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Nuveen ESG Emerging Markets Equity ETF

91 hedge funds and large institutions have $162M invested in Nuveen ESG Emerging Markets Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9291 (-1)

3.59% less ownership

Funds ownership: 79.89%76.3% (-3.6%)

13% less capital invested

Capital invested by funds: $185M → $162M (-$23.4M)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% 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
13
Increased
33
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$34.3M +$35.6M +1,307,993 New
AWP
2
Abacus Wealth Partners
California
$24.5M +$443K +16,273 +2%
Wealthfront Advisers
3
Wealthfront Advisers
California
$18.4M +$3.14M +115,512 +20%
Bank of America
4
Bank of America
North Carolina
$8.13M +$2.05M +75,301 +32%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.75M -$1.01M -37,078 -13%
UBS Group
6
UBS Group
Switzerland
$6.72M +$173K +6,361 +3%
LSAG
7
Lake Street Advisors Group
New Hampshire
$5.02M
Morgan Stanley
8
Morgan Stanley
New York
$3.49M +$436K +16,015 +14%
Envestnet Portfolio Solutions
9
Envestnet Portfolio Solutions
Illinois
$3.48M +$3.61M +132,623 New
PWPCM
10
Perella Weinberg Partners Capital Management
New York
$3.42M -$5.32M -195,532 -60%
CCM
11
Colorado Capital Management
Colorado
$3.24M +$340K +12,495 +11%
Jane Street
12
Jane Street
New York
$3.22M -$8.33M -305,924 -71%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.2M -$3.68M -135,335 -53%
CHP
14
Cable Hill Partners
Oregon
$2.89M +$97.1K +3,569 +3%
MWM
15
Mission Wealth Management
California
$2.86M +$72.5K +2,663 +2%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$2.57M +$1.65M +60,718 +163%
LPL Financial
17
LPL Financial
California
$1.97M +$41.8K +1,537 +2%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.74M +$73K +2,682 +4%
OWM
19
Orgel Wealth Management
Wisconsin
$1.68M -$117K -4,283 -6%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$1.62M +$136K +4,997 +9%
Creative Planning
21
Creative Planning
Kansas
$1.32M -$1.77K -65 -0.1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.19M +$348K +12,790 +39%
EA
23
Evolution Advisers
Virginia
$999K -$9.77K -359 -0.9%
PAG
24
Private Advisor Group
New Jersey
$975K +$30.5K +1,121 +3%
TWM
25
Tolleson Wealth Management
Texas
$967K

NUEM Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Emerging Markets Equity ETF (NUEM) for Q3 2023, worth a combined $162M — down 13% from $185M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUEM positions and 11 closed out — a net gain of 2 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $3.14M. The largest seller was Jane Street, cutting an estimated $8.33M.

  • 91 institutional investors held Nuveen ESG Emerging Markets Equity ETF (NUEM) as of Q3 2023, down from 92 in Q2 2023.
  • Funds reported $162M of Nuveen ESG Emerging Markets Equity ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Emerging Markets Equity ETF positions in Q3 2023 and 11 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Emerging Markets Equity ETF buyer in Q3 2023 was Wealthfront Advisers, an estimated $3.14M added.
  • The largest Nuveen ESG Emerging Markets Equity ETF seller in Q3 2023 was Jane Street, an estimated $8.33M sold.

Based on aggregated 13F filings for Q3 2023.