Nuveen ESG Dividend ETF
NUDV
9 hedge funds and large institutions have $6.33M invested in Nuveen ESG Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
18.32% more ownership
Funds ownership: 47.27% → 65.59% (+18%)
13% more funds holding
Funds holding: 8 → 9 (+1)
7% more capital invested
Capital invested by funds: $5.9M → $6.33M (+$429K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$417K |
| 2 |
PI
PFG Investments
Woodbury,
New York
|
+$388K |
| 3 |
GA
GoalVest Advisory
New York
|
+$80.3K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$44.1K |
| 5 |
PA
Parallel Advisors
San Francisco,
California
|
+$29.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$400K |
| 2 |
Goldman Sachs
New York
|
-$385K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
1
Nuveen
Charlotte,
North Carolina
| $4.59M | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $429K | +$417K | +17,755 | New |
|
|
AA
3
Addison Advisors
Middlebury,
Vermont
| $417K | – | – | – |
|
|
PI
4
PFG Investments
Woodbury,
New York
| $399K | +$388K | +16,518 | New |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $340K | +$44.1K | +1,876 | +15% |
|
|
GA
6
GoalVest Advisory
New York
| $82.5K | +$80.3K | +3,416 | New |
|
|
CWA
7
Clearview Wealth Advisors
Salem,
Oregon
| $34.5K | – | – | – |
|
|
PA
8
Parallel Advisors
San Francisco,
California
| $30.3K | +$29.5K | +1,256 | New |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $12.9K | – | – | – |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$400K | -16,766 | Closed |
|
|
11
Goldman Sachs
New York
| – | -$385K | -16,168 | Closed |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$131K | -5,497 | Closed |
|
NUDV Hedge Fund Activity: Q2 2023 in Review
9 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Dividend ETF (NUDV) for Q2 2023, worth a combined $6.33M — up 7.3% from $5.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NUDV positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $417K. The largest seller was Citadel Advisors, exiting entirely with an estimated $400K sold.
- 9 institutional investors held Nuveen ESG Dividend ETF (NUDV) as of Q2 2023, up from 8 in Q1 2023.
- Funds reported $6.33M of Nuveen ESG Dividend ETF stock for Q2 2023, up 7.3% quarter-over-quarter.
- 4 funds opened new Nuveen ESG Dividend ETF positions in Q2 2023 and 3 closed out, a net change of +1 holder.
- The largest Nuveen ESG Dividend ETF buyer in Q2 2023 was Tower Research Capital (TRC), an estimated $417K added.
- The largest Nuveen ESG Dividend ETF seller in Q2 2023 was Citadel Advisors, an estimated $400K sold.
Based on aggregated 13F filings for Q2 2023.