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Nuveen ESG Emerging Markets Equity ETF

65 hedge funds and large institutions have $118M invested in Nuveen ESG Emerging Markets Equity ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 15

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $93.2M → $118M (+$24.8M)

26.05% more ownership

Funds ownership: 75.97%102.01% (+26%)

7% more funds holding

Funds holding: 6165 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
65
Holders Change
+4
Holders Change %
+6.56%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
28
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$575K +$54.9K +1,750 +10%
EA
27
Evolution Advisers
Virginia
$561K -$49.7K -1,585 -8%
HighTower Advisors
28
HighTower Advisors
Illinois
$541K -$32.9K -1,049 -6%
WCFA
29
Walkner Condon Financial Advisors
Wisconsin
$447K +$461K +14,688 New
Morgan Stanley
30
Morgan Stanley
New York
$433K +$409K +13,037 +1,095%
LFG
31
Lockerman Financial Group
California
$378K +$5.39K +172 +1%
AA
32
Addison Advisors
Vermont
$355K -$107K -3,398 -23%
MFS
33
McNamara Financial Services
Massachusetts
$343K +$38K +1,212 +12%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$337K -$9.75K -311 -3%
PAG
35
Private Advisor Group
New Jersey
$335K -$227K -7,234 -40%
WIP
36
WealthCare Investment Partners
Rhode Island
$330K +$97.2K +3,100 +40%
WT
37
Whittier Trust
California
$308K
AAS
38
Avantax Advisory Services
Texas
$307K +$316K +10,076 New
DAS
39
Dynamic Advisor Solutions
Arizona
$304K -$12.8K -408 -4%
I
40
IMPACTfolio
Colorado
$284K +$56.2K +1,792 +24%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$283K +$57.1K +1,820 +24%
OCM
42
One Capital Management
California
$255K +$263K +8,388 New
RW
43
RVW Wealth
California
$254K +$9.91K +316 +4%
Stifel Financial
44
Stifel Financial
Missouri
$245K -$26.6K -849 -10%
CI
45
CX Institutional
Indiana
$245K +$35.2K +1,121 +16%
BF
46
Brooklyn FI
New York
$244K +$252K +8,019 New
MCA
47
MSH Capital Advisors
Arizona
$230K
DWP
48
Destiny Wealth Partners
Florida
$210K -$77.3K -2,463 -26%
APA
49
American Portfolios Advisors
New York
$170K +$36.8K +1,173 +27%
US Bancorp
50
US Bancorp
Minnesota
$151K -$14.2K -454 -8%

NUEM Hedge Fund Activity: Q1 2022 in Review

65 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Emerging Markets Equity ETF (NUEM) for Q1 2022, worth a combined $118M — up 27% from $93.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NUEM positions and 6 closed out — a net gain of 5 holders — while 28 added to existing stakes and 15 trimmed.

The largest buyer was TIAA FSB, opening a new position worth an estimated $23.8M. The largest seller was Cable Hill Partners, exiting entirely with an estimated $1.22M sold.

  • 65 institutional investors held Nuveen ESG Emerging Markets Equity ETF (NUEM) as of Q1 2022, up from 61 in Q4 2021.
  • Funds reported $118M of Nuveen ESG Emerging Markets Equity ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 11 funds opened new Nuveen ESG Emerging Markets Equity ETF positions in Q1 2022 and 6 closed out, a net change of +5 holders.
  • The largest Nuveen ESG Emerging Markets Equity ETF buyer in Q1 2022 was TIAA FSB, an estimated $23.8M added.
  • The largest Nuveen ESG Emerging Markets Equity ETF seller in Q1 2022 was Cable Hill Partners, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2022.