Nuveen ESG Dividend ETF
NUDV
7 hedge funds and large institutions have $2.26M invested in Nuveen ESG Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
11.26% less ownership
Funds ownership: 39.45% → 28.19% (-11%)
22% less funds holding
Funds holding: 9 → 7 (-2)
30% less capital invested
Capital invested by funds: $3.23M → $2.26M (-$970K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$58.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$16.8K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$506 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ODIJL
One Day In July LLC
Burlington,
Vermont
|
-$386K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$191K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$183K |
| 4 |
AA
Addison Advisors
Middlebury,
Vermont
|
-$101K |
| 5 |
CAM
Clarity Asset Management
Ames,
Iowa
|
-$88.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
1
Tower Research Capital (TRC)
New York
| $1.12M | -$191K | -7,151 | -15% |
|
|
2
Commonwealth Equity Services
Waltham,
Massachusetts
| $455K | +$58.1K | +2,179 | +15% |
|
|
3
Citadel Advisors
Miami,
Florida
| $422K | -$183K | -6,881 | -30% |
|
|
GA
4
GoalVest Advisory
New York
| $192K | -$37.5K | -1,406 | -16% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $33K | +$506 | +19 | +2% |
|
|
AA
6
Addison Advisors
Middlebury,
Vermont
| $21.1K | -$101K | -3,800 | -83% |
|
|
7
UBS Group
Zurich,
Switzerland
| $16.9K | +$16.8K | +632 | New |
|
|
ODIJL
8
One Day In July LLC
Burlington,
Vermont
| – | -$386K | -14,129 | Closed |
|
|
CAM
9
Clarity Asset Management
Ames,
Iowa
| – | -$88.2K | -3,229 | Closed |
|
10
Morgan Stanley
New York
| – | -$41 | -1 | Closed |
|
NUDV Hedge Fund Activity: Q2 2024 in Review
7 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Dividend ETF (NUDV) for Q2 2024, worth a combined $2.26M — down 30% from $3.23M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NUDV and 1 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $58.1K. The largest seller was One Day In July LLC, exiting entirely with an estimated $386K sold.
- 7 institutional investors held Nuveen ESG Dividend ETF (NUDV) as of Q2 2024, down from 9 in Q1 2024.
- Funds reported $2.26M of Nuveen ESG Dividend ETF stock for Q2 2024, down 30% quarter-over-quarter.
- 1 fund opened new Nuveen ESG Dividend ETF positions in Q2 2024 and 3 closed out, a net change of -2 holders.
- The largest Nuveen ESG Dividend ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $58.1K added.
- The largest Nuveen ESG Dividend ETF seller in Q2 2024 was One Day In July LLC, an estimated $386K sold.
Based on aggregated 13F filings for Q2 2024.