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Nuveen ESG Large-Cap Growth ETF

201 hedge funds and large institutions have $1.01B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 72 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

8% more capital invested

Capital invested by funds: $936M → $1.01B (+$75.9M)

7% more funds holding

Funds holding: 187201 (+14)

3% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 72

2.89% less ownership

Funds ownership: 77.85%74.96% (-2.9%)

Holders
201
Holders Change
+14
Holders Change %
+7.49%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
74
Reduced
72
Closed
9
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
$279M -$21.8M -300,035 -8%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$191M +$8.01M +110,463 +5%
LPL Financial
3
LPL Financial
California
$58.1M +$8.76M +120,763 +19%
Morgan Stanley
4
Morgan Stanley
New York
$30.5M -$22.9M -315,937 -44%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$30.2M +$2.02M +27,813 +8%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$26.6M -$771K -10,631 -3%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$25.4M +$365K +5,032 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.6M +$10.8K +149 +0.1%
UBS Group
9
UBS Group
Switzerland
$19.4M +$439K +6,054 +2%
RWM
10
Refined Wealth Management
Utah
$17.9M +$50K +689 +0.3%
Ameriprise
11
Ameriprise
Minnesota
$16M -$3.15M -43,507 -17%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$15.3M -$319K -4,405 -2%
MD
13
Money Design
Japan
$15M -$1.02M -14,001 -7%
Lido Advisors
14
Lido Advisors
California
$14.8M -$2.78M -38,280 -17%
CAM
15
Clarity Asset Management
Iowa
$13.8M +$13.1M +180,973 New
RW
16
RVW Wealth
California
$12.3M -$283K -3,898 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$9.79M +$2.1M +28,967 +29%
HighTower Advisors
18
HighTower Advisors
Illinois
$8.37M -$307K -4,234 -4%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$7.49M +$343K +4,729 +5%
MWM
20
Mission Wealth Management
California
$7.36M -$342K -4,718 -5%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$7.28M +$726K +10,018 +12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.9M +$585K +8,061 +12%
FF
23
Francis Financial
$5.84M +$203K +2,803 +4%
DC
24
DeDora Capital
California
$5.8M -$577K -7,960 -9%
PAG
25
Private Advisor Group
New Jersey
$5.72M +$248K +3,419 +5%

NULG Hedge Fund Activity: Q1 2024 in Review

201 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q1 2024, worth a combined $1.01B — up 8.1% from $936M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NULG positions and 9 closed out — a net gain of 19 holders — while 74 added to existing stakes and 72 trimmed.

The largest buyer was Clarity Asset Management, opening a new position worth an estimated $13.1M. The largest seller was Morgan Stanley, cutting an estimated $22.9M.

  • 201 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q1 2024, up from 187 in Q4 2023.
  • Funds reported $1.01B of Nuveen ESG Large-Cap Growth ETF stock for Q1 2024, up 8.1% quarter-over-quarter.
  • 28 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q1 2024 and 9 closed out, a net change of +19 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q1 2024 was Clarity Asset Management, an estimated $13.1M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2024.