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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
TF
1
TIAA FSB
Florida
$52.3M +$7.42M +300,444 +17%
AWP
2
Abacus Wealth Partners
California
$19.1M +$2.18M +88,269 +13%
Wealthfront Advisers
3
Wealthfront Advisers
California
$12.2M -$11M -446,836 -48%
UBS Group
4
UBS Group
Switzerland
$8.17M -$924K -37,417 -10%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.54M +$223K +9,016 +3%
PWPCM
6
Perella Weinberg Partners Capital Management
New York
$7.02M -$549K -22,246 -7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.37M -$702K -28,417 -10%
Bank of America
8
Bank of America
North Carolina
$5.2M +$2.19M +88,885 +77%
LSAG
9
Lake Street Advisors Group
New Hampshire
$4.87M -$43.6K -1,765 -0.9%
MWM
10
Mission Wealth Management
California
$3.05M +$387K +15,679 +15%
FTUS
11
Flow Traders U.S.
New York
$2.46M +$2.39M +96,876 New
CHP
12
Cable Hill Partners
Oregon
$2.44M +$412K +16,695 +21%
3AM
13
3EDGE Asset Management
Florida
$2.26M +$2.2M +88,898 New
Morgan Stanley
14
Morgan Stanley
New York
$2.12M +$874K +35,403 +74%
Jane Street
15
Jane Street
New York
$1.93M -$704K -28,505 -27%
OWM
16
Orgel Wealth Management
Wisconsin
$1.73M +$1.68M +67,997 New
LPL Financial
17
LPL Financial
California
$1.73M -$280K -11,326 -14%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.61M +$151K +6,115 +11%
RSWM
19
Robertson Stephens Wealth Management
California
$1.45M +$1.4M +56,810 New
Creative Planning
20
Creative Planning
Kansas
$1.38M +$75.5K +3,056 +6%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$1.26M +$65.6K +2,657 +6%
FPF
22
First Pacific Financial
Washington
$1.03M +$1,000K +40,492 New
EA
23
Evolution Advisers
Virginia
$967K +$65.9K +2,670 +8%
APP
24
Avantax Planning Partners
Iowa
$892K -$57.6K -2,331 -6%
Osaic Holdings
25
Osaic Holdings
Arizona
$798K +$159K +6,437 +26%

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.