Nuveen ESG Dividend ETF
NUDV
11 hedge funds and large institutions have $4.03M invested in Nuveen ESG Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
78% more capital invested
Capital invested by funds: $2.26M → $4.03M (+$1.77M)
57% more funds holding
Funds holding: 7 → 11 (+4)
10.6% more ownership
Funds ownership: 28.19% → 38.79% (+11%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BDFN
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
+$1.7M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$296K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$247K |
| 4 |
MF
Montis Financial
Waltham,
Massachusetts
|
+$197K |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$556K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$422K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$16.9K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.55K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BDFN
1
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| $1.78M | +$1.7M | +60,037 | New |
|
|
TRCT
2
Tower Research Capital (TRC)
New York
| $662K | -$556K | -19,656 | -47% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $497K | -$7.55K | -267 | -2% |
|
|
RCS
4
Retirement Capital Strategies
San Jose,
California
| $311K | +$296K | +10,481 | New |
|
|
5
HighTower Advisors
Chicago,
Illinois
| $261K | +$247K | +8,748 | New |
|
|
GA
6
GoalVest Advisory
New York
| $213K | – | – | – |
|
|
MF
7
Montis Financial
Waltham,
Massachusetts
| $207K | +$197K | +6,982 | New |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $37.8K | +$1.16K | +41 | +3% |
|
|
AA
9
Addison Advisors
Middlebury,
Vermont
| $34.7K | +$10.7K | +380 | +48% |
|
|
ACA
10
Aptus Capital Advisors
Fairhope,
Alabama
| $13.7K | +$13.1K | +463 | New |
|
|
AF
11
Allworth Financial
Folsom,
California
| $11K | +$10.5K | +371 | New |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$422K | -15,751 | Closed |
|
|
13
UBS Group
Zurich,
Switzerland
| – | -$16.9K | -632 | Closed |
|
NUDV Hedge Fund Activity: Q3 2024 in Review
11 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Dividend ETF (NUDV) for Q3 2024, worth a combined $4.03M — up 78% from $2.26M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new NUDV positions and 2 closed out — a net gain of 4 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Bond & Devick Financial Network, opening a new position worth an estimated $1.7M. The largest seller was Tower Research Capital (TRC), cutting an estimated $556K.
- 11 institutional investors held Nuveen ESG Dividend ETF (NUDV) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $4.03M of Nuveen ESG Dividend ETF stock for Q3 2024, up 78% quarter-over-quarter.
- 6 funds opened new Nuveen ESG Dividend ETF positions in Q3 2024 and 2 closed out, a net change of +4 holders.
- The largest Nuveen ESG Dividend ETF buyer in Q3 2024 was Bond & Devick Financial Network, an estimated $1.7M added.
- The largest Nuveen ESG Dividend ETF seller in Q3 2024 was Tower Research Capital (TRC), an estimated $556K sold.
Based on aggregated 13F filings for Q3 2024.