2.11% more ownership

Funds ownership: 94.05%96.15% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $603M → $587M (-$15.6M)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

3% less funds holding

Funds holding: 131127 (-4)

Holders
127
Holders Change
-4
Holders Change %
-3.05%
% of All Funds
2.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
61
Reduced
39
Closed
14
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
$198M +$5.22M +101,561 +2%
TF
2
TIAA FSB
Florida
$128M +$7.26M +141,067 +5%
Goldman Sachs
3
Goldman Sachs
New York
$29M -$2.97M -57,666 -8%
LPL Financial
4
LPL Financial
California
$28.2M +$3.56M +69,219 +13%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$23.5M -$5.54M -107,658 -17%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$17.8M +$546K +10,623 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$17.5M -$2.38M -46,257 -11%
RWM
8
Refined Wealth Management
Utah
$13.2M +$1.08M +20,944 +8%
RW
9
RVW Wealth
California
$12.3M +$349K +6,790 +3%
UBS Group
10
UBS Group
Switzerland
$9M -$189K -3,667 -2%
Ameriprise
11
Ameriprise
Minnesota
$8.28M +$942K +18,316 +11%
Lido Advisors
12
Lido Advisors
California
$8.02M +$2.67M +51,971 +43%
Morgan Stanley
13
Morgan Stanley
New York
$7.45M +$1.42M +27,695 +21%
MD
14
Money Design
Japan
$6.8M +$1.5M +29,070 +25%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.47M +$653K +12,689 +10%
HighTower Advisors
16
HighTower Advisors
Illinois
$4.22M +$101K +1,966 +2%
Wells Fargo
17
Wells Fargo
California
$3.69M +$401K +7,799 +11%
SA
18
Stewardship Advisors
Pennsylvania
$3.39M +$175K +3,401 +5%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$3.12M +$144K +2,790 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.87M -$3.04M -59,082 -49%
OCM
21
One Capital Management
California
$2.86M +$1.79M +34,890 +128%
MWM
22
Mission Wealth Management
California
$2.66M +$735K +14,289 +33%
UB
23
UMB Bank
Missouri
$1.98M +$81.4K +1,582 +4%
BPA
24
Beacon Pointe Advisors
California
$1.98M +$97.3K +1,892 +5%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.96M +$117K +2,267 +6%

NULG Hedge Fund Activity: Q3 2022 in Review

127 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2022, worth a combined $587M — down 2.6% from $603M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NULG and 13 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 61 added.

The largest buyer was TIAA FSB, adding an estimated $7.26M. The largest seller was Envestnet Asset Management, cutting an estimated $5.54M.

  • 127 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2022, down from 131 in Q2 2022.
  • Funds reported $587M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2022 and 14 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $7.26M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q3 2022.