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Nuveen ESG Large-Cap Growth ETF
NULG

Overview Fund Activity

186 hedge funds and large institutions have $935M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+9
Holders Change %
+5.08%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
24
Increased
63
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.7M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.9M
3
US Bancorp
3
US Bancorp
Minnesota
$4.94M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.25M
5
GRP
5
Global Retirement Partners
California
$3.24M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$166M
2
RW
2
RVW Wealth
California
$11.5M
3
RWM
3
Refined Wealth Management
Utah
$16.3M
4
Ameriprise
4
Ameriprise
Minnesota
$17.6M
5
LPL Financial
5
LPL Financial
California
$44.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$275M -$464K -6,681 -0.2%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$166M -$25.7M -369,857 -13%
Morgan Stanley
3
Morgan Stanley
New York
$49.7M +$27.3M +392,497 +121%
LPL Financial
4
LPL Financial
California
$44.5M -$3.4M -48,922 -7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$25.6M +$2.17M +31,265 +9%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$25M -$872K -12,556 -3%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$22.8M -$324K -4,669 -1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.7M +$191K +2,750 +1%
Ameriprise
9
Ameriprise
Minnesota
$17.6M -$4.41M -63,543 -20%
UBS Group
10
UBS Group
Switzerland
$17.2M -$607K -8,738 -3%
RWM
11
Refined Wealth Management
Utah
$16.3M -$5.34M -76,936 -25%
Lido Advisors
12
Lido Advisors
California
$16.1M -$1.11K -16 -0%
MD
13
Money Design
Japan
$14.6M -$798K -11,487 -5%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$14.2M -$47.3K -681 -0.3%
RW
15
RVW Wealth
California
$11.5M -$19.5M -281,109 -63%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.91M -$160K -2,299 -2%
MWM
17
Mission Wealth Management
California
$7.03M -$232K -3,343 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.9M +$6.05M +87,065 +710%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$6.49M +$2.34M +33,676 +56%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$5.93M -$261K -3,760 -4%
DC
21
DeDora Capital
California
$5.83M +$287K +4,135 +5%
FF
22
Francis Financial
$5.12M +$148K +2,134 +3%
PAG
23
Private Advisor Group
New Jersey
$4.97M +$238K +3,425 +5%
US Bancorp
24
US Bancorp
Minnesota
$4.94M +$4.3M +61,929 +671%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$4.82M +$742K +10,683 +18%
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