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Nuveen ESG International Developed Markets Equity ETF

96 hedge funds and large institutions have $277M invested in Nuveen ESG International Developed Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

32% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 28

1% more funds holding

Funds holding: 9596 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less capital invested

Capital invested by funds: $278M → $277M (-$1.26M)

0.82% less ownership

Funds ownership: 77.5%76.69% (-0.82%)

Holders
96
Holders Change
+1
Holders Change %
+1.05%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
37
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$60.1M +$62.5M +2,199,687 New
Wealthfront Advisers
2
Wealthfront Advisers
California
$29.7M +$1.31M +46,009 +4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.7M +$483K +17,010 +2%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$17.5M +$371K +13,063 +2%
Bank of America
5
Bank of America
North Carolina
$16.3M +$8.04M +282,837 +90%
PWPCM
6
Perella Weinberg Partners Capital Management
New York
$11.4M +$11.8M +415,503 New
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$9.22M +$9.59M +337,523 New
Morgan Stanley
8
Morgan Stanley
New York
$8.35M +$455K +16,007 +6%
3AM
9
3EDGE Asset Management
Florida
$7.99M +$1.53M +54,011 +22%
UBS Group
10
UBS Group
Switzerland
$7.94M +$251K +8,827 +3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$7.73M -$9.35M -329,235 -54%
WWA
12
WCG Wealth Advisors
Nevada
$7.42M +$307K +10,794 +5%
MWM
13
Mission Wealth Management
California
$4.55M +$174K +6,140 +4%
VAS
14
Vestmark Advisory Solutions
Massachusetts
$4.12M +$349K +12,271 +9%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$4.08M +$187K +6,594 +5%
EA
16
Evolution Advisers
Virginia
$3.58M +$93.3K +3,283 +3%
MD
17
Money Design
Japan
$3.5M -$1.75M -61,577 -32%
UB
18
UMB Bank
Missouri
$3.23M +$33.3K +1,173 +1%
PI
19
PFG Investments
New York
$3.05M -$42.4K -1,494 -1%
Citadel Advisors
20
Citadel Advisors
Florida
$2.76M +$2.87M +100,849 New
APP
21
Avantax Planning Partners
Iowa
$2.69M -$492K -17,314 -15%
BMD
22
Better Money Decisions
New Mexico
$2.22M +$588K +20,688 +34%
LPL Financial
23
LPL Financial
California
$2.17M +$360K +12,672 +19%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.81M +$36.5K +1,285 +2%
Creative Planning
25
Creative Planning
Kansas
$1.77M -$1.76K -62 -0.1%

NUDM Hedge Fund Activity: Q3 2023 in Review

96 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG International Developed Markets Equity ETF (NUDM) for Q3 2023, worth a combined $277M — down 0.45% from $278M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NUDM positions and 7 closed out — a net gain of 3 holders — while 37 added to existing stakes and 28 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $11.8M. The largest seller was Envestnet Asset Management, cutting an estimated $9.35M.

  • 96 institutional investors held Nuveen ESG International Developed Markets Equity ETF (NUDM) as of Q3 2023, up from 95 in Q2 2023.
  • Funds reported $277M of Nuveen ESG International Developed Markets Equity ETF stock for Q3 2023, down 0.45% quarter-over-quarter.
  • 10 funds opened new Nuveen ESG International Developed Markets Equity ETF positions in Q3 2023 and 7 closed out, a net change of +3 holders.
  • The largest Nuveen ESG International Developed Markets Equity ETF buyer in Q3 2023 was Perella Weinberg Partners Capital Management, an estimated $11.8M added.
  • The largest Nuveen ESG International Developed Markets Equity ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $9.35M sold.

Based on aggregated 13F filings for Q3 2023.