Nuveen ESG Large-Cap Growth ETF
NULG
187 hedge funds and large institutions have $936M invested in Nuveen ESG Large-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 63 increasing their positions, 76 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
14% more capital invested
Capital invested by funds: $817M → $936M (+$118M)
6% more funds holding
Funds holding: 177 → 187 (+10)
0.88% more ownership
Funds ownership: 76.98% → 77.85% (+0.88%)
17% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 76
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$25M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.54M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.94M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.44M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$23.5M |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
-$17.9M |
| 3 |
RWM
Refined Wealth Management
Salt Lake City,
Utah
|
-$4.89M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.04M |
| 5 |
LPL Financial
San Diego,
California
|
-$3.11M |
NULG Hedge Fund Activity: Q4 2023 in Review
187 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2023, worth a combined $936M — up 14% from $817M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new NULG positions and 13 closed out — a net gain of 12 holders — while 63 added to existing stakes and 76 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $25M. The largest seller was TIAA Trust, National Association, cutting an estimated $23.5M.
- 187 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2023, up from 177 in Q3 2023.
- Funds reported $936M of Nuveen ESG Large-Cap Growth ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 25 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2023 and 13 closed out, a net change of +12 holders.
- The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $25M added.
- The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2023 was TIAA Trust, National Association, an estimated $23.5M sold.
Based on aggregated 13F filings for Q4 2023.