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Nuveen ESG Large-Cap Growth ETF

221 hedge funds and large institutions have $1.13B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 68

4% more capital invested

Capital invested by funds: $1.09B → $1.13B (+$38.8M)

0.84% more ownership

Funds ownership: 73.88%74.73% (+0.84%)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

0% less funds holding

Funds holding: 222221 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
221
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
18
Increased
88
Reduced
68
Closed
18
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
$294M -$2.92M -36,441 -1%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$221M +$16.8M +209,672 +9%
LPL Financial
3
LPL Financial
California
$69.3M +$2.14M +26,668 +3%
Morgan Stanley
4
Morgan Stanley
New York
$40.8M +$593K +7,399 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$39.6M +$1.56M +19,500 +4%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$26M +$186K +2,326 +0.7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$25.4M +$3M +37,396 +14%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$23.7M -$4.27M -53,267 -16%
UBS Group
9
UBS Group
Switzerland
$21.2M +$1.1M +13,771 +6%
RWM
10
Refined Wealth Management
Utah
$18.8M -$268K -3,348 -1%
Ameriprise
11
Ameriprise
Minnesota
$18.2M -$178K -2,218 -1%
MD
12
Money Design
Japan
$17.1M -$410K -5,119 -2%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$15.9M -$256K -3,193 -2%
CAM
14
Clarity Asset Management
Iowa
$14.5M -$183K -2,278 -1%
RW
15
RVW Wealth
California
$12.9M -$131K -1,632 -1%
Lido Advisors
16
Lido Advisors
California
$12.2M -$3.95M -49,223 -25%
OBWP
17
O'Brien Wealth Partners
Massachusetts
$9.01M +$8.74M +108,998 New
VAS
18
Vestmark Advisory Solutions
Massachusetts
$8.96M +$893K +11,143 +11%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$8.15M +$40.2K +501 +0.5%
HighTower Advisors
20
HighTower Advisors
Illinois
$7.78M -$702K -8,762 -9%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$7.78M +$1.57M +19,627 +26%
MWM
22
Mission Wealth Management
California
$7.63M +$286K +3,563 +4%
DC
23
DeDora Capital
California
$7.09M -$85.8K -1,070 -1%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$6.98M -$3.58M -44,605 -35%
PAG
25
Private Advisor Group
New Jersey
$6.94M +$293K +3,658 +5%

NULG Hedge Fund Activity: Q3 2024 in Review

221 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q3 2024, worth a combined $1.13B — up 3.6% from $1.09B a quarter earlier.

Fund positioning in NULG was balanced in Q3 2024: 18 funds opened new positions, 18 closed out, 88 added to existing stakes and 68 trimmed.

The largest buyer was TIAA Trust, National Association, adding an estimated $16.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $5.23M sold.

  • 221 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q3 2024, down from 222 in Q2 2024.
  • Funds reported $1.13B of Nuveen ESG Large-Cap Growth ETF stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 18 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q3 2024 and 18 closed out, a net change of 0 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q3 2024 was TIAA Trust, National Association, an estimated $16.8M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.23M sold.

Based on aggregated 13F filings for Q3 2024.