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Nuveen ESG Emerging Markets Equity ETF

95 hedge funds and large institutions have $186M invested in Nuveen ESG Emerging Markets Equity ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $182M → $186M (+$4.02M)

0% more funds holding

Funds holding: 9595 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.64% less ownership

Funds ownership: 78.55%76.92% (-1.6%)

Holders
95
Holders Change
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
36
Reduced
29
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
$35.4M +$2.49M +92,493 +8%
AWP
2
Abacus Wealth Partners
California
$28.5M +$924K +34,360 +3%
Wealthfront Advisers
3
Wealthfront Advisers
California
$23.1M +$5.05M +188,018 +29%
Bank of America
4
Bank of America
North Carolina
$12.7M +$648K +24,121 +6%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.54M +$55.4K +2,062 +0.9%
LSAG
6
Lake Street Advisors Group
New Hampshire
$6.48M +$1.17M +43,645 +23%
UBS Group
7
UBS Group
Switzerland
$6.38M +$49.8K +1,854 +0.8%
Morgan Stanley
8
Morgan Stanley
New York
$5.05M -$3.31M -123,150 -40%
CCM
9
Colorado Capital Management
Colorado
$4.89M +$916K +34,074 +24%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$3.8M +$77.7K +2,889 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.73M +$111K +4,146 +3%
CHP
12
Cable Hill Partners
Oregon
$3.38M
MWM
13
Mission Wealth Management
California
$3.18M -$54.2K -2,016 -2%
TFM
14
TFC Financial Management
Massachusetts
$3.04M +$98.7K +3,671 +3%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$2.97M +$347K +12,918 +14%
LPL Financial
16
LPL Financial
California
$2.24M +$344K +12,785 +19%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.18M +$188K +6,985 +10%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$2.07M +$303K +11,287 +18%
OWM
19
Orgel Wealth Management
Wisconsin
$1.99M +$219K +8,135 +13%
Creative Planning
20
Creative Planning
Kansas
$1.5M -$65.8K -2,448 -4%
EA
21
Evolution Advisers
Virginia
$1.22M +$123K +4,575 +11%
PAG
22
Private Advisor Group
New Jersey
$1.18M +$367K +13,642 +47%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.15M +$428K +15,931 +62%
TWM
24
Tolleson Wealth Management
Texas
$987K
PWMG
25
Pioneer Wealth Management Group
Texas
$978K +$30.2K +1,123 +3%

NUEM Hedge Fund Activity: Q1 2024 in Review

95 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Emerging Markets Equity ETF (NUEM) for Q1 2024, worth a combined $186M — up 2.2% from $182M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NUEM positions and 11 closed out — a net gain of 2 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $5.05M. The largest seller was Jane Street, exiting entirely with an estimated $5.67M sold.

  • 95 institutional investors held Nuveen ESG Emerging Markets Equity ETF (NUEM) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $186M of Nuveen ESG Emerging Markets Equity ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 13 funds opened new Nuveen ESG Emerging Markets Equity ETF positions in Q1 2024 and 11 closed out, a net change of +2 holders.
  • The largest Nuveen ESG Emerging Markets Equity ETF buyer in Q1 2024 was Wealthfront Advisers, an estimated $5.05M added.
  • The largest Nuveen ESG Emerging Markets Equity ETF seller in Q1 2024 was Jane Street, an estimated $5.67M sold.

Based on aggregated 13F filings for Q1 2024.