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Nuveen ESG Large-Cap Growth ETF

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

225% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 8

18% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 55

9% more funds holding

Funds holding: 162177 (+15)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $858M → $817M (-$40.3M)

1.08% less ownership

Funds ownership: 78.06%76.98% (-1.1%)

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
2.81%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$238M -$24M -383,432 -9%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$165M +$173M +2,759,065 New
LPL Financial
3
LPL Financial
California
$41.4M +$2.15M +34,317 +5%
RW
4
RVW Wealth
California
$26.8M +$1.14M +18,264 +4%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$22.3M -$358K -5,732 -2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$20.2M +$1.5M +24,019 +8%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$20M -$2.79M -44,629 -12%
Morgan Stanley
8
Morgan Stanley
New York
$19.4M +$2.24M +35,895 +12%
Ameriprise
9
Ameriprise
Minnesota
$19.1M +$6.64M +106,186 +50%
RWM
10
Refined Wealth Management
Utah
$18.7M +$179K +2,858 +0.9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$16M -$12.2M -195,098 -42%
UBS Group
12
UBS Group
Switzerland
$15.4M -$183K -2,927 -1%
Lido Advisors
13
Lido Advisors
California
$13.9M +$2.67M +42,709 +23%
MD
14
Money Design
Japan
$13.3M -$600K -9,600 -4%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$12.3M +$12.8M +205,210 New
HighTower Advisors
16
HighTower Advisors
Illinois
$6.96M +$1.46M +23,372 +25%
MWM
17
Mission Wealth Management
California
$6.27M +$37.3K +597 +0.6%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$5.35M +$433K +6,928 +8%
DC
19
DeDora Capital
California
$4.79M +$2.1M +33,601 +73%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.34M +$1.23M +19,609 +37%
FF
21
Francis Financial
$4.29M +$591K +9,455 +15%
PAG
22
Private Advisor Group
New Jersey
$4.09M +$464K +7,417 +12%
SA
23
Stewardship Advisors
Pennsylvania
$3.83M -$484K -7,745 -11%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.58M +$2.13M +34,029 +132%
OCM
25
One Capital Management
California
$3.56M +$332K +5,310 +10%

NULG Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2023, worth a combined $817M — down 4.7% from $858M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new NULG positions and 8 closed out — a net gain of 18 holders — while 65 added to existing stakes and 55 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.64M. The largest seller was Bank of America, cutting an estimated $24M.

  • 177 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2023, up from 162 in Q2 2023.
  • Funds reported $817M of Nuveen ESG Large-Cap Growth ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 26 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2023 and 8 closed out, a net change of +18 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2023 was Ameriprise, an estimated $6.64M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2023 was Bank of America, an estimated $24M sold.

Based on aggregated 13F filings for Q3 2023.