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Nuveen ESG Large-Cap Growth ETF

150 hedge funds and large institutions have $626M invested in Nuveen ESG Large-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more funds holding

Funds holding: 127150 (+23)

7% more capital invested

Capital invested by funds: $587M → $626M (+$38.5M)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

15.94% less ownership

Funds ownership: 96.15%80.21% (-16%)

Holders
150
Holders Change
+23
Holders Change %
+18.11%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
37
Increased
51
Reduced
51
Closed
10
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
$195M -$15.8M -320,821 -7%
TF
2
TIAA FSB
Florida
$161M +$25.9M +527,495 +19%
LPL Financial
3
LPL Financial
California
$29.7M -$207K -4,207 -0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22.2M -$2.69M -54,753 -11%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$19.9M +$1.2M +24,416 +6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$18.7M +$113K +2,299 +0.6%
RW
7
RVW Wealth
California
$15.2M +$2.14M +43,499 +16%
UBS Group
8
UBS Group
Switzerland
$14.7M +$5.14M +104,559 +54%
RWM
9
Refined Wealth Management
Utah
$14.5M +$593K +12,056 +4%
Morgan Stanley
10
Morgan Stanley
New York
$10M +$2.16M +43,850 +27%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.84M +$1.99M +40,487 +29%
Ameriprise
12
Ameriprise
Minnesota
$8.04M -$748K -15,221 -8%
MD
13
Money Design
Japan
$7.93M +$719K +14,630 +10%
Lido Advisors
14
Lido Advisors
California
$6.11M -$2.41M -48,954 -28%
FC
15
Financial Consulate
Maryland
$5.71M +$5.74M +116,742 New
HighTower Advisors
16
HighTower Advisors
Illinois
$4.51M +$23K +468 +0.5%
VAS
17
Vestmark Advisory Solutions
Massachusetts
$3.6M +$292K +5,929 +9%
MWM
18
Mission Wealth Management
California
$3.56M +$737K +14,992 +26%
NA
19
NewEdge Advisors
Louisiana
$3.55M +$3.16M +64,169 +450%
Goldman Sachs
20
Goldman Sachs
New York
$3.03M -$27.9M -567,570 -90%
Wells Fargo
21
Wells Fargo
California
$2.33M -$1.59M -32,331 -40%
GM
22
GeoWealth Management
Illinois
$2.25M +$2.26M +45,941 New
UB
23
UMB Bank
Missouri
$2.1M +$3.1K +63 +0.1%
SA
24
Stewardship Advisors
Pennsylvania
$2.09M -$1.52M -30,850 -42%
BPA
25
Beacon Pointe Advisors
California
$2.04M -$58.8K -1,196 -3%

NULG Hedge Fund Activity: Q4 2022 in Review

150 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2022, worth a combined $626M — up 6.5% from $587M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NULG positions and 10 closed out — a net gain of 27 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was TIAA FSB, adding an estimated $25.9M. The largest seller was Goldman Sachs, cutting an estimated $27.9M.

  • 150 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2022, up from 127 in Q3 2022.
  • Funds reported $626M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2022, up 6.5% quarter-over-quarter.
  • 37 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2022 and 10 closed out, a net change of +27 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2022 was TIAA FSB, an estimated $25.9M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2022 was Goldman Sachs, an estimated $27.9M sold.

Based on aggregated 13F filings for Q4 2022.