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Nuveen ESG Large-Cap Growth ETF

222 hedge funds and large institutions have $1.09B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

10% more funds holding

Funds holding: 201222 (+21)

8% more capital invested

Capital invested by funds: $1.01B → $1.09B (+$79.9M)

1.08% less ownership

Funds ownership: 74.96%73.88% (-1.1%)

17% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 83

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
222
Holders Change
+21
Holders Change %
+10.45%
% of All Funds
3.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
34
Increased
69
Reduced
83
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
$292M -$4.18M -54,649 -1%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$200M -$2.96M -38,734 -2%
LPL Financial
3
LPL Financial
California
$65.9M +$3.87M +50,565 +7%
Morgan Stanley
4
Morgan Stanley
New York
$39.5M +$6.6M +86,355 +22%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$37.3M +$4.9M +64,061 +16%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$27.6M -$655K -8,572 -2%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$25.3M -$1.62M -21,128 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.9M +$19.6K +256 +0.1%
UBS Group
9
UBS Group
Switzerland
$19.7M -$854K -11,170 -4%
RWM
10
Refined Wealth Management
Utah
$18.8M -$295K -3,855 -2%
Ameriprise
11
Ameriprise
Minnesota
$18M +$857K +11,214 +5%
MD
12
Money Design
Japan
$17.2M +$1.23M +16,115 +8%
Lido Advisors
13
Lido Advisors
California
$16M +$230K +3,007 +2%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$15.9M -$361K -4,726 -2%
CAM
15
Clarity Asset Management
Iowa
$14.4M -$233K -3,044 -2%
RW
16
RVW Wealth
California
$12.8M -$350K -4,575 -3%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$10.5M +$64.4K +843 +0.7%
HighTower Advisors
18
HighTower Advisors
Illinois
$8.35M -$517K -6,765 -6%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$7.96M -$3.52K -46 -0%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$7.89M +$141K +1,840 +2%
MWM
21
Mission Wealth Management
California
$7.21M -$589K -7,698 -8%
DC
22
DeDora Capital
California
$7.05M +$835K +10,923 +14%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$6.79M +$1.03M +13,438 +19%
PAG
24
Private Advisor Group
New Jersey
$6.52M +$405K +5,301 +7%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.33M +$52.1K +682 +0.9%

NULG Hedge Fund Activity: Q2 2024 in Review

222 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q2 2024, worth a combined $1.09B — up 7.9% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NULG positions and 9 closed out — a net gain of 25 holders — while 69 added to existing stakes and 83 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.6M. The largest seller was Bank of America, cutting an estimated $4.18M.

  • 222 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q2 2024, up from 201 in Q1 2024.
  • Funds reported $1.09B of Nuveen ESG Large-Cap Growth ETF stock for Q2 2024, up 7.9% quarter-over-quarter.
  • 34 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q2 2024 and 9 closed out, a net change of +25 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q2 2024 was Morgan Stanley, an estimated $6.6M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q2 2024 was Bank of America, an estimated $4.18M sold.

Based on aggregated 13F filings for Q2 2024.