Nuveen ESG Dividend ETF
NUDV
12 hedge funds and large institutions have $8.5M invested in Nuveen ESG Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
33% more funds holding
Funds holding: 9 → 12 (+3)
8% more capital invested
Capital invested by funds: $7.87M → $8.5M (+$635K)
9.2% less ownership
Funds ownership: 75.39% → 66.19% (-9.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
+$341K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$112K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$88.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
-$434K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$393K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
N
1
Nuveen
Charlotte,
North Carolina
| $4.88M | – | – | – |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $1.15M | +$112K | +4,724 | +12% |
|
|
3
Citadel Advisors
Miami,
Florida
| $513K | -$393K | -16,529 | -45% |
|
|
AA
4
Addison Advisors
Middlebury,
Vermont
| $444K | – | – | – |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $423K | +$88.3K | +3,713 | +29% |
|
|
ODIJL
6
One Day In July LLC
Burlington,
Vermont
| $373K | – | – | – |
|
|
CFS
7
CGC Financial Services
Lake Oswego,
Oregon
| $369K | +$341K | +14,346 | New |
|
|
GA
8
GoalVest Advisory
New York
| $220K | – | – | – |
|
|
CAM
9
Clarity Asset Management
Ames,
Iowa
| $83K | +$76.8K | +3,230 | New |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| $31.2K | +$14.7K | +620 | +104% |
|
|
11
UBS Group
Zurich,
Switzerland
| $8.5K | +$7.87K | +331 | New |
|
12
Fidelity Investments
Boston,
Massachusetts
| $103 | +$95 | +4 | New |
|
|
PI
13
PFG Investments
Woodbury,
New York
| – | -$434K | -18,732 | Closed |
|
NUDV Hedge Fund Activity: Q4 2023 in Review
12 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Dividend ETF (NUDV) for Q4 2023, worth a combined $8.5M — up 8.1% from $7.87M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NUDV positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was CGC Financial Services, opening a new position worth an estimated $341K. The largest seller was PFG Investments, exiting entirely with an estimated $434K sold.
- 12 institutional investors held Nuveen ESG Dividend ETF (NUDV) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $8.5M of Nuveen ESG Dividend ETF stock for Q4 2023, up 8.1% quarter-over-quarter.
- 4 funds opened new Nuveen ESG Dividend ETF positions in Q4 2023 and 1 closed out, a net change of +3 holders.
- The largest Nuveen ESG Dividend ETF buyer in Q4 2023 was CGC Financial Services, an estimated $341K added.
- The largest Nuveen ESG Dividend ETF seller in Q4 2023 was PFG Investments, an estimated $434K sold.
Based on aggregated 13F filings for Q4 2023.