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Nuveen ESG Emerging Markets Equity ETF

97 hedge funds and large institutions have $205M invested in Nuveen ESG Emerging Markets Equity ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

10% more capital invested

Capital invested by funds: $186M → $205M (+$19.2M)

2% more funds holding

Funds holding: 9597 (+2)

1.58% less ownership

Funds ownership: 76.92%75.33% (-1.6%)

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
35
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.26M +$63.5K +2,270 +5%
PWMG
27
Pioneer Wealth Management Group
Texas
$1.09M +$64.4K +2,303 +6%
AssetMark Inc
28
AssetMark Inc
California
$1.04M +$100K +3,584 +11%
TWM
29
Tolleson Wealth Management
Texas
$1.03M
APP
30
Avantax Planning Partners
Iowa
$811K -$12.6K -449 -2%
Osaic Holdings
31
Osaic Holdings
Arizona
$805K -$125K -4,471 -14%
CL
32
Choreo LLC
Illinois
$805K
UB
33
UMB Bank
Missouri
$732K -$117K -4,177 -14%
CFP
34
Cascade Financial Partners
California
$717K
FPF
35
First Pacific Financial
Washington
$715K -$114K -4,062 -14%
WT
36
Whittier Trust
California
$638K
HTC
37
Haverford Trust Company
Pennsylvania
$573K
BMD
38
Better Money Decisions
New Mexico
$554K +$52.4K +1,871 +11%
NA
39
NewEdge Advisors
Louisiana
$529K +$274K +9,809 +113%
OCM
40
One Capital Management
California
$467K +$5.23K +187 +1%
GSWM
41
Greenup Street Wealth Management
Michigan
$458K -$97.3K -3,479 -18%
MFS
42
McNamara Financial Services
Massachusetts
$451K -$128K -4,568 -22%
PCIA
43
Prime Capital Investment Advisors
Kansas
$418K -$59.7K -2,133 -13%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$395K +$20K +716 +5%
MWM
45
Modera Wealth Management
New Jersey
$386K -$1.96K -70 -0.5%
GSEP
46
Golden State Equity Partners
California
$376K +$367K +13,130 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$351K -$256K -9,132 -43%
JP Morgan Chase
48
JP Morgan Chase
New York
$346K +$55.6K +1,987 +20%
WCFA
49
Walkner Condon Financial Advisors
Wisconsin
$346K -$9.65K -345 -3%
RW
50
RVW Wealth
California
$326K -$280 -10 -0.1%

NUEM Hedge Fund Activity: Q2 2024 in Review

97 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Emerging Markets Equity ETF (NUEM) for Q2 2024, worth a combined $205M — up 10% from $186M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUEM positions and 8 closed out — a net gain of 5 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $3.48M. The largest seller was Orgel Wealth Management, exiting entirely with an estimated $1.99M sold.

  • 97 institutional investors held Nuveen ESG Emerging Markets Equity ETF (NUEM) as of Q2 2024, up from 95 in Q1 2024.
  • Funds reported $205M of Nuveen ESG Emerging Markets Equity ETF stock for Q2 2024, up 10% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Emerging Markets Equity ETF positions in Q2 2024 and 8 closed out, a net change of +5 holders.
  • The largest Nuveen ESG Emerging Markets Equity ETF buyer in Q2 2024 was Wealthfront Advisers, an estimated $3.48M added.
  • The largest Nuveen ESG Emerging Markets Equity ETF seller in Q2 2024 was Orgel Wealth Management, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2024.