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Nuveen ESG Dividend ETF

21 hedge funds and large institutions have $18.1M invested in Nuveen ESG Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

79% more capital invested

Capital invested by funds: $10.1M → $18.1M (+$7.96M)

17% more funds holding

Funds holding: 1821 (+3)

15.42% more ownership

Funds ownership: 45.41%60.83% (+15%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1
CGC Financial Services
Oregon
$6.17M +$5.94M +217,507 New
BDFN
2
Bond & Devick Financial Network
Minnesota
$4.25M +$282K +10,312 +7%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.3M -$192K -7,008 -8%
EI
4
eCIO Inc
Wisconsin
$1.14M +$1.1M +40,371 New
TRCT
5
Tower Research Capital (TRC)
New York
$919K +$531K +19,417 +149%
DE
6
Diversified Enterprises
Delaware
$852K +$121K +4,437 +17%
TLFA
7
True Link Financial Advisors
California
$419K +$150K +5,500 +59%
NI
8
Natural Investments
California
$380K +$1.78K +65 +0.5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$368K +$24.1K +883 +7%
RWM
10
RMG Wealth Management
Wisconsin
$305K +$293K +10,729 New
GA
11
GoalVest Advisory
New York
$264K +$74.8K +2,736 +42%
PA
12
Prism Advisors
California
$233K +$225K +8,233 New
HighTower Advisors
13
HighTower Advisors
Illinois
$221K +$984 +36 +0.5%
WTFG
14
Wood Tarver Financial Group
Idaho
$117K
QWM
15
Quaker Wealth Management
New Jersey
$82.3K +$79.3K +2,902 New
AA
16
Addison Advisors
Vermont
$37.7K +$4.37K +160 +14%
Osaic Holdings
17
Osaic Holdings
Arizona
$18.2K -$547 -20 -3%
ACA
18
Aptus Capital Advisors
Alabama
$13.1K
AF
19
Allworth Financial
California
$3.29K
Bank of America
20
Bank of America
North Carolina
$2.86K -$347K -12,711 -99%
Morgan Stanley
21
Morgan Stanley
New York
$36
Citadel Advisors
22
Citadel Advisors
Florida
-$741K -26,564 Closed
UBS Group
23
UBS Group
Switzerland
-$42K -1,506 Closed

NUDV Hedge Fund Activity: Q2 2025 in Review

21 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Dividend ETF (NUDV) for Q2 2025, worth a combined $18.1M — up 79% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NUDV positions and 2 closed out — a net gain of 3 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was CGC Financial Services, opening a new position worth an estimated $5.94M. The largest seller was Citadel Advisors, exiting entirely with an estimated $741K sold.

  • 21 institutional investors held Nuveen ESG Dividend ETF (NUDV) as of Q2 2025, up from 18 in Q1 2025.
  • Funds reported $18.1M of Nuveen ESG Dividend ETF stock for Q2 2025, up 79% quarter-over-quarter.
  • 5 funds opened new Nuveen ESG Dividend ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
  • The largest Nuveen ESG Dividend ETF buyer in Q2 2025 was CGC Financial Services, an estimated $5.94M added.
  • The largest Nuveen ESG Dividend ETF seller in Q2 2025 was Citadel Advisors, an estimated $741K sold.

Based on aggregated 13F filings for Q2 2025.