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Nuveen ESG Emerging Markets Equity ETF

87 hedge funds and large institutions have $164M invested in Nuveen ESG Emerging Markets Equity ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

34% more funds holding

Funds holding: 6587 (+22)

16% more capital invested

Capital invested by funds: $141M → $164M (+$22.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

79.08% less ownership

Funds ownership: 158.18%79.11% (-79%)

Holders
87
Holders Change
+22
Holders Change %
+33.85%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
30
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
26
UMB Bank
Missouri
$756K +$7.85K +318 +1%
ASN
27
Advisory Services Network
Georgia
$693K +$18.3K +742 +3%
MFS
28
McNamara Financial Services
Massachusetts
$669K +$305K +12,360 +89%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$654K -$33.9K -1,372 -6%
FANJ
30
Financial Architects (New Jersey)
New Jersey
$615K +$161K +6,510 +37%
PWMG
31
Pioneer Wealth Management Group
Texas
$613K +$595K +24,111 New
HTC
32
Haverford Trust Company
Pennsylvania
$547K
TAIM
33
TD Ameritrade Investment Management
Nebraska
$487K +$182K +7,385 +63%
TWM
34
Tolleson Wealth Management
Texas
$486K -$249K -10,073 -35%
CCM
35
Colorado Capital Management
Colorado
$466K +$451K +18,258 New
CI
36
CX Institutional
Indiana
$433K +$157K +6,348 +60%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$410K +$41.8K +1,694 +12%
SHGA
38
Sand Hill Global Advisors
California
$387K -$1.31M -53,233 -78%
AssetMark Inc
39
AssetMark Inc
California
$366K +$130K +5,283 +58%
OCM
40
One Capital Management
California
$365K +$49.7K +2,014 +16%
LFG
41
Lockerman Financial Group
California
$323K -$9.8K -397 -3%
WP
42
WealthShield Partners
North Carolina
$296K
RZH
43
Relyea Zuckerberg Hanson
Connecticut
$290K +$282K +11,405 New
PFM
44
Parsec Financial Management
North Carolina
$285K +$277K +11,201 New
AA
45
Addison Advisors
Vermont
$284K +$61.8K +2,504 +29%
HighTower Advisors
46
HighTower Advisors
Illinois
$282K +$8.07K +327 +3%
WT
47
Whittier Trust
California
$271K +$14K +567 +6%
Mariner
48
Mariner
Kansas
$268K +$260K +10,533 New
I
49
IMPACTfolio
Colorado
$263K +$255K +10,319 New
CFG
50
Citizens Financial Group
Rhode Island
$256K +$248K +10,060 New

NUEM Hedge Fund Activity: Q4 2022 in Review

87 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Emerging Markets Equity ETF (NUEM) for Q4 2022, worth a combined $164M — up 16% from $141M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NUEM positions and 6 closed out — a net gain of 25 holders — while 30 added to existing stakes and 17 trimmed.

The largest buyer was TIAA FSB, adding an estimated $7.42M. The largest seller was Wealthfront Advisers, cutting an estimated $11M.

  • 87 institutional investors held Nuveen ESG Emerging Markets Equity ETF (NUEM) as of Q4 2022, up from 65 in Q3 2022.
  • Funds reported $164M of Nuveen ESG Emerging Markets Equity ETF stock for Q4 2022, up 16% quarter-over-quarter.
  • 31 funds opened new Nuveen ESG Emerging Markets Equity ETF positions in Q4 2022 and 6 closed out, a net change of +25 holders.
  • The largest Nuveen ESG Emerging Markets Equity ETF buyer in Q4 2022 was TIAA FSB, an estimated $7.42M added.
  • The largest Nuveen ESG Emerging Markets Equity ETF seller in Q4 2022 was Wealthfront Advisers, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2022.