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Nuveen ESG Emerging Markets Equity ETF

89 hedge funds and large institutions have $178M invested in Nuveen ESG Emerging Markets Equity ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $164M → $178M (+$14.1M)

2% more funds holding

Funds holding: 8789 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.93% less ownership

Funds ownership: 79.11%78.17% (-0.93%)

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
38
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
1
TIAA FSB
Florida
$52.8M -$2.48M -91,968 -4%
AWP
2
Abacus Wealth Partners
California
$21.7M +$1.8M +67,018 +9%
Wealthfront Advisers
3
Wealthfront Advisers
California
$16.2M +$3.3M +122,505 +26%
PWPCM
4
Perella Weinberg Partners Capital Management
New York
$9.14M +$1.73M +64,183 +23%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$7.18M -$785K -29,161 -10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.94M +$219K +8,122 +3%
UBS Group
7
UBS Group
Switzerland
$6.51M -$2.13M -79,037 -25%
Bank of America
8
Bank of America
North Carolina
$6.16M +$673K +24,999 +12%
LSAG
9
Lake Street Advisors Group
New Hampshire
$5.14M
MWM
10
Mission Wealth Management
California
$3.03M -$184K -6,834 -6%
CHP
11
Cable Hill Partners
Oregon
$2.77M +$200K +7,446 +8%
Morgan Stanley
12
Morgan Stanley
New York
$2.75M +$515K +19,124 +23%
LPL Financial
13
LPL Financial
California
$1.91M +$88.5K +3,288 +5%
CCM
14
Colorado Capital Management
Colorado
$1.9M +$1.41M +52,487 +287%
OWM
15
Orgel Wealth Management
Wisconsin
$1.84M +$8.13K +302 +0.4%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$1.66M -$41.4K -1,539 -2%
RSWM
17
Robertson Stephens Wealth Management
California
$1.53M
Jane Street
18
Jane Street
New York
$1.49M -$548K -20,342 -27%
Creative Planning
19
Creative Planning
Kansas
$1.42M -$36.7K -1,363 -3%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$1.38M +$54.2K +2,014 +4%
US Bancorp
21
US Bancorp
Minnesota
$1.24M +$1.11M +41,356 +835%
EA
22
Evolution Advisers
Virginia
$1.11M +$84.2K +3,128 +8%
PAG
23
Private Advisor Group
New Jersey
$1.09M +$51.5K +1,912 +5%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$1.05M +$422K +15,678 +67%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.01M +$1.01M +37,498 New

NUEM Hedge Fund Activity: Q1 2023 in Review

89 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Emerging Markets Equity ETF (NUEM) for Q1 2023, worth a combined $178M — up 8.6% from $164M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUEM positions and 10 closed out — a net gain of 3 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $3.3M. The largest seller was TIAA FSB, cutting an estimated $2.48M.

  • 89 institutional investors held Nuveen ESG Emerging Markets Equity ETF (NUEM) as of Q1 2023, up from 87 in Q4 2022.
  • Funds reported $178M of Nuveen ESG Emerging Markets Equity ETF stock for Q1 2023, up 8.6% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Emerging Markets Equity ETF positions in Q1 2023 and 10 closed out, a net change of +3 holders.
  • The largest Nuveen ESG Emerging Markets Equity ETF buyer in Q1 2023 was Wealthfront Advisers, an estimated $3.3M added.
  • The largest Nuveen ESG Emerging Markets Equity ETF seller in Q1 2023 was TIAA FSB, an estimated $2.48M sold.

Based on aggregated 13F filings for Q1 2023.