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Nuveen ESG Large-Cap Growth ETF

147 hedge funds and large institutions have $746M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 72 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 42

19% more capital invested

Capital invested by funds: $626M → $746M (+$120M)

0.01% more ownership

Funds ownership: 80.21%80.22% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 150147 (-3)

Holders
147
Holders Change
-3
Holders Change %
-2%
% of All Funds
2.34%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
72
Reduced
42
Closed
16
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
$249M +$25.8M +488,226 +12%
TF
2
TIAA FSB
Florida
$181M -$3.01M -56,951 -2%
LPL Financial
3
LPL Financial
California
$35.4M +$1.46M +27,576 +5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$25.1M -$278K -5,267 -1%
RW
5
RVW Wealth
California
$20.8M +$3.29M +62,304 +20%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$20.6M -$1.66M -31,373 -8%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$20.3M -$915K -17,333 -5%
RWM
8
Refined Wealth Management
Utah
$16.9M +$269K +5,094 +2%
UBS Group
9
UBS Group
Switzerland
$15.2M -$1.45M -27,550 -9%
MD
10
Money Design
Japan
$13.7M +$4.46M +84,394 +52%
Morgan Stanley
11
Morgan Stanley
New York
$11.6M +$121K +2,289 +1%
Ameriprise
12
Ameriprise
Minnesota
$11.1M +$1.78M +33,715 +20%
Lido Advisors
13
Lido Advisors
California
$8.23M +$1.19M +22,536 +18%
MWM
14
Mission Wealth Management
California
$5.6M +$1.46M +27,631 +38%
HighTower Advisors
15
HighTower Advisors
Illinois
$5.17M +$24.2K +459 +0.5%
ICMP
16
Integrated Capital Management (Pennsylvania)
Pennsylvania
$4.83M +$6.18M +117,096 New
VAS
17
Vestmark Advisory Solutions
Massachusetts
$4.39M +$272K +5,148 +7%
SA
18
Stewardship Advisors
Pennsylvania
$4.01M +$1.54M +29,085 +68%
Goldman Sachs
19
Goldman Sachs
New York
$3.8M +$325K +6,160 +10%
NA
20
NewEdge Advisors
Louisiana
$3.66M -$671K -12,697 -16%
FF
21
Francis Financial
$3.16M +$2.68M +50,777 +846%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.92M +$601K +11,389 +28%
PAG
23
Private Advisor Group
New Jersey
$2.69M +$1.02M +19,393 +67%
Wells Fargo
24
Wells Fargo
California
$2.68M +$20.4K +387 +0.8%
UB
25
UMB Bank
Missouri
$2.41M +$7.66K +145 +0.3%

NULG Hedge Fund Activity: Q1 2023 in Review

147 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2023, worth a combined $746M — up 19% from $626M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of NULG and 15 opened new positions — a net loss of 1 holder — while 42 trimmed existing stakes and 72 added.

The largest buyer was Bank of America, adding an estimated $25.8M. The largest seller was Financial Consulate, exiting entirely with an estimated $5.71M sold.

  • 147 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2023, down from 150 in Q4 2022.
  • Funds reported $746M of Nuveen ESG Large-Cap Growth ETF stock for Q1 2023, up 19% quarter-over-quarter.
  • 15 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2023 and 16 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2023 was Bank of America, an estimated $25.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2023 was Financial Consulate, an estimated $5.71M sold.

Based on aggregated 13F filings for Q1 2023.