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Nuveen ESG Large-Cap Growth ETF
NULG

Overview Fund Activity

177 hedge funds and large institutions have $817M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 65 increasing their positions, 55 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
65
Reduced
55
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$19.1M
2
Lido Advisors
2
Lido Advisors
California
$13.9M
3
I
3
IMPACTfolio
Colorado
$2.33M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.4M
5
LPL Financial
5
LPL Financial
California
$41.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$238M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$16M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$20M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
EWA
5
EP Wealth Advisors
California
$321K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$238M -$23M -383,432 -9%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$165M +$165M +2,759,065 New
LPL Financial
3
LPL Financial
California
$41.4M +$2.06M +34,317 +5%
RW
4
RVW Wealth
California
$26.8M +$1.1M +18,264 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$22.3M -$344K -5,732 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.2M +$1.44M +24,019 +8%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$20M -$2.68M -44,629 -12%
Morgan Stanley
8
Morgan Stanley
New York
$19.4M +$2.15M +35,895 +12%
Ameriprise
9
Ameriprise
Minnesota
$19.1M +$6.38M +106,186 +50%
RWM
10
Refined Wealth Management
Utah
$18.7M +$171K +2,858 +0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$16M -$11.7M -195,098 -42%
UBS Group
12
UBS Group
Switzerland
$15.4M -$176K -2,927 -1%
Lido Advisors
13
Lido Advisors
California
$13.9M +$2.56M +42,709 +23%
MD
14
Money Design
Japan
$13.3M -$576K -9,600 -4%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$12.3M +$12.3M +205,210 New
HighTower Advisors
16
HighTower Advisors
Illinois
$6.96M +$1.4M +23,372 +25%
MWM
17
Mission Wealth Management
California
$6.27M +$35.8K +597 +0.6%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$5.35M +$415K +6,928 +8%
DC
19
DeDora Capital
California
$4.79M +$2.02M +33,601 +73%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.34M +$1.18M +19,609 +37%
FF
21
Francis Financial
$4.29M +$567K +9,455 +15%
PAG
22
Private Advisor Group
New Jersey
$4.09M +$445K +7,417 +12%
SA
23
Stewardship Advisors
Pennsylvania
$3.83M -$464K -7,745 -11%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.58M +$2.04M +34,029 +132%
OCM
25
One Capital Management
California
$3.56M +$318K +5,310 +10%
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