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Nuveen ESG Dividend ETF

20 hedge funds and large institutions have $18.6M invested in Nuveen ESG Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

3% more capital invested

Capital invested by funds: $18.1M → $18.6M (+$527K)

2.67% less ownership

Funds ownership: 60.83%58.16% (-2.7%)

5% less funds holding

Funds holding: 2120 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
10
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1
CGC Financial Services
Oregon
$5.68M -$642K -22,393 -10%
BDFN
2
Bond & Devick Financial Network
Minnesota
$4.95M +$580K +20,216 +13%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.38M +$13.3K +464 +0.6%
EI
4
eCIO Inc
Wisconsin
$1.24M +$63.2K +2,202 +5%
Citadel Advisors
5
Citadel Advisors
Florida
$1.08M +$1.06M +37,093 New
DE
6
Diversified Enterprises
Delaware
$948K +$71.7K +2,499 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$454K +$74.3K +2,591 +20%
TLFA
8
True Link Financial Advisors
California
$396K -$33.8K -1,179 -8%
RWM
9
RMG Wealth Management
Wisconsin
$285K -$27.8K -968 -9%
GA
10
GoalVest Advisory
New York
$284K +$12.4K +433 +5%
PA
11
Prism Advisors
California
$240K
HighTower Advisors
12
HighTower Advisors
Illinois
$228K +$1.06K +37 +0.5%
P
13
&Partners
Tennessee
$224K +$221K +7,697 New
QWM
14
Quaker Wealth Management
New Jersey
$84.5K +$57 +2 +0.1%
TRCT
15
Tower Research Capital (TRC)
New York
$76.2K -$855K -29,803 -92%
AA
16
Addison Advisors
Vermont
$38.7K
Osaic Holdings
17
Osaic Holdings
Arizona
$26K +$7.32K +255 +40%
ACA
18
Aptus Capital Advisors
Alabama
$13.5K
AF
19
Allworth Financial
California
$3.38K
Morgan Stanley
20
Morgan Stanley
New York
$83 +$29 +1 +100%
NI
21
Natural Investments
California
-$380K -13,876 Closed
WTFG
22
Wood Tarver Financial Group
Idaho
-$117K -4,132 Closed
Bank of America
23
Bank of America
North Carolina
-$2.86K -101 Closed

NUDV Hedge Fund Activity: Q3 2025 in Review

20 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Nuveen ESG Dividend ETF (NUDV) for Q3 2025, worth a combined $18.6M — up 2.9% from $18.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NUDV and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 10 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.06M. The largest seller was Tower Research Capital (TRC), cutting an estimated $855K.

  • 20 institutional investors held Nuveen ESG Dividend ETF (NUDV) as of Q3 2025, down from 21 in Q2 2025.
  • Funds reported $18.6M of Nuveen ESG Dividend ETF stock for Q3 2025, up 2.9% quarter-over-quarter.
  • 2 funds opened new Nuveen ESG Dividend ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
  • The largest Nuveen ESG Dividend ETF buyer in Q3 2025 was Citadel Advisors, an estimated $1.06M added.
  • The largest Nuveen ESG Dividend ETF seller in Q3 2025 was Tower Research Capital (TRC), an estimated $855K sold.

Based on aggregated 13F filings for Q3 2025.