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Nuveen ESG Emerging Markets Equity ETF

96 hedge funds and large institutions have $220M invested in Nuveen ESG Emerging Markets Equity ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

7% more capital invested

Capital invested by funds: $205M → $220M (+$15.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.51% less ownership

Funds ownership: 75.33%74.82% (-0.51%)

1% less funds holding

Funds holding: 9796 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
35
Reduced
31
Closed
9
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
$42.5M +$1.41M +48,639 +4%
AWP
2
Abacus Wealth Partners
California
$32.6M -$89.5K -3,082 -0.3%
Wealthfront Advisers
3
Wealthfront Advisers
California
$29.4M -$484K -16,660 -2%
Bank of America
4
Bank of America
North Carolina
$14.1M -$202K -6,951 -2%
Morgan Stanley
5
Morgan Stanley
New York
$9.73M +$1.09M +37,712 +14%
LSAG
6
Lake Street Advisors Group
New Hampshire
$7.4M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.62M -$506K -17,416 -8%
CCM
8
Colorado Capital Management
Colorado
$6.47M +$410K +14,125 +7%
UBS Group
9
UBS Group
Switzerland
$6.19M -$34.4K -1,185 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.6M +$300K +10,337 +7%
Envestnet Portfolio Solutions
11
Envestnet Portfolio Solutions
Illinois
$4.47M +$181K +6,233 +5%
CHP
12
Cable Hill Partners
Oregon
$3.97M -$258K -8,883 -6%
TFM
13
TFC Financial Management
Massachusetts
$3.66M +$139K +4,778 +4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$3.56M +$58.8K +2,026 +2%
MWM
15
Mission Wealth Management
California
$2.99M -$975K -33,585 -26%
VAS
16
Vestmark Advisory Solutions
Massachusetts
$2.75M +$139K +4,804 +6%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.72M +$146K +5,038 +6%
LPL Financial
18
LPL Financial
California
$2.6M +$279K +9,615 +13%
Jane Street
19
Jane Street
New York
$1.82M -$436K -15,009 -20%
Creative Planning
20
Creative Planning
Kansas
$1.71M
EA
21
Evolution Advisers
Virginia
$1.48M +$3.48K +120 +0.3%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.44M +$70.2K +2,419 +6%
BCI
23
Brinker Capital Investments
Pennsylvania
$1.39M -$430K -14,806 -25%
OPS
24
Orion Portfolio Solutions
Nebraska
$1.39M -$430K -14,806 -25%
PAG
25
Private Advisor Group
New Jersey
$1.39M +$16.7K +575 +1%

NUEM Hedge Fund Activity: Q3 2024 in Review

96 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Emerging Markets Equity ETF (NUEM) for Q3 2024, worth a combined $220M — up 7.5% from $205M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NUEM and 8 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 35 added.

The largest buyer was TIAA Trust, National Association, adding an estimated $1.41M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.15M sold.

  • 96 institutional investors held Nuveen ESG Emerging Markets Equity ETF (NUEM) as of Q3 2024, down from 97 in Q2 2024.
  • Funds reported $220M of Nuveen ESG Emerging Markets Equity ETF stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 8 funds opened new Nuveen ESG Emerging Markets Equity ETF positions in Q3 2024 and 9 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Emerging Markets Equity ETF buyer in Q3 2024 was TIAA Trust, National Association, an estimated $1.41M added.
  • The largest Nuveen ESG Emerging Markets Equity ETF seller in Q3 2024 was Old Mission Capital, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2024.