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Nuveen ESG Emerging Markets Equity ETF

65 hedge funds and large institutions have $141M invested in Nuveen ESG Emerging Markets Equity ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 13 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 13

30.56% more ownership

Funds ownership: 127.62%158.18% (+31%)

7% more capital invested

Capital invested by funds: $132M → $141M (+$8.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

13% less funds holding

Funds holding: 7565 (-10)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
65
Holders Change
-10
Holders Change %
-13.33%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
31
Reduced
13
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$41.2M +$9.07M +344,022 +24%
Wealthfront Advisers
2
Wealthfront Advisers
California
$21.7M +$11.1M +420,731 +83%
AWP
3
Abacus Wealth Partners
California
$15.5M +$2.05M +77,772 +13%
UBS Group
4
UBS Group
Switzerland
$8.4M +$2.82M +106,963 +43%
PWPCM
5
Perella Weinberg Partners Capital Management
New York
$6.99M +$5.17M +196,183 +192%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.73M -$474K -17,990 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.53M -$1.04M -39,401 -12%
LSAG
8
Lake Street Advisors Group
New Hampshire
$4.53M +$5.09M +193,219 New
Bank of America
9
Bank of America
North Carolina
$2.71M +$850K +32,244 +39%
Jane Street
10
Jane Street
New York
$2.44M -$483K -18,333 -15%
MWM
11
Mission Wealth Management
California
$2.44M -$90.8K -3,445 -3%
LPL Financial
12
LPL Financial
California
$1.85M -$12.8K -484 -0.6%
CHP
13
Cable Hill Partners
Oregon
$1.85M +$81.1K +3,077 +4%
SHGA
14
Sand Hill Global Advisors
California
$1.6M +$1.8M +68,442 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.34M +$429K +16,290 +40%
Creative Planning
16
Creative Planning
Kansas
$1.2M +$179K +6,780 +15%
Morgan Stanley
17
Morgan Stanley
New York
$1.12M +$305K +11,578 +32%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$1.09M +$176K +6,662 +17%
APP
19
Avantax Planning Partners
Iowa
$875K +$9.04K +343 +0.9%
EA
20
Evolution Advisers
Virginia
$828K +$87.9K +3,334 +10%
UB
21
UMB Bank
Missouri
$688K +$12.6K +478 +2%
TWM
22
Tolleson Wealth Management
Texas
$683K -$35.6K -1,351 -4%
PAG
23
Private Advisor Group
New Jersey
$654K +$29K +1,101 +4%
ASN
24
Advisory Services Network
Georgia
$620K +$212K +8,025 +43%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$595K +$224K +8,490 +52%

NUEM Hedge Fund Activity: Q3 2022 in Review

65 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Emerging Markets Equity ETF (NUEM) for Q3 2022, worth a combined $141M — up 6.6% from $132M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of NUEM and 8 opened new positions — a net loss of 10 holders — while 13 trimmed existing stakes and 31 added.

The largest buyer was Wealthfront Advisers, adding an estimated $11.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.65M sold.

  • 65 institutional investors held Nuveen ESG Emerging Markets Equity ETF (NUEM) as of Q3 2022, down from 75 in Q2 2022.
  • Funds reported $141M of Nuveen ESG Emerging Markets Equity ETF stock for Q3 2022, up 6.6% quarter-over-quarter.
  • 8 funds opened new Nuveen ESG Emerging Markets Equity ETF positions in Q3 2022 and 18 closed out, a net change of -10 holders.
  • The largest Nuveen ESG Emerging Markets Equity ETF buyer in Q3 2022 was Wealthfront Advisers, an estimated $11.1M added.
  • The largest Nuveen ESG Emerging Markets Equity ETF seller in Q3 2022 was Old Mission Capital, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2022.