Nuveen ESG Dividend ETF
NUDV
9 hedge funds and large institutions have $7.87M invested in Nuveen ESG Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
24% more capital invested
Capital invested by funds: $6.33M → $7.87M (+$1.53M)
9.8% more ownership
Funds ownership: 65.59% → 75.39% (+9.8%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$888K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$547K |
| 3 |
ODIJL
One Day In July LLC
Burlington,
Vermont
|
+$354K |
| 4 |
GA
GoalVest Advisory
New York
|
+$126K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
+$53.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Clearview Wealth Advisors
Salem,
Oregon
|
-$34.5K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$32.4K |
| 3 |
PA
Parallel Advisors
San Francisco,
California
|
-$30.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
1
Nuveen
Charlotte,
North Carolina
| $4.41M | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $933K | +$547K | +22,452 | +126% |
|
|
3
Citadel Advisors
Miami,
Florida
| $846K | +$888K | +36,484 | New |
|
|
PI
4
PFG Investments
Woodbury,
New York
| $434K | +$53.9K | +2,214 | +13% |
|
|
AA
5
Addison Advisors
Middlebury,
Vermont
| $400K | – | – | – |
|
|
ODIJL
6
One Day In July LLC
Burlington,
Vermont
| $337K | +$354K | +14,522 | New |
|
|
7
Commonwealth Equity Services
Waltham,
Massachusetts
| $296K | -$32.4K | -1,332 | -9% |
|
|
GA
8
GoalVest Advisory
New York
| $199K | +$126K | +5,165 | +151% |
|
9
Osaic Holdings
Scottsdale,
Arizona
| $13.8K | +$1.46K | +60 | +11% |
|
|
CWA
10
Clearview Wealth Advisors
Salem,
Oregon
| – | -$34.5K | -1,430 | Closed |
|
|
PA
11
Parallel Advisors
San Francisco,
California
| – | -$30.3K | -1,256 | Closed |
|
NUDV Hedge Fund Activity: Q3 2023 in Review
9 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Dividend ETF (NUDV) for Q3 2023, worth a combined $7.87M — up 24% from $6.33M a quarter earlier.
Fund positioning in NUDV was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $888K. The largest seller was Clearview Wealth Advisors, exiting entirely with an estimated $34.5K sold.
- 9 institutional investors held Nuveen ESG Dividend ETF (NUDV) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $7.87M of Nuveen ESG Dividend ETF stock for Q3 2023, up 24% quarter-over-quarter.
- 2 funds opened new Nuveen ESG Dividend ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest Nuveen ESG Dividend ETF buyer in Q3 2023 was Citadel Advisors, an estimated $888K added.
- The largest Nuveen ESG Dividend ETF seller in Q3 2023 was Clearview Wealth Advisors, an estimated $34.5K sold.
Based on aggregated 13F filings for Q3 2023.