Nuveen ESG Dividend ETF
NUDV
9 hedge funds and large institutions have $3.23M invested in Nuveen ESG Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 4 closing their positions.
25% less funds holding
Funds holding: 12 → 9 (-3)
26.74% less ownership
Funds ownership: 66.19% → 39.45% (-27%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
62% less capital invested
Capital invested by funds: $8.5M → $3.23M (-$5.27M)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
+$109K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$69.6K |
| 3 |
Morgan Stanley
New York
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.88M |
| 2 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
-$369K |
| 3 |
AA
Addison Advisors
Middlebury,
Vermont
|
-$329K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$42.6K |
| 5 |
ODIJL
One Day In July LLC
Burlington,
Vermont
|
-$10.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
1
Tower Research Capital (TRC)
New York
| $1.34M | +$109K | +4,203 | +9% |
|
|
2
Citadel Advisors
Miami,
Florida
| $618K | +$69.6K | +2,677 | +13% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $405K | -$42.6K | -1,640 | -10% |
|
|
ODIJL
4
One Day In July LLC
Burlington,
Vermont
| $386K | -$10.2K | -393 | -3% |
|
|
GA
5
GoalVest Advisory
New York
| $234K | – | – | – |
|
|
AA
6
Addison Advisors
Middlebury,
Vermont
| $125K | -$329K | -12,675 | -73% |
|
|
CAM
7
Clarity Asset Management
Ames,
Iowa
| $88.2K | -$26 | -1 | -0% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $33.2K | – | – | – |
|
|
9
Morgan Stanley
New York
| $41 | +$26 | +1 | New |
|
|
N
10
Nuveen
Charlotte,
North Carolina
| – | -$4.88M | -190,100 | Closed |
|
|
CFS
11
CGC Financial Services
Lake Oswego,
Oregon
| – | -$369K | -14,346 | Closed |
|
12
UBS Group
Zurich,
Switzerland
| – | -$8.5K | -331 | Closed |
|
13
Fidelity Investments
Boston,
Massachusetts
| – | -$103 | -4 | Closed |
|
NUDV Hedge Fund Activity: Q1 2024 in Review
9 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Dividend ETF (NUDV) for Q1 2024, worth a combined $3.23M — down 62% from $8.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of NUDV and 1 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Tower Research Capital (TRC), adding an estimated $109K. The largest seller was Nuveen, exiting entirely with an estimated $4.88M sold.
- 9 institutional investors held Nuveen ESG Dividend ETF (NUDV) as of Q1 2024, down from 12 in Q4 2023.
- Funds reported $3.23M of Nuveen ESG Dividend ETF stock for Q1 2024, down 62% quarter-over-quarter.
- 1 fund opened new Nuveen ESG Dividend ETF positions in Q1 2024 and 4 closed out, a net change of -3 holders.
- The largest Nuveen ESG Dividend ETF buyer in Q1 2024 was Tower Research Capital (TRC), an estimated $109K added.
- The largest Nuveen ESG Dividend ETF seller in Q1 2024 was Nuveen, an estimated $4.88M sold.
Based on aggregated 13F filings for Q1 2024.