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Nuveen ESG Emerging Markets Equity ETF

92 hedge funds and large institutions have $185M invested in Nuveen ESG Emerging Markets Equity ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

3% more funds holding

Funds holding: 8992 (+3)

1.72% more ownership

Funds ownership: 78.17%79.89% (+1.7%)

4% more capital invested

Capital invested by funds: $178M → $185M (+$7.36M)

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
29
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
76
TimeScale Financial
Massachusetts
$46.1K
BWM
77
Baystate Wealth Management
Massachusetts
$45.3K
BCWM
78
Bartlett & Co Wealth Management
Ohio
$35.4K
BC
79
Bartlett & Co
Ohio
$35K
KHC
80
Koesten Hirschmann & Crabtree
Kansas
$34.7K
C
81
Covestor
United Kingdom
$33K +$5.49K +204 +20%
MIA
82
Milestone Investment Advisors
Wisconsin
$30.3K
CFD
83
Creative Financial Designs
Indiana
$27.7K
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$23K +$22.9K +852 New
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.5K
EWA
86
EverSource Wealth Advisors
Alabama
$8.14K
FWM
87
Focused Wealth Management
New York
$8.14K +$8.01K +298 New
CHA
88
Carmichael Hill & Associates
Maryland
$7.24K
IA
89
IFP Advisors
Florida
$4.2K -$4.87K -181 -54%
GI
90
Gradient Investments
Minnesota
$3.63K
HI
91
Harbour Investments
Wisconsin
$1.04K
MIM
92
Macroview Investment Management
Maryland
$257
LNC
93
Lincoln National Corp
Pennsylvania
-$986K -36,709 Closed
ASN
94
Advisory Services Network
Georgia
-$967K -35,994 Closed
FFA
95
Farther Finance Advisors
California
-$14K -521 Closed
CA
96
Clearstead Advisors
Ohio
-$7.39K -275 Closed
AAS
97
Ameritas Advisory Services
Nebraska
-$1.67K -63 Closed

NUEM Hedge Fund Activity: Q2 2023 in Review

92 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Emerging Markets Equity ETF (NUEM) for Q2 2023, worth a combined $185M — up 4.1% from $178M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NUEM positions and 5 closed out — a net gain of 5 holders — while 29 added to existing stakes and 28 trimmed.

The largest buyer was Jane Street, adding an estimated $10M. The largest seller was TIAA FSB, cutting an estimated $8.25M.

  • 92 institutional investors held Nuveen ESG Emerging Markets Equity ETF (NUEM) as of Q2 2023, up from 89 in Q1 2023.
  • Funds reported $185M of Nuveen ESG Emerging Markets Equity ETF stock for Q2 2023, up 4.1% quarter-over-quarter.
  • 10 funds opened new Nuveen ESG Emerging Markets Equity ETF positions in Q2 2023 and 5 closed out, a net change of +5 holders.
  • The largest Nuveen ESG Emerging Markets Equity ETF buyer in Q2 2023 was Jane Street, an estimated $10M added.
  • The largest Nuveen ESG Emerging Markets Equity ETF seller in Q2 2023 was TIAA FSB, an estimated $8.25M sold.

Based on aggregated 13F filings for Q2 2023.