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Nuveen ESG Emerging Markets Equity ETF

95 hedge funds and large institutions have $182M invested in Nuveen ESG Emerging Markets Equity ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

12% more capital invested

Capital invested by funds: $162M → $182M (+$19.9M)

4% more funds holding

Funds holding: 9195 (+4)

2.25% more ownership

Funds ownership: 76.3%78.55% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
29
Closed
8
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
$32.2M -$3M -114,895 -9%
AWP
2
Abacus Wealth Partners
California
$27.1M +$1.78M +68,234 +7%
Wealthfront Advisers
3
Wealthfront Advisers
California
$17.6M -$1.31M -49,949 -7%
Bank of America
4
Bank of America
North Carolina
$11.8M +$3.34M +127,893 +41%
Morgan Stanley
5
Morgan Stanley
New York
$8.27M +$4.54M +173,749 +131%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.36M -$567K -21,669 -8%
UBS Group
7
UBS Group
Switzerland
$6.2M -$687K -26,264 -10%
Jane Street
8
Jane Street
New York
$5.67M +$2.29M +87,488 +71%
LSAG
9
Lake Street Advisors Group
New Hampshire
$5.18M +$16.8K +641 +0.3%
CCM
10
Colorado Capital Management
Colorado
$3.87M +$530K +20,258 +16%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$3.64M +$68.4K +2,616 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.54M +$244K +9,313 +8%
CHP
13
Cable Hill Partners
Oregon
$3.38M +$504K +19,269 +17%
MWM
14
Mission Wealth Management
California
$3.17M +$223K +8,512 +8%
OMC
15
Old Mission Capital
Illinois
$3.02M +$2.67M +102,045 +1,025%
TFM
16
TFC Financial Management
Massachusetts
$2.88M +$2.6M +99,349 +1,294%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.56M -$80K -3,059 -3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.95M +$153K +5,834 +9%
LPL Financial
19
LPL Financial
California
$1.85M -$166K -6,352 -8%
OWM
20
Orgel Wealth Management
Wisconsin
$1.73M +$2.09K +80 +0.1%
VAS
21
Vestmark Advisory Solutions
Massachusetts
$1.73M +$55.6K +2,127 +3%
Creative Planning
22
Creative Planning
Kansas
$1.54M +$171K +6,533 +13%
PWPCM
23
Perella Weinberg Partners Capital Management
New York
$1.48M -$1.98M -75,735 -58%
FTUS
24
Flow Traders U.S.
New York
$1.24M +$1.2M +45,866 New
Osaic Holdings
25
Osaic Holdings
Arizona
$1.13M -$86.5K -3,308 -7%

NUEM Hedge Fund Activity: Q4 2023 in Review

95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Emerging Markets Equity ETF (NUEM) for Q4 2023, worth a combined $182M — up 12% from $162M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new NUEM positions and 8 closed out — a net gain of 4 holders — while 42 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.54M. The largest seller was TIAA Trust, National Association, cutting an estimated $3M.

  • 95 institutional investors held Nuveen ESG Emerging Markets Equity ETF (NUEM) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $182M of Nuveen ESG Emerging Markets Equity ETF stock for Q4 2023, up 12% quarter-over-quarter.
  • 12 funds opened new Nuveen ESG Emerging Markets Equity ETF positions in Q4 2023 and 8 closed out, a net change of +4 holders.
  • The largest Nuveen ESG Emerging Markets Equity ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.54M added.
  • The largest Nuveen ESG Emerging Markets Equity ETF seller in Q4 2023 was TIAA Trust, National Association, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2023.