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Nuveen ESG Large-Cap Growth ETF

249 hedge funds and large institutions have $1.17B invested in Nuveen ESG Large-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 67 increasing their positions, 89 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 15

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

13% more funds holding

Funds holding: 221249 (+28)

2.42% more ownership

Funds ownership: 74.73%77.15% (+2.4%)

4% more capital invested

Capital invested by funds: $1.13B → $1.17B (+$43M)

25% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 89

Holders
249
Holders Change
+28
Holders Change %
+12.67%
% of All Funds
3.28%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
48
Increased
67
Reduced
89
Closed
15
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 -$13.9M -160,677 -5%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$224M -$4.92M -56,874 -2%
LPL Financial
3
LPL Financial
California
$74.9M +$2.94M +34,005 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$43.2M +$2M +23,109 +5%
Morgan Stanley
5
Morgan Stanley
New York
$41.6M -$809K -9,355 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$25.9M -$445K -5,145 -2%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$24.7M -$3.19M -36,851 -12%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$24.2M -$437K -5,055 -2%
UBS Group
9
UBS Group
Switzerland
$21.4M -$662K -7,648 -3%
Ameriprise
10
Ameriprise
Minnesota
$19.8M +$1.09M +12,550 +6%
RWM
11
Refined Wealth Management
Utah
$18.8M -$759K -8,778 -4%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$17M +$482K +5,577 +3%
CAM
13
Clarity Asset Management
Iowa
$14.7M -$352K -4,071 -2%
MD
14
Money Design
Japan
$14.5M -$3.47M -40,106 -19%
Lido Advisors
15
Lido Advisors
California
$14M +$1.3M +15,075 +10%
RW
16
RVW Wealth
California
$12.7M -$612K -7,077 -5%
II
17
Impact Investors
California
$11.4M +$11.5M +133,207 New
VAS
18
Vestmark Advisory Solutions
Massachusetts
$9.71M +$411K +4,749 +4%
OBWP
19
O'Brien Wealth Partners
Massachusetts
$9.23M -$125K -1,447 -1%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$8.76M +$304K +3,510 +4%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$8.28M +$196K +2,269 +2%
HighTower Advisors
22
HighTower Advisors
Illinois
$8.22M +$140K +1,618 +2%
MWM
23
Mission Wealth Management
California
$7.67M -$260K -3,001 -3%
PAG
24
Private Advisor Group
New Jersey
$7.49M +$287K +3,314 +4%
DC
25
DeDora Capital
California
$7.46M +$88.1K +1,018 +1%

NULG Hedge Fund Activity: Q4 2024 in Review

249 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Large-Cap Growth ETF (NULG) for Q4 2024, worth a combined $1.17B — up 3.8% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new NULG positions and 15 closed out — a net gain of 33 holders — while 67 added to existing stakes and 89 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $4.15M. The largest seller was Bank of America, cutting an estimated $13.9M.

  • 249 institutional investors held Nuveen ESG Large-Cap Growth ETF (NULG) as of Q4 2024, up from 221 in Q3 2024.
  • Funds reported $1.17B of Nuveen ESG Large-Cap Growth ETF stock for Q4 2024, up 3.8% quarter-over-quarter.
  • 48 funds opened new Nuveen ESG Large-Cap Growth ETF positions in Q4 2024 and 15 closed out, a net change of +33 holders.
  • The largest Nuveen ESG Large-Cap Growth ETF buyer in Q4 2024 was Win Advisors, an estimated $4.15M added.
  • The largest Nuveen ESG Large-Cap Growth ETF seller in Q4 2024 was Bank of America, an estimated $13.9M sold.

Based on aggregated 13F filings for Q4 2024.